FIRUX Mutual Fund

FIRUX Mutual Fund

NAV$60.28
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Returns Overview

1 Month
+1.81%
3 Months
+1.12%
6 Months
+5.74%
YTD
+8.99%
1 Year
+15.19%
3 Years (annualized)
+1.41%
5 Years (annualized)
+4.36%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRUX 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
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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 Simplicity RMD 2015 Composite Index
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+14.82%
vs Peers
-5.83%

FIRUX Mutual Fund Performance

FIRUX performance across multiple time periods: 1-month 1.81%, YTD 8.99%, 1-year 15.19%, 3-year 1.41%, 5-year 4.36%, 10-year 4.59%.

FIRUX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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