FBIFX Mutual Fund

NAV$32.01

Returns Overview

1 Month
+0.03%
3 Months
+11.70%
6 Months
+10.22%
YTD
+9.65%
1 Year
+20.74%
3 Years (annualized)
+16.78%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.49%

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
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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+7.64%
vs Peers
+2.01%

FBIFX Mutual Fund Performance

FBIFX performance across multiple time periods: 1-month 0.03%, YTD 9.65%, 1-year 20.74%, 3-year 16.78%, 5-year 8.82%, 10-year 11.49%.

FBIFX 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.

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