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FRQAX: FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS A (MUTUAL FUND)
Basic Info 52.73 0.04(0.08%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (26%) |
Start Date: | 09/07/2007 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.45% |
Expenses | 0.36% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/07/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 1.7 | 6.1 | -0.6 | 3.0 | 3.6 | 6.4 | 4.2 | 8.2 | -12.6 | 3.6 | 9.3 | 12.3 | -3.9 | 10.3 | 6.6 | -0.4 | 6.6 | 15.2 | 11.5 | -1.0 | 12.0 | 25.1 | -26.2 | 2.6 |
Sharpe Ratio | NA | 0.17 | 0.42 | -0.48 | 0.23 | 0.44 | NA | 0.36 | 0.72 | -1.78 | 0.91 | 1.17 | 3.58 | -1.16 | 3.26 | 0.9 | -0.06 | 1.12 | 2.51 | 1.67 | -0.08 | 1.13 | 1.59 | -1.21 | 0.6 |
Draw Down(%) | NA | 2.3 | 5.3 | 17.2 | 17.2 | 17.2 | NA | 38.2 | 5.3 | 16.4 | 2.5 | 11.4 | 1.1 | 6.7 | 1.1 | 6.6 | 7.1 | 4.3 | 4.7 | 5.8 | 13.1 | 8.9 | 15.9 | 35.0 | 5.1 |
Standard Deviation(%) | NA | 4.9 | 5.4 | 6.0 | 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 | 10.4 |
Treynor Ratio | NA | 0.01 | 0.02 | -0.03 | 0.02 | 0.03 | NA | 0.02 | 0.04 | -0.16 | 0.04 | 0.12 | 0.12 | -0.05 | 0.09 | 0.04 | 0.0 | 0.04 | 0.11 | 0.07 | -0.01 | 0.07 | 0.14 | -0.15 | 0.04 |
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 | -0.01 | 0.0 | -0.01 | 0.02 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.03 |
Beta | NA | 0.94 | 0.94 | 0.9 | 0.86 | 0.97 | NA | 1.39 | 0.94 | 0.89 | 0.9 | 0.78 | 0.91 | 1.0 | 1.08 | 1.55 | 1.58 | 1.68 | 1.41 | 1.7 | 2.03 | 1.8 | 1.76 | 1.87 | 1.69 |
RSquared | NA | 0.94 | 0.94 | 0.95 | 0.94 | 0.84 | NA | 0.79 | 0.93 | 0.96 | 0.93 | 0.94 | 0.93 | 0.91 | 0.66 | 0.85 | 0.86 | 0.8 | 0.82 | 0.8 | 0.86 | 0.82 | 0.88 | 0.9 | 0.73 |
Yield(%) | N/A | 0.5 | 2.7 | 4.0 | 3.9 | 4.6 | 5.7 | N/A | 2.6 | 4.0 | 5.6 | 3.4 | 3.2 | 4.1 | 15.1 | 2.3 | 3.7 | 3.6 | 1.5 | 2.5 | 1.9 | 1.9 | 2.5 | 3.2 | 1.3 |
Dividend Growth(%) | N/A | -78.3 | -46.0 | 25.1 | -34.6 | N/A | N/A | N/A | -45.1 | -30.7 | 73.0 | 17.4 | -28.0 | -74.6 | 601.5 | -40.6 | 4.3 | 169.2 | -35.0 | 30.4 | 8.2 | -7.6 | -43.6 | 143.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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