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FIRWX: FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND (MUTUAL FUND)
Basic Info 61.75 0.01(0.02%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (71%) |
Start Date: | 01/08/2008 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.39% |
Expenses | 0.57% |
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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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 4.5 | 11.8 | 1.0 | 5.5 | 5.4 | 8.1 | 5.4 | 13.1 | -15.9 | 7.7 | 12.6 | 16.7 | -5.8 | 13.9 | 7.1 | 0.1 | 6.6 | 18.3 | 13.4 | -1.9 | 13.6 | 28.4 | -27.5 |
Sharpe Ratio | NA | 0.79 | 0.84 | -0.2 | 0.37 | 0.49 | NA | 0.4 | 1.15 | -1.35 | 1.24 | 0.91 | 3.01 | -0.97 | 3.44 | 0.81 | 0.0 | 0.96 | 2.61 | 1.65 | -0.13 | 1.08 | 1.56 | -1.1 |
Draw Down(%) | NA | 3.6 | 7.9 | 22.4 | 22.4 | 22.4 | NA | 40.4 | 7.9 | 21.4 | 3.4 | 17.9 | 2.4 | 10.4 | 1.2 | 7.9 | 8.2 | 5.1 | 5.2 | 7.0 | 15.5 | 10.5 | 18.1 | 38.6 |
Standard Deviation(%) | NA | 7.0 | 7.6 | 9.4 | 9.8 | 8.6 | NA | 11.8 | 7.8 | 12.9 | 6.2 | 13.6 | 5.1 | 7.3 | 3.9 | 8.5 | 8.6 | 6.8 | 7.0 | 8.2 | 15.6 | 12.5 | 18.2 | 26.1 |
Treynor Ratio | NA | 0.04 | 0.05 | -0.01 | 0.03 | 0.03 | NA | 0.03 | 0.07 | -0.12 | 0.06 | 0.09 | 0.1 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.11 | 0.07 | -0.01 | 0.06 | 0.14 | -0.13 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | -0.05 | -0.02 | 0.0 | -0.02 |
Beta | NA | 1.35 | 1.32 | 1.39 | 1.39 | 1.47 | NA | 1.79 | 1.3 | 1.44 | 1.4 | 1.39 | 1.47 | 1.63 | 1.37 | 1.83 | 1.84 | 1.94 | 1.61 | 2.0 | 2.41 | 2.12 | 2.03 | 2.16 |
RSquared | NA | 0.96 | 0.95 | 0.93 | 0.94 | 0.9 | NA | 0.85 | 0.92 | 0.95 | 0.89 | 0.97 | 0.87 | 0.91 | 0.62 | 0.84 | 0.84 | 0.81 | 0.79 | 0.79 | 0.86 | 0.81 | 0.88 | 0.9 |
Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 4.8 | 6.0 | 3.4 | 4.4 | 2.6 | 13.2 | 2.7 | 4.1 | 3.6 | 3.3 | 3.0 | 2.2 | 2.4 | 2.8 | 2.6 |
Dividend Growth(%) | N/A | -84.3 | N/A | N/A | N/A | N/A | N/A | N/A | -57.1 | -18.3 | 91.8 | -13.0 | 57.2 | -80.6 | 409.7 | -37.1 | 19.5 | 22.0 | 22.6 | 31.7 | 1.0 | 5.1 | -22.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2008
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