FRQIX Mutual Fund

NAV$57.85

Returns Overview

1 Month
+1.09%
3 Months
+1.01%
6 Months
+4.01%
YTD
+3.61%
1 Year
+10.17%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.15%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRQIX 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)
+3.61%
Peer Avg (YTD)
+7.21%
vs Peers
-3.60%

FRQIX Mutual Fund Performance

FRQIX performance across multiple time periods: 1-month 1.09%, YTD 3.61%, 1-year 10.17%, 3-year 8.28%, 5-year 3.15%, 10-year 5.12%.

FRQIX 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.

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