FLIFX Mutual Fund

NAV$15.84

Returns Overview

3 Months
+5.33%
6 Months
+5.05%
YTD
+4.84%
1 Year
+10.65%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.04%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLIFX 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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.84%
Peer Avg (YTD)
+7.64%
vs Peers
-2.80%

FLIFX Mutual Fund Performance

FLIFX performance across multiple time periods: YTD 4.84%, 1-year 10.65%, 3-year 9.33%, 5-year 4.04%, 10-year 6.37%.

FLIFX returns trail 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.

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