FDFVX Mutual Fund

FDFVX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
-1.67%
3 Months
+2.83%
6 Months
+7.35%
YTD
+11.09%
1 Year
+21.20%
3 Years (annualized)
+16.82%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFVX 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 2065 Composite Index
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+6.99%
vs Peers
+4.10%

FDFVX Mutual Fund Performance

FDFVX performance across multiple time periods: 1-month -1.67%, YTD 11.09%, 1-year 21.20%, 3-year 16.82%, 5-year 8.83%.

FDFVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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