FDFZX Mutual Fund

FDFZX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
-1.65%
3 Months
-1.11%
6 Months
+13.06%
YTD
+10.83%
1 Year
+15.44%
3 Years (annualized)
+19.01%
5 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFZX 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 2065 Composite Index
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+7.09%
vs Peers
+3.74%

FDFZX Mutual Fund Performance

FDFZX performance across multiple time periods: 1-month -1.65%, YTD 10.83%, 1-year 15.44%, 3-year 19.01%, 5-year 9.08%.

FDFZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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