FIOFX Mutual Fund

FIOFX Mutual Fund

NAV$34.94
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Returns Overview

1 Month
-0.90%
3 Months
+3.35%
6 Months
+7.32%
YTD
+9.74%
1 Year
+20.81%
3 Years (annualized)
+16.46%
5 Years (annualized)
+9.25%
10 Years (annualized)
+11.33%

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)
+9.74%
Peer Avg (YTD)
+6.99%
vs Peers
+2.75%

FIOFX Mutual Fund Performance

FIOFX performance across multiple time periods: 1-month -0.90%, YTD 9.74%, 1-year 20.81%, 3-year 16.46%, 5-year 9.25%, 10-year 11.33%.

FIOFX returns outperform the peer average of 6.99% 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.