FIRSX Mutual Fund

NAV$58.11

Returns Overview

1 Month
+1.31%
3 Months
+1.37%
6 Months
+4.76%
YTD
+4.23%
1 Year
+11.77%
3 Years (annualized)
+9.34%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Managed Retirement 2015 Composite Index
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+7.21%
vs Peers
-2.98%

FIRSX Mutual Fund Performance

FIRSX performance across multiple time periods: 1-month 1.31%, YTD 4.23%, 1-year 11.77%, 3-year 9.34%, 5-year 3.66%, 10-year 5.85%.

FIRSX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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