FSNOX Mutual Fund

NAV$16.09

Returns Overview

1 Month
+0.63%
3 Months
+4.66%
6 Months
+4.80%
YTD
+4.32%
1 Year
+14.48%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSNOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+7.64%
vs Peers
-3.32%

FSNOX Mutual Fund Performance

FSNOX performance across multiple time periods: 1-month 0.63%, YTD 4.32%, 1-year 14.48%, 3-year 11.62%, 5-year 5.09%.

FSNOX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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