FMRFX Mutual Fund

FMRFX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
+4.76%
3 Months
+2.64%
6 Months
+5.56%
YTD
+4.28%
1 Year
+17.57%
3 Years (annualized)
+10.97%
5 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Managed Retirement 2030 Composite Index
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+4.19%
vs Peers
+0.09%

FMRFX Mutual Fund Performance

FMRFX performance across multiple time periods: 1-month 4.76%, YTD 4.28%, 1-year 17.57%, 3-year 10.97%, 5-year 4.73%.

FMRFX returns outperform the peer average of 4.19% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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