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FARWX: FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/08/2008 |
Last Dividend Date: | 07/05/2019 |
12-Mo. Yield | 0.00% |
Expenses | 0.90% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/08/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.6 | 5.1 | 6.9 | 5.0 | 0.0 | 11.0 | -6.0 | 13.7 | 6.8 | -0.2 | 6.4 | 18.0 | 13.2 | -2.2 | 13.3 | 28.1 | -27.7 |
Sharpe Ratio | NA | 0.0 | 0.41 | 0.76 | 0.84 | 0.38 | 0.0 | 2.43 | -1.0 | 3.4 | 0.78 | -0.03 | 0.93 | 2.57 | 1.61 | -0.14 | 1.06 | 1.54 | -1.11 |
Draw Down(%) | NA | 0.0 | 10.7 | 10.7 | 15.6 | 40.5 | 0.0 | 2.1 | 10.7 | 1.2 | 7.9 | 8.2 | 5.1 | 5.2 | 7.0 | 15.6 | 10.5 | 18.2 | 38.7 |
Standard Deviation(%) | NA | 2.8 | 4.9 | 6.2 | 8.2 | 11.9 | NA | 3.9 | 7.3 | 3.9 | 8.5 | 8.6 | 6.8 | 7.0 | 8.2 | 15.6 | 12.5 | 18.2 | 26.1 |
Treynor Ratio | NA | 54.42 | 0.06 | 0.08 | 0.06 | 0.03 | NA | 0.13 | -0.06 | 0.14 | 0.04 | 0.0 | 0.04 | 0.14 | 0.07 | -0.01 | 0.07 | 0.14 | -0.14 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | 0.02 | 0.0 | 0.05 | 0.01 | -0.03 | 0.0 | 0.02 | 0.01 |
Beta | NA | 0.0 | 0.35 | 0.6 | 1.07 | 1.54 | 0.0 | 0.76 | 1.32 | 0.92 | 1.69 | 1.39 | 1.71 | 1.24 | 1.77 | 2.32 | 1.98 | 2.02 | 2.11 |
RSquared | NA | 0.0 | 0.21 | 0.3 | 0.45 | 0.64 | 0.0 | 0.45 | 0.79 | 0.43 | 0.77 | 0.61 | 0.71 | 0.59 | 0.71 | 0.81 | 0.76 | 0.86 | 0.87 |
Yield(%) | N/A | 0.0 | 4.7 | 4.4 | 4.6 | N/A | 0.0 | 0.3 | 2.3 | 12.9 | 2.5 | 3.9 | 3.3 | 3.0 | 2.7 | 1.9 | 2.1 | 2.6 | 2.4 |
Dividend Growth(%) | N/A | -100.0 | 77.1 | 90.5 | N/A | N/A | -100.0 | -88.8 | -81.9 | 447.5 | -39.2 | 21.1 | 23.3 | 27.0 | 34.9 | -1.1 | 3.3 | -23.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2008
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