FRIMX Mutual Fund

FRIMX Mutual Fund

NAV$60.45
See how much of FRIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.09%
3 Months
+1.00%
6 Months
+3.99%
YTD
+3.60%
1 Year
+10.15%
3 Years (annualized)
+8.12%
5 Years (annualized)
+3.13%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Managed Retirement Income Composite Index
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+7.21%
vs Peers
-3.61%

FRIMX Mutual Fund Performance

FRIMX performance across multiple time periods: 1-month 1.09%, YTD 3.60%, 1-year 10.15%, 3-year 8.12%, 5-year 3.13%, 10-year 4.36%.

FRIMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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