FDFSX Mutual Fund

FDFSX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
-1.61%
3 Months
-1.02%
6 Months
+13.24%
YTD
+11.04%
1 Year
+16.24%
3 Years (annualized)
+19.46%
5 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFSX 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
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📉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 2065 Composite Index
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+7.09%
vs Peers
+3.96%

FDFSX Mutual Fund Performance

FDFSX performance across multiple time periods: 1-month -1.61%, YTD 11.04%, 1-year 16.24%, 3-year 19.46%, 5-year 10.73%.

FDFSX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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