FIRNX Mutual Fund

NAV$55.92

Returns Overview

1 Month
+1.26%
3 Months
+0.69%
6 Months
+4.75%
YTD
+6.22%
1 Year
+11.32%
3 Years (annualized)
+1.30%
5 Years (annualized)
+3.27%
10 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRNX 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 Simplicity RMD Income Composite Index
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+14.82%
vs Peers
-8.60%

FIRNX Mutual Fund Performance

FIRNX performance across multiple time periods: 1-month 1.26%, YTD 6.22%, 1-year 11.32%, 3-year 1.30%, 5-year 3.27%, 10-year 3.45%.

FIRNX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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