FFIZX Mutual Fund

FFIZX Mutual Fund

NAV$31.48
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Returns Overview

1 Month
-0.95%
3 Months
+2.92%
6 Months
+6.47%
YTD
+8.63%
1 Year
+18.85%
3 Years (annualized)
+15.33%
5 Years (annualized)
+8.55%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFIZX 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)
+8.63%
Peer Avg (YTD)
+6.99%
vs Peers
+1.64%

FFIZX Mutual Fund Performance

FFIZX performance across multiple time periods: 1-month -0.95%, YTD 8.63%, 1-year 18.85%, 3-year 15.33%, 5-year 8.55%, 10-year 11.01%.

FFIZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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