FIOFX Mutual Fund

FIOFX Mutual Fund

NAV$34.54
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Returns Overview

1 Month
-1.67%
3 Months
-0.12%
6 Months
+12.95%
YTD
+10.62%
1 Year
+14.59%
3 Years (annualized)
+18.55%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2045 Composite Index
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+7.09%
vs Peers
+3.53%

FIOFX Mutual Fund Performance

FIOFX performance across multiple time periods: 1-month -1.67%, YTD 10.62%, 1-year 14.59%, 3-year 18.55%, 5-year 9.34%, 10-year 11.58%.

FIOFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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