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FARPX: FIDELITY INCOME REPLACEMENT 2028 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2028 FUND: CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2007 |
Last Dividend Date: | 07/05/2019 |
12-Mo. Yield | 0.00% |
Expenses | 0.25% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.1 | 3.9 | 6.1 | 4.3 | 0.0 | 7.3 | -3.2 | 9.2 | 6.4 | -0.4 | 6.7 | 14.5 | 11.1 | -0.8 | 11.9 | 24.5 | -25.6 | 2.5 |
Sharpe Ratio | NA | 0.0 | 0.45 | 0.82 | 0.9 | 0.39 | 0.0 | 3.09 | -1.32 | 3.2 | 0.93 | -0.06 | 1.18 | 2.49 | 1.68 | -0.07 | 1.15 | 1.6 | -1.22 | 0.59 |
Draw Down(%) | NA | 0.0 | 5.1 | 8.0 | 12.6 | 37.4 | 0.0 | 0.8 | 5.1 | 1.1 | 6.2 | 6.8 | 4.1 | 4.5 | 5.6 | 12.6 | 8.5 | 15.5 | 34.2 | 4.9 |
Standard Deviation(%) | NA | 0.2 | 2.4 | 4.2 | 6.4 | 9.7 | NA | 1.9 | 3.4 | 2.7 | 6.7 | 6.9 | 5.7 | 5.8 | 6.6 | 12.6 | 10.2 | 15.3 | 21.7 | 10.1 |
Treynor Ratio | NA | -824.69 | 0.06 | 0.09 | 0.07 | 0.03 | NA | 0.17 | -0.07 | 0.13 | 0.05 | 0.0 | 0.05 | 0.14 | 0.08 | 0.0 | 0.07 | 0.14 | -0.15 | 0.04 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.01 | 0.04 | 0.01 | -0.02 | 0.0 | 0.02 | 0.0 | 0.02 |
Beta | NA | 0.0 | 0.17 | 0.39 | 0.82 | 1.25 | 0.0 | 0.35 | 0.63 | 0.66 | 1.35 | 1.14 | 1.42 | 1.05 | 1.45 | 1.9 | 1.63 | 1.7 | 1.77 | 1.38 |
RSquared | NA | 0.0 | 0.21 | 0.27 | 0.44 | 0.64 | 0.0 | 0.42 | 0.82 | 0.46 | 0.79 | 0.64 | 0.7 | 0.61 | 0.72 | 0.82 | 0.77 | 0.87 | 0.88 | 0.64 |
Yield(%) | N/A | 0.0 | 5.1 | 4.4 | 4.2 | N/A | 0.0 | 0.4 | 3.2 | 13.1 | 2.1 | 3.0 | 2.7 | 1.6 | 2.4 | 1.9 | 2.2 | 2.6 | 2.8 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 156.3 | 129.0 | N/A | N/A | -100.0 | -87.8 | -76.4 | 571.4 | -33.5 | 13.5 | 89.0 | -28.5 | 24.5 | -4.8 | 2.3 | -33.0 | 170.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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