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FRJAX: FIDELITY INCOME REPLACEMENT 2016 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2016 FUND: CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2007 |
Last Dividend Date: | 01/24/2017 |
12-Mo. Yield | 2.08% |
Expenses | 0.73% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.2 | 0.2 | 2.4 | 2.2 | 2.6 | 0.0 | 0.4 | 0.1 | 7.8 | 3.4 | 5.6 | 1.9 | 8.3 | 18.2 | -18.0 | 2.0 |
Sharpe Ratio | NA | -4.03 | -0.08 | 0.78 | 0.32 | 0.36 | -17.31 | 0.41 | 0.16 | 1.29 | 1.86 | 2.41 | 0.35 | 1.51 | 1.87 | -1.35 | 0.61 |
Draw Down(%) | NA | 0.0 | 0.8 | 1.9 | 26.3 | 26.3 | 0.0 | 0.4 | 0.7 | 0.5 | 1.9 | 1.8 | 5.1 | 4.4 | 10.3 | 24.6 | 3.1 |
Standard Deviation(%) | NA | 0.1 | 0.5 | 2.9 | 6.4 | 6.3 | 0.0 | 0.4 | 0.7 | 6.0 | 1.8 | 2.3 | 5.3 | 5.5 | 9.7 | 14.0 | 6.5 |
Treynor Ratio | NA | -0.34 | 0.0 | 0.1 | 0.02 | 0.02 | -5.07 | 0.02 | 0.01 | 0.21 | 0.08 | 0.09 | 0.02 | 0.08 | 0.16 | -0.16 | 0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | -0.02 |
Beta | NA | 0.01 | 0.11 | 0.23 | 0.92 | 0.92 | 0.0 | 0.08 | 0.16 | 0.37 | 0.45 | 0.6 | 0.86 | 0.98 | 1.11 | 1.19 | 1.12 |
RSquared | NA | 0.09 | 0.65 | 0.08 | 0.72 | 0.72 | 0.01 | 0.69 | 0.84 | 0.04 | 0.92 | 0.89 | 0.94 | 0.9 | 0.92 | 0.93 | 0.81 |
Yield(%) | N/A | 2.1 | 1.5 | 2.9 | 2.5 | N/A | 1.5 | 1.0 | 0.7 | 9.4 | 0.7 | 1.7 | 2.0 | 2.1 | 2.6 | 3.5 | 1.1 |
Dividend Growth(%) | N/A | 348.3 | -61.6 | 29.8 | N/A | N/A | 51.8 | 43.0 | -93.0 | 1223.5 | -56.5 | -14.1 | 0.5 | -7.1 | -40.4 | 236.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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