FBIFX Mutual Fund

FBIFX Mutual Fund

NAV$31.99
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Returns Overview

1 Month
+2.26%
3 Months
+1.33%
6 Months
+6.87%
YTD
+11.07%
1 Year
+18.47%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.53%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBIFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+8.76%
vs Peers
+2.32%

FBIFX Mutual Fund Performance

FBIFX performance across multiple time periods: 1-month 2.26%, YTD 11.07%, 1-year 18.47%, 3-year 17.22%, 5-year 8.53%, 10-year 11.20%.

FBIFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

FBIFX vs another fund shows side-by-side returns. FBIFX alternatives are available in the Mutual Fund Screener.