FEFIX Mutual Fund

FEFIX Mutual Fund

NAV$16.67
See how much of FEFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.57%
3 Months
+1.47%
6 Months
+4.54%
YTD
+6.37%
1 Year
+14.17%
3 Years (annualized)
+12.86%
5 Years (annualized)
+5.81%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEFIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+6.99%
vs Peers
-0.62%

FEFIX Mutual Fund Performance

FEFIX performance across multiple time periods: 1-month -1.57%, YTD 6.37%, 1-year 14.17%, 3-year 12.86%, 5-year 5.81%, 10-year 8.81%.

FEFIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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