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FIRLX: FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY INCOME REPLACEMENT 2020 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/20/2007 |
Last Dividend Date: | 03/23/2017 |
12-Mo. Yield | 9.23% |
Expenses | 0.54% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/20/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -11.6 | -6.5 | 0.0 | -0.1 | -30.2 | 4.4 | -0.3 | 7.0 | 9.0 | 9.0 | 0.9 | 10.6 | 22.1 | -21.9 | 0.1 |
Sharpe Ratio | NA | -0.5 | -0.19 | -0.02 | 0.39 | -0.02 | -0.85 | 1.48 | -0.09 | 1.76 | 2.27 | 1.99 | 0.09 | 1.31 | 1.74 | -1.25 | -0.24 |
Draw Down(%) | NA | 31.1 | 31.1 | 31.1 | 31.4 | 32.2 | 31.1 | 2.5 | 3.7 | 2.1 | 3.6 | 3.6 | 8.9 | 6.6 | 13.1 | 29.7 | 4.1 |
Standard Deviation(%) | NA | 61.9 | 55.7 | 149.3 | 8.5 | 16.7 | 38.2 | 2.8 | 3.5 | 4.0 | 3.9 | 4.5 | 9.1 | 8.0 | 12.7 | 18.1 | 8.4 |
Treynor Ratio | NA | 1.66 | -0.18 | -0.05 | 0.0 | 0.0 | 2.92 | 0.07 | 0.0 | 0.07 | 0.09 | 0.08 | 0.01 | 0.08 | 0.15 | -0.15 | -0.01 |
Alpha | NA | -0.18 | -0.09 | -0.07 | -0.15 | -0.03 | -0.13 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.02 | -0.04 |
Beta | NA | -0.19 | 0.58 | 0.69 | 1.28 | 1.33 | -0.11 | 0.64 | 0.8 | 0.96 | 0.96 | 1.15 | 1.44 | 1.39 | 1.43 | 1.53 | 1.44 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.29 | 0.0 | 0.91 | 0.95 | 0.57 | 0.9 | 0.85 | 0.89 | 0.85 | 0.9 | 0.91 | 0.75 |
Yield(%) | N/A | 9.2 | 5.0 | 4.9 | 3.6 | N/A | 8.7 | 2.2 | 3.6 | 5.1 | 2.3 | 2.5 | 2.3 | 2.4 | 2.9 | 3.3 | 1.4 |
Dividend Growth(%) | N/A | 265.9 | 58.7 | 108.8 | N/A | N/A | 300.8 | -40.8 | -28.0 | 138.5 | -3.3 | 9.0 | 1.8 | -3.5 | -31.9 | 137.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2007
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