FIOFX Mutual Fund

FIOFX Mutual Fund

NAV$34.81
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Returns Overview

1 Month
+2.50%
3 Months
+1.57%
6 Months
+8.00%
YTD
+12.49%
1 Year
+20.56%
3 Years (annualized)
+18.55%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOFX 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 2045 Composite Index
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+8.76%
vs Peers
+3.73%

FIOFX Mutual Fund Performance

FIOFX performance across multiple time periods: 1-month 2.50%, YTD 12.49%, 1-year 20.56%, 3-year 18.55%, 5-year 9.34%, 10-year 11.58%.

FIOFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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