FMRBX Mutual Fund

NAV$13.01

Returns Overview

1 Month
+4.75%
3 Months
+2.47%
6 Months
+5.27%
YTD
+4.03%
1 Year
+17.04%
3 Years (annualized)
+10.46%
5 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRBX 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 Managed Retirement 2030 Composite Index
This Mutual Fund (YTD)
+4.03%
Peer Avg (YTD)
+4.19%
vs Peers
-0.16%

FMRBX Mutual Fund Performance

FMRBX performance across multiple time periods: 1-month 4.75%, YTD 4.03%, 1-year 17.04%, 3-year 10.46%, 5-year 4.43%.

FMRBX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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