FIRFX Mutual Fund

NAV$63.03

Returns Overview

1 Month
+4.23%
3 Months
+2.35%
6 Months
+4.95%
YTD
+3.80%
1 Year
+15.63%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.56%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Managed Retirement 2025 Composite Index
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+4.19%
vs Peers
-0.39%

FIRFX Mutual Fund Performance

FIRFX performance across multiple time periods: 1-month 4.23%, YTD 3.80%, 1-year 15.63%, 3-year 10.45%, 5-year 4.56%, 10-year 7.06%.

FIRFX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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