FIRMX Mutual Fund

FIRMX Mutual Fund

NAV$60.37
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Returns Overview

1 Month
+1.09%
3 Months
+1.00%
6 Months
+3.98%
YTD
+3.60%
1 Year
+10.14%
3 Years (annualized)
+8.12%
5 Years (annualized)
+3.13%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRMX 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 Managed Retirement Income Composite Index
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+7.21%
vs Peers
-3.61%

FIRMX Mutual Fund Performance

FIRMX performance across multiple time periods: 1-month 1.09%, YTD 3.60%, 1-year 10.14%, 3-year 8.12%, 5-year 3.13%, 10-year 4.36%.

FIRMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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