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FIARX: FIDELITY INCOME REPLACEMENT 2032 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2032 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 | 0.86% |
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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 | 2.5 | 4.3 | 6.5 | 4.5 | 0.0 | 8.5 | -4.0 | 10.8 | 6.7 | -0.3 | 6.6 | 15.8 | 11.7 | -1.2 | 12.2 | 25.6 | -26.9 | 2.7 |
Sharpe Ratio | NA | 0.0 | 0.46 | 0.81 | 0.88 | 0.39 | 0.0 | 2.85 | -1.15 | 3.29 | 0.87 | -0.05 | 1.08 | 2.52 | 1.65 | -0.09 | 1.11 | 1.58 | -1.21 | 0.6 |
Draw Down(%) | NA | 0.0 | 6.8 | 8.8 | 13.5 | 39.2 | 0.0 | 1.2 | 6.8 | 1.1 | 6.9 | 7.4 | 4.5 | 4.8 | 6.0 | 13.5 | 9.2 | 16.2 | 35.8 | 5.2 |
Standard Deviation(%) | NA | 0.3 | 3.1 | 4.9 | 7.0 | 10.4 | NA | 2.5 | 4.6 | 3.1 | 7.4 | 7.6 | 6.1 | 6.2 | 7.1 | 13.5 | 10.9 | 16.1 | 22.9 | 10.7 |
Treynor Ratio | NA | -706.71 | 0.06 | 0.09 | 0.07 | 0.03 | NA | 0.15 | -0.06 | 0.14 | 0.04 | 0.0 | 0.04 | 0.14 | 0.08 | -0.01 | 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 | 0.05 | 0.01 | -0.02 | 0.0 | 0.02 | 0.0 | 0.02 |
Beta | NA | 0.0 | 0.22 | 0.46 | 0.9 | 1.34 | 0.0 | 0.48 | 0.84 | 0.75 | 1.49 | 1.25 | 1.53 | 1.11 | 1.55 | 2.02 | 1.73 | 1.79 | 1.87 | 1.47 |
RSquared | NA | 0.0 | 0.21 | 0.28 | 0.44 | 0.64 | 0.0 | 0.46 | 0.8 | 0.44 | 0.78 | 0.63 | 0.71 | 0.6 | 0.72 | 0.82 | 0.77 | 0.87 | 0.87 | 0.63 |
Yield(%) | N/A | 0.0 | 6.1 | 5.3 | 5.2 | N/A | 0.0 | 0.5 | 3.1 | 16.4 | 2.7 | 3.8 | 3.0 | 2.8 | 6.2 | 1.9 | 2.1 | 2.7 | 3.6 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | 135.0 | 85.8 | N/A | N/A | -100.0 | -84.6 | -82.4 | 536.6 | -32.1 | 30.2 | 21.7 | -52.5 | 207.5 | 2.4 | -6.4 | -46.3 | 183.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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