FIRRX Mutual Fund

NAV$52.65

Returns Overview

1 Month
+1.51%
3 Months
+0.91%
6 Months
+5.22%
YTD
+7.58%
1 Year
+13.22%
3 Years (annualized)
+1.70%
5 Years (annualized)
+3.95%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRRX 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 2010 Composite Index
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+14.82%
vs Peers
-7.24%

FIRRX Mutual Fund Performance

FIRRX performance across multiple time periods: 1-month 1.51%, YTD 7.58%, 1-year 13.22%, 3-year 1.70%, 5-year 3.95%, 10-year 4.19%.

FIRRX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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