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FURAX: FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2007 |
Last Dividend Date: | 07/05/2019 |
12-Mo. Yield | 0.00% |
Expenses | 0.88% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.8 | 4.7 | 6.8 | 4.6 | 0.0 | 9.7 | -5.0 | 12.2 | 6.8 | -0.3 | 6.4 | 16.8 | 12.3 | -1.7 | 12.5 | 26.7 | -28.6 | 3.0 |
Sharpe Ratio | NA | 0.0 | 0.43 | 0.79 | 0.86 | 0.37 | 0.0 | 2.62 | -1.06 | 3.34 | 0.82 | -0.04 | 0.99 | 2.55 | 1.63 | -0.12 | 1.07 | 1.55 | -1.2 | 0.64 |
Draw Down(%) | NA | 0.0 | 8.7 | 9.4 | 14.4 | 41.4 | 0.0 | 1.7 | 8.7 | 1.1 | 7.4 | 7.8 | 4.8 | 5.0 | 6.4 | 14.4 | 9.8 | 17.3 | 37.8 | 5.5 |
Standard Deviation(%) | NA | 0.4 | 4.0 | 5.5 | 7.5 | 11.2 | NA | 3.2 | 5.9 | 3.5 | 8.0 | 8.1 | 6.5 | 6.6 | 7.6 | 14.4 | 11.6 | 17.2 | 24.5 | 11.4 |
Treynor Ratio | NA | -566.73 | 0.06 | 0.08 | 0.07 | 0.03 | NA | 0.13 | -0.06 | 0.14 | 0.04 | 0.0 | 0.04 | 0.14 | 0.08 | -0.01 | 0.07 | 0.14 | -0.15 | 0.05 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | 0.02 | 0.0 | 0.05 | 0.01 | -0.02 | 0.0 | 0.02 | 0.0 | 0.02 |
Beta | NA | 0.0 | 0.29 | 0.53 | 0.98 | 1.44 | 0.0 | 0.62 | 1.07 | 0.84 | 1.59 | 1.32 | 1.62 | 1.17 | 1.64 | 2.15 | 1.84 | 1.91 | 2.0 | 1.56 |
RSquared | NA | 0.0 | 0.21 | 0.29 | 0.45 | 0.64 | 0.0 | 0.46 | 0.8 | 0.44 | 0.78 | 0.62 | 0.71 | 0.6 | 0.71 | 0.81 | 0.76 | 0.86 | 0.87 | 0.63 |
Yield(%) | N/A | 0.0 | 5.2 | 4.7 | 4.5 | N/A | 0.0 | 0.4 | 2.5 | 14.2 | 2.7 | 3.5 | 2.6 | 1.7 | 2.5 | 1.9 | 2.0 | 2.7 | 3.2 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | 116.5 | 154.3 | N/A | N/A | -100.0 | -84.8 | -83.1 | 457.8 | -28.0 | 43.6 | 73.3 | -25.9 | 30.3 | 3.5 | -9.5 | -42.4 | 175.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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