Find A Portfolio/Ticker
Comparison Box
FIRQX: FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND (MUTUAL FUND)
Basic Info 52.75 0.03(0.06%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (76%) |
Start Date: | 09/20/2007 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.72% |
Expenses | 0.36% |
Sign up to get fund ranking change alerts |
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(%) | 0.8 | 1.8 | 6.4 | -0.3 | 3.2 | 3.9 | 6.6 | 4.2 | 8.5 | -12.4 | 3.8 | 9.6 | 12.6 | -3.7 | 10.5 | 6.9 | -0.1 | 6.9 | 15.5 | 11.7 | -0.8 | 12.3 | 25.4 | -26.1 | 0.0 |
Sharpe Ratio | NA | -0.29 | 0.2 | -0.5 | 0.24 | 0.47 | NA | 0.36 | 0.77 | -1.75 | 0.97 | 1.2 | 3.65 | -1.12 | 3.33 | 0.94 | -0.02 | 1.16 | 2.56 | 1.71 | -0.06 | 1.16 | 1.62 | -1.21 | -0.21 |
Draw Down(%) | NA | 2.3 | 5.2 | 17.0 | 17.0 | 17.0 | NA | 38.0 | 5.2 | 16.2 | 2.4 | 11.4 | 1.1 | 6.4 | 1.1 | 6.6 | 7.0 | 4.3 | 4.6 | 5.8 | 13.0 | 8.8 | 15.8 | 34.8 | 5.0 |
Standard Deviation(%) | NA | 4.9 | 5.4 | 6.1 | 6.1 | 5.8 | NA | 9.5 | 5.6 | 7.9 | 3.9 | 7.7 | 3.1 | 4.5 | 3.0 | 7.1 | 7.3 | 5.9 | 6.0 | 6.9 | 13.1 | 10.5 | 15.7 | 22.3 | 10.3 |
Treynor Ratio | NA | -0.02 | 0.01 | -0.03 | 0.02 | 0.03 | NA | 0.02 | 0.05 | -0.16 | 0.04 | 0.12 | 0.12 | -0.05 | 0.09 | 0.04 | 0.0 | 0.04 | 0.11 | 0.07 | 0.0 | 0.07 | 0.14 | -0.14 | -0.01 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.05 |
Beta | NA | 0.92 | 0.94 | 0.9 | 0.86 | 0.97 | NA | 1.39 | 0.94 | 0.89 | 0.91 | 0.78 | 0.92 | 0.99 | 1.08 | 1.54 | 1.59 | 1.68 | 1.41 | 1.7 | 2.03 | 1.8 | 1.76 | 1.86 | 1.74 |
RSquared | NA | 0.94 | 0.94 | 0.95 | 0.94 | 0.84 | NA | 0.79 | 0.93 | 0.96 | 0.93 | 0.94 | 0.92 | 0.9 | 0.66 | 0.85 | 0.86 | 0.81 | 0.82 | 0.8 | 0.86 | 0.82 | 0.88 | 0.9 | 0.72 |
Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 4.2 | 5.9 | 3.7 | 3.5 | 4.2 | 15.3 | 2.6 | 3.9 | 3.9 | 1.8 | 2.8 | 2.1 | 2.2 | 2.8 | 3.4 | 1.4 |
Dividend Growth(%) | N/A | -78.6 | N/A | N/A | N/A | N/A | N/A | N/A | -41.5 | -30.1 | 68.2 | 16.6 | -25.2 | -73.7 | 530.1 | -37.6 | 4.0 | 144.6 | -30.8 | 27.9 | 5.1 | -4.8 | -40.2 | 148.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) 0.0% (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) 0.0% (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) 0.09% (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) 0.0% (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) 0.0% (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) 0.0% (94%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) 0.0% (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) 0.0% (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) 0.0% (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) 0.0% (88%)