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FIRJX: FIDELITY INCOME REPLACEMENT 2016 FUND FIDELITY INCOME REPLACEMENT 2016 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/18/2007 |
Last Dividend Date: | 01/24/2017 |
12-Mo. Yield | 2.16% |
Expenses | 0.48% |
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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 09/19/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.2 | 0.4 | 2.7 | 2.5 | 2.6 | 0.0 | 0.6 | 0.4 | 8.4 | 3.7 | 5.9 | 2.2 | 8.6 | 18.5 | -17.8 | 0.2 |
Sharpe Ratio | NA | -3.08 | 0.26 | 0.84 | 0.36 | 0.38 | -17.54 | 1.01 | 0.48 | 1.32 | 2.01 | 2.54 | 0.4 | 1.56 | 1.9 | -1.33 | -0.24 |
Draw Down(%) | NA | 0.0 | 0.6 | 1.9 | 26.0 | 26.0 | 0.0 | 0.4 | 0.6 | 0.5 | 1.9 | 1.8 | 5.0 | 4.3 | 10.3 | 24.5 | 3.1 |
Standard Deviation(%) | NA | 0.1 | 0.5 | 3.0 | 6.4 | 6.4 | 0.0 | 0.4 | 0.7 | 6.4 | 1.8 | 2.3 | 5.3 | 5.5 | 9.7 | 14.0 | 6.4 |
Treynor Ratio | NA | -0.31 | 0.01 | 0.11 | 0.02 | 0.03 | 15.12 | 0.05 | 0.02 | 0.22 | 0.08 | 0.1 | 0.02 | 0.09 | 0.17 | -0.16 | -0.01 |
Alpha | NA | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | -0.02 |
Beta | NA | 0.01 | 0.11 | 0.23 | 0.92 | 0.92 | 0.0 | 0.08 | 0.16 | 0.38 | 0.45 | 0.6 | 0.86 | 0.98 | 1.11 | 1.19 | 1.1 |
RSquared | NA | 0.06 | 0.64 | 0.08 | 0.72 | 0.72 | 0.0 | 0.69 | 0.83 | 0.03 | 0.91 | 0.89 | 0.94 | 0.9 | 0.92 | 0.93 | 0.79 |
Yield(%) | N/A | 2.2 | 1.7 | 3.1 | 2.7 | N/A | 1.5 | 1.3 | 0.9 | 9.7 | 1.0 | 2.0 | 2.3 | 2.4 | 2.9 | 3.7 | 1.1 |
Dividend Growth(%) | N/A | 198.6 | -59.3 | 26.5 | N/A | N/A | 15.4 | 35.4 | -90.5 | 888.2 | -48.0 | -12.5 | -0.9 | -3.4 | -38.1 | 237.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2007
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