FDIFX Mutual Fund

FDIFX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
-2.13%
3 Months
-2.28%
6 Months
+4.52%
YTD
+3.95%
1 Year
+8.63%
3 Years (annualized)
+12.00%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIFX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+7.09%
vs Peers
-3.14%

FDIFX Mutual Fund Performance

FDIFX performance across multiple time periods: 1-month -2.13%, YTD 3.95%, 1-year 8.63%, 3-year 12.00%, 5-year 5.85%, 10-year 8.78%.

FDIFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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