FFIVX Mutual Fund

NAV$10.35

Returns Overview

1 Month
+1.10%
3 Months
+1.21%
6 Months
+2.30%
YTD
+2.30%
1 Year
+6.43%
3 Years (annualized)
-0.51%
5 Years (annualized)
+2.91%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFIVX 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 2005 Composite Index(^FIDF05)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+7.21%
vs Peers
-4.91%

FFIVX Mutual Fund Performance

FFIVX performance across multiple time periods: 1-month 1.10%, YTD 2.30%, 1-year 6.43%, 3-year -0.51%, 5-year 2.91%, 10-year 3.40%.

FFIVX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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