FMRDX Mutual Fund

NAV$13.05

Returns Overview

1 Month
+4.76%
3 Months
+2.61%
6 Months
+5.47%
YTD
+4.16%
1 Year
+17.35%
3 Years (annualized)
+10.74%
5 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRDX 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 2030 Composite Index
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+4.19%
vs Peers
-0.03%

FMRDX Mutual Fund Performance

FMRDX performance across multiple time periods: 1-month 4.76%, YTD 4.16%, 1-year 17.35%, 3-year 10.74%, 5-year 4.69%.

FMRDX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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