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FILAX: FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2020 FUND: CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2007 |
Last Dividend Date: | 03/23/2017 |
12-Mo. Yield | 9.23% |
Expenses | 0.79% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.4 | 1.6 | 4.2 | 3.1 | 3.5 | 1.0 | 4.2 | -0.5 | 6.8 | 8.7 | 8.7 | 0.6 | 10.3 | 21.8 | -22.1 | 2.2 |
Sharpe Ratio | NA | 0.93 | 0.5 | 1.21 | 0.34 | 0.38 | 0.87 | 1.39 | -0.16 | 1.68 | 2.21 | 1.92 | 0.06 | 1.27 | 1.71 | -1.27 | 0.57 |
Draw Down(%) | NA | 0.5 | 5.2 | 5.2 | 32.4 | 32.4 | 0.5 | 2.5 | 3.8 | 2.1 | 3.6 | 3.6 | 9.0 | 6.7 | 13.1 | 29.9 | 4.1 |
Standard Deviation(%) | NA | 1.0 | 2.7 | 3.3 | 8.5 | 8.5 | 0.7 | 2.8 | 3.5 | 4.0 | 3.9 | 4.5 | 9.1 | 8.0 | 12.6 | 18.1 | 8.5 |
Treynor Ratio | NA | 0.03 | 0.02 | 0.05 | 0.02 | 0.02 | 0.04 | 0.06 | -0.01 | 0.07 | 0.09 | 0.08 | 0.0 | 0.07 | 0.15 | -0.15 | 0.03 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.02 | -0.02 |
Beta | NA | 0.26 | 0.67 | 0.78 | 1.33 | 1.33 | 0.18 | 0.64 | 0.79 | 0.96 | 0.96 | 1.15 | 1.44 | 1.39 | 1.43 | 1.53 | 1.41 |
RSquared | NA | 0.46 | 0.85 | 0.75 | 0.85 | 0.85 | 0.3 | 0.9 | 0.95 | 0.57 | 0.89 | 0.84 | 0.89 | 0.85 | 0.9 | 0.91 | 0.77 |
Yield(%) | N/A | 9.2 | 4.8 | 4.7 | 3.4 | N/A | 8.7 | 1.9 | 3.4 | 4.9 | 2.0 | 2.2 | 2.0 | 2.1 | 2.7 | 3.0 | 1.3 |
Dividend Growth(%) | N/A | 301.6 | 65.0 | 123.3 | N/A | N/A | 355.8 | -45.0 | -29.2 | 156.7 | -4.6 | 10.1 | 4.2 | -8.7 | -32.0 | 128.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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