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FIRNX: FIDELITY INCOME REPLACEMENT 2024 FUND FIDELITY INCOME REPLACEMENT 2024 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 09/20/2007 |
| Last Dividend Date: | 01/07/2025 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.46% |
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Performance Analytics (As of 02/05/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/20/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.5 | 0.1 | 1.0 | 2.7 | 4.7 | 3.6 | -0.7 | 4.5 | 8.3 | -12.8 | 1.0 | 7.0 | 10.6 | -1.8 | 7.9 | 5.9 | -0.3 | 7.1 | 12.8 | 10.6 | 0.0 | 11.5 | 23.9 | -24.0 | 0.3 |
| Sharpe Ratio | NA | 0.21 | -0.5 | -0.15 | 0.28 | NA | 0.33 | -4.32 | 0.19 | 0.86 | -1.98 | 0.27 | 1.09 | 3.93 | -1.05 | 3.32 | 1.09 | -0.05 | 1.41 | 2.47 | 1.8 | 0.0 | 1.22 | 1.67 | -1.23 | -0.15 |
| Draw Down(%) | NA | 3.2 | 14.8 | 18.5 | 18.5 | NA | 35.0 | 0.9 | 2.7 | 4.9 | 16.4 | 2.7 | 9.8 | 0.7 | 4.2 | 0.9 | 4.8 | 5.6 | 3.4 | 4.2 | 4.8 | 11.2 | 7.9 | 14.5 | 32.3 | 4.3 |
| Standard Deviation(%) | NA | 4.4 | 5.8 | 5.6 | 4.8 | NA | 8.2 | 2.4 | 4.6 | 5.4 | 7.2 | 3.6 | 6.2 | 2.3 | 3.0 | 2.2 | 5.2 | 5.6 | 5.0 | 5.2 | 5.9 | 11.4 | 9.4 | 14.2 | 20.2 | 9.3 |
| Treynor Ratio | NA | 0.01 | -0.04 | -0.01 | 0.02 | NA | 0.02 | -0.37 | 0.01 | 0.05 | -0.18 | 0.01 | 0.12 | 0.14 | -0.05 | 0.09 | 0.05 | 0.0 | 0.05 | 0.1 | 0.07 | 0.0 | 0.07 | 0.15 | -0.15 | -0.01 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | -0.01 | -0.06 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.03 | -0.01 | 0.0 | -0.02 | -0.04 |
| Beta | NA | 0.84 | 0.82 | 0.72 | 0.77 | NA | 1.2 | 0.28 | 0.91 | 0.89 | 0.78 | 0.75 | 0.58 | 0.64 | 0.66 | 0.85 | 1.16 | 1.25 | 1.38 | 1.23 | 1.47 | 1.78 | 1.62 | 1.6 | 1.7 | 1.59 |
| RSquared | NA | 0.85 | 0.88 | 0.83 | 0.81 | NA | 0.76 | 0.39 | 0.92 | 0.91 | 0.88 | 0.72 | 0.8 | 0.78 | 0.88 | 0.75 | 0.88 | 0.89 | 0.77 | 0.84 | 0.81 | 0.87 | 0.84 | 0.89 | 0.91 | 0.73 |
| Yield(%) | N/A | 3.2 | 2.9 | 2.5 | 3.2 | 4.0 | N/A | 0.1 | 3.2 | 3.0 | 3.0 | 2.4 | 1.2 | 3.0 | 3.1 | 8.7 | 2.0 | 3.2 | 4.2 | 2.1 | 2.7 | 2.2 | 2.4 | 2.9 | 3.5 | 1.3 |
| Dividend Growth(%) | N/A | 8.0 | 33.9 | -35.9 | N/A | N/A | N/A | -97.8 | 10.3 | -13.2 | 23.4 | 106.6 | -56.7 | -9.3 | -64.2 | 362.1 | -41.7 | -20.9 | 115.5 | -15.3 | 21.0 | -0.2 | 0.8 | -39.4 | 174.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2007
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