FOLSX Mutual Fund

FOLSX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-1.40%
3 Months
+3.54%
6 Months
+8.51%
YTD
+11.43%
1 Year
+23.41%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOLSX 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 2045 Composite Index
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+6.99%
vs Peers
+4.44%

FOLSX Mutual Fund Performance

FOLSX performance across multiple time periods: 1-month -1.40%, YTD 11.43%, 1-year 23.41%, 3-year 17.69%, 5-year 9.98%.

FOLSX returns outperform the peer average of 6.99% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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