FIPFX Mutual Fund

NAV$35.11

Returns Overview

3 Months
+13.30%
6 Months
+11.54%
YTD
+10.89%
1 Year
+23.03%
3 Years (annualized)
+18.06%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIPFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+7.64%
vs Peers
+3.25%

FIPFX Mutual Fund Performance

FIPFX performance across multiple time periods: YTD 10.89%, 1-year 23.03%, 3-year 18.06%, 5-year 9.60%, 10-year 11.84%.

FIPFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

FIPFX performance comparison shows side-by-side returns with another fund. FIPFX alternatives are available in the Mutual Fund Screener.