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FIXRX: FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY INCOME REPLACEMENT 2042 FUND (MUTUAL FUND)
Basic Info 54.92 0.02(0.04%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (70%) |
Start Date: | 01/08/2008 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.48% |
Expenses | 0.38% |
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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(%) | 1.0 | 3.6 | 10.1 | 0.5 | 5.3 | 5.3 | 8.1 | 5.5 | 11.8 | -15.7 | 8.0 | 13.1 | 17.5 | -6.2 | 14.1 | 7.1 | 0.1 | 6.6 | 19.1 | 13.8 | -2.1 | 13.7 | 28.9 | -27.8 |
Sharpe Ratio | NA | 0.49 | 0.67 | -0.27 | 0.36 | 0.48 | NA | 0.4 | 1.06 | -1.45 | 1.2 | 0.89 | 3.03 | -1.0 | 3.44 | 0.79 | 0.01 | 0.93 | 2.62 | 1.64 | -0.13 | 1.07 | 1.57 | -1.1 |
Draw Down(%) | NA | 3.2 | 7.2 | 21.6 | 21.6 | 21.6 | NA | 40.6 | 7.2 | 20.5 | 3.3 | 18.3 | 2.5 | 10.9 | 1.2 | 8.2 | 8.4 | 5.3 | 5.4 | 7.2 | 15.9 | 10.6 | 18.2 | 38.9 |
Standard Deviation(%) | NA | 6.4 | 7.0 | 8.7 | 9.7 | 8.6 | NA | 11.9 | 7.2 | 11.8 | 6.6 | 14.4 | 5.3 | 7.5 | 3.9 | 8.8 | 8.9 | 7.1 | 7.3 | 8.5 | 16.0 | 12.7 | 18.4 | 26.4 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.02 | 0.03 | 0.03 | NA | 0.03 | 0.06 | -0.13 | 0.05 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | -0.06 | -0.02 | 0.0 | -0.02 |
Beta | NA | 1.25 | 1.23 | 1.3 | 1.38 | 1.47 | NA | 1.81 | 1.22 | 1.32 | 1.51 | 1.47 | 1.54 | 1.67 | 1.39 | 1.89 | 1.9 | 2.01 | 1.67 | 2.06 | 2.47 | 2.15 | 2.05 | 2.18 |
RSquared | NA | 0.98 | 0.97 | 0.95 | 0.95 | 0.9 | NA | 0.84 | 0.95 | 0.96 | 0.9 | 0.97 | 0.87 | 0.91 | 0.62 | 0.84 | 0.84 | 0.81 | 0.79 | 0.79 | 0.86 | 0.81 | 0.88 | 0.89 |
Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 3.8 | 5.3 | 3.9 | 4.4 | 5.2 | 22.3 | 2.6 | 4.3 | 3.7 | 4.3 | 2.9 | 2.2 | 2.4 | 2.8 | 2.5 |
Dividend Growth(%) | N/A | -83.1 | N/A | N/A | N/A | N/A | N/A | N/A | -44.0 | -24.9 | 45.8 | 0.5 | -25.7 | -78.6 | 817.2 | -43.1 | 21.4 | -4.1 | 65.9 | 26.9 | -1.0 | 7.1 | -19.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2008
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