FRQAX Mutual Fund

NAV$57.85

Returns Overview

1 Month
+1.07%
3 Months
+0.93%
6 Months
+3.87%
YTD
+3.50%
1 Year
+9.91%
3 Years (annualized)
+7.99%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRQAX 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 2010 Composite Index
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+7.21%
vs Peers
-3.71%

FRQAX Mutual Fund Performance

FRQAX performance across multiple time periods: 1-month 1.07%, YTD 3.50%, 1-year 9.91%, 3-year 7.99%, 5-year 2.88%, 10-year 4.86%.

FRQAX 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.

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