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FIRNX: FIDELITY INCOME REPLACEMENT 2024 FUND FIDELITY INCOME REPLACEMENT 2024 FUND (MUTUAL FUND)
Basic Info 55.38 0.04(0.07%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (77%) |
Start Date: | 09/20/2007 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.88% |
Expenses | 0.46% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 1.8 | 6.3 | -0.1 | 3.0 | 3.5 | 6.1 | 3.9 | 8.3 | -11.3 | 3.1 | 9.0 | 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 | -0.29 | 0.2 | -0.5 | 0.24 | 0.49 | NA | 0.38 | 0.76 | -1.79 | 0.95 | 1.45 | 3.96 | -1.02 | 3.34 | 1.09 | -0.05 | 1.41 | 2.47 | 1.8 | 0.0 | 1.22 | 1.67 | -1.23 | -0.14 |
Draw Down(%) | NA | 2.2 | 4.9 | 15.8 | 15.8 | 15.8 | NA | 35.0 | 4.9 | 15.0 | 2.2 | 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 | 4.8 | 5.2 | 5.6 | 5.3 | 4.8 | NA | 8.3 | 5.4 | 7.1 | 3.3 | 6.0 | 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 | -0.02 | 0.01 | -0.03 | 0.02 | 0.03 | NA | 0.03 | 0.05 | -0.16 | 0.04 | 0.15 | 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 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 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 | 0.9 | 0.9 | 0.82 | 0.72 | 0.79 | NA | 1.21 | 0.89 | 0.79 | 0.74 | 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 | 0.92 | 0.93 | 0.92 | 0.87 | 0.83 | NA | 0.77 | 0.91 | 0.93 | 0.89 | 0.85 | 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 | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 4.4 | 4.5 | 3.1 | 3.0 | 3.2 | 8.7 | 2.0 | 3.2 | 4.2 | 2.2 | 2.7 | 2.2 | 2.4 | 2.9 | 3.5 | 1.3 |
Dividend Growth(%) | N/A | -77.0 | N/A | N/A | N/A | N/A | N/A | N/A | -41.2 | -1.8 | 50.8 | 10.8 | -8.7 | -64.0 | 354.5 | -40.7 | -21.3 | 112.4 | -14.4 | 21.1 | 0.0 | 1.9 | -39.5 | 172.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2007
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