FRAMX Mutual Fund

NAV$60.40

Returns Overview

1 Month
+1.07%
3 Months
+0.94%
6 Months
+3.86%
YTD
+3.49%
1 Year
+9.87%
3 Years (annualized)
+7.83%
5 Years (annualized)
+2.87%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAMX 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 Income Composite Index
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+7.21%
vs Peers
-3.72%

FRAMX Mutual Fund Performance

FRAMX performance across multiple time periods: 1-month 1.07%, YTD 3.49%, 1-year 9.87%, 3-year 7.83%, 5-year 2.87%, 10-year 4.10%.

FRAMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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