FOLSX Mutual Fund

NAV$16.73

Returns Overview

1 Month
+1.23%
3 Months
+14.67%
6 Months
+13.98%
YTD
+13.01%
1 Year
+26.23%
3 Years (annualized)
+19.54%
5 Years (annualized)
+10.32%

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
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 2045 Composite Index
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+7.64%
vs Peers
+5.37%

FOLSX Mutual Fund Performance

FOLSX performance across multiple time periods: 1-month 1.23%, YTD 13.01%, 1-year 26.23%, 3-year 19.54%, 5-year 10.32%.

FOLSX returns outperform the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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