Fidelity New Markets Income Fund: (MF: FNMIX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$13.00 USD
+0.03 (0.23%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.68 | 14 |
3 months | 3.74 | 64 |
6 months | 6.56 | 12 |
1 Year | 16.09 | 3 |
3 Year | 0.20 | 19 |
5 Year | 2.04 | 19 |
10 Year | 2.65 | 16 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 120.35 |
Bear Market (10/07 - 2/09) | -18.78 |
Bull Market (2/09 - 3/21) | 180.68 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 13.83 |
5 Year | 1.06 |
10 Year | 2.41 |
Since Inception | 8.57 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 2.42 | 0.98 | NA | NA |
2023 | 1.50 | 2.01 | -1.71 | 11.98 |
2022 | -7.51 | -11.36 | -4.89 | 8.97 |
2021 | -4.11 | 3.71 | -0.21 | -1.07 |
2020 | -13.48 | 11.98 | 2.11 | 6.62 |
2019 | 6.76 | 2.16 | -1.53 | 3.24 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.68 | 13.96 | -15.04 | -1.84 | 5.49 | 10.89 | -7.77 | 10.13 | 14.70 | 0.24 | 4.32 |
% Total Return Rel to Index | 5.61 | 8.75 | 3.23 | 5.13 | -4.60 | 4.98 | -7.73 | 4.18 | 14.87 | 5.85 | 4.34 |
% Total Return Rel to Peer | 2.93 | 5.10 | -1.49 | 1.60 | -0.90 | 0.65 | -3.58 | 1.20 | 8.12 | 5.40 | 4.19 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 3.00 | 3.00 | 5.00 | 2.00 | 1.00 | 1.00 | 1.00 |
% Dividends | 0.42 | 0.63 | 0.59 | 0.54 | 0.71 | 0.73 | 0.66 | 0.86 | 0.87 | 0.78 | 0.76 |
% Yield | 3.20 | 5.25 | 5.00 | 3.70 | 4.59 | 4.73 | 4.53 | 5.14 | 5.40 | 5.27 | 4.81 |
Capital Gains ($) | 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%