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FMREX: Fidelity Managed Retirement 2030 Fund Class K (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/28/2008 |
Last Dividend Date: | 12/31/2010 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 11/17/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 01/28/2008 |
2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -7.0 | 16.0 | -5.5 | -12.3 | 18.8 | 34.5 | -42.5 |
Sharpe Ratio | NA | -0.35 | 0.34 | -0.14 | -0.66 | 0.34 | 1.28 | -1.16 |
Draw Down(%) | NA | 20.3 | 31.0 | 56.5 | 20.3 | 31.0 | 25.9 | 56.5 |
Standard Deviation(%) | NA | 20.3 | 46.3 | 39.7 | 20.9 | 55.0 | 26.9 | 39.4 |
Treynor Ratio | NA | -0.11 | 0.2 | -0.07 | -0.22 | 0.26 | 0.4 | -0.56 |
Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | 0.09 | 0.01 | -0.07 |
Beta | NA | 0.64 | 0.79 | 0.79 | 0.64 | 0.73 | 0.86 | 0.82 |
RSquared | NA | 0.64 | 0.28 | 0.41 | 0.63 | 0.07 | 0.84 | 0.87 |
Yield(%) | N/A | 1.2 | 0.8 | N/A | 0.0 | 1.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 433.3 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2008
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