FRHMX Mutual Fund

FRHMX Mutual Fund

NAV$60.65
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Returns Overview

1 Month
+1.12%
3 Months
+1.05%
6 Months
+4.09%
YTD
+3.69%
1 Year
+10.38%
3 Years (annualized)
+7.86%
5 Years (annualized)
+2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRHMX 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 Managed Retirement Income Composite Index
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+7.21%
vs Peers
-3.52%

FRHMX Mutual Fund Performance

FRHMX performance across multiple time periods: 1-month 1.12%, YTD 3.69%, 1-year 10.38%, 3-year 7.86%, 5-year 2.82%.

FRHMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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