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Fidelity New Markets Income Fund: (MF: FNMIX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$12.76 USD
+0.01 (0.08%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.42 | 10 |
| 3 months | 0.98 | 14 |
| 6 months | 3.42 | 10 |
| 1 Year | 13.84 | 1 |
| 3 Year | -0.38 | 16 |
| 5 Year | 1.06 | 22 |
| 10 Year | 2.41 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.35 |
| Bear Market (10/07 - 2/09) | -18.78 |
| Bull Market (2/09 - 3/21) | 172.12 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.84 |
| 5 Year | 1.06 |
| 10 Year | 2.41 |
| Since Inception | 8.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.42 | 0.98 | NA | NA |
| 2023 | 1.50 | 2.01 | -1.71 | 11.98 |
| 2022 | -7.51 | -11.36 | -4.89 | 8.97 |
| 2021 | -4.11 | 3.71 | -0.21 | -1.07 |
| 2020 | -13.48 | 11.98 | 2.11 | 6.62 |
| 2019 | 6.76 | 2.16 | -1.53 | 3.24 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.42 | 13.96 | -15.04 | -1.84 | 5.49 | 10.89 | -7.77 | 10.13 | 14.70 | 0.24 | 4.32 |
| % Total Return Rel to Index | 7.38 | 8.75 | 3.23 | 5.13 | -4.60 | 4.98 | -7.73 | 4.18 | 14.87 | 5.85 | 4.34 |
| % Total Return Rel to Peer | 3.64 | 5.10 | -1.49 | 1.60 | -0.90 | 0.65 | -3.58 | 1.20 | 8.12 | 5.40 | 4.19 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 3.00 | 3.00 | 5.00 | 2.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.31 | 0.63 | 0.59 | 0.54 | 0.71 | 0.73 | 0.66 | 0.86 | 0.87 | 0.78 | 0.76 |
| % Yield | 2.48 | 5.18 | 5.00 | 3.70 | 4.59 | 4.73 | 4.53 | 5.14 | 5.40 | 5.27 | 4.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.04 | 0.01 | 0.00 | 0.04 | 0.07 | 0.13 | 0.00 | 0.25 |
| Expense Ratio | 0.00 | 0.84 | 0.82 | 0.79 | 0.80 | 0.82 | 0.83 | 0.82 | 0.83 | 0.84 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%