Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS A) | 3.29% | 11.62% | 9.53% | 3.53% | 6.27% | 6.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS A) | 01/08/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 11.62 | 9.53 | 3.53 | 6.27 | 6.52 | NA | … | … | 3.29 | 13.15 | 6.30 | 11.55 | -15.86 | 7.73 | 12.80 | 17.23 | -6.36 | 13.98 | 6.84 | -0.15 | 6.37 | 18.79 | 13.53 | -2.35 | 13.40 | 28.59 | -27.95 |
| Sharpe Ratio | NA | 1.97 | 1.05 | 0.20 | 0.59 | NA | NA | … | … | 1.57 | 1.40 | 0.41 | 1.11 | -1.48 | 1.16 | 0.87 | 2.96 | -1.03 | 3.40 | 0.75 | -0.02 | 0.90 | 2.58 | 1.60 | -0.15 | 1.05 | 1.55 | -1.11 |
| Standard Deviation(%) | NA | 6.36 | 7.18 | 8.17 | 8.37 | NA | NA | … | … | 8.07 | 7.34 | 6.51 | 7.20 | 11.76 | 6.63 | 14.38 | 5.33 | 7.51 | 3.93 | 8.78 | 8.87 | 7.10 | 7.27 | 8.47 | 16.01 | 12.67 | 18.35 | 26.39 |
| Draw Down(%) | NA | 5.13 | 7.32 | 21.75 | 21.75 | NA | NA | … | … | 5.13 | 6.57 | 3.25 | 7.32 | 20.68 | 3.37 | 18.35 | 2.50 | 11.09 | 1.18 | 8.21 | 8.53 | 5.39 | 5.43 | 7.25 | 15.99 | 10.60 | 18.25 | 38.97 |
| Yield(%) | 0.00 | 2.63 | 2.63 | 3.01 | 5.23 | 5.36 | 4.34 | … | … | 0.39 | 2.69 | 2.46 | 2.41 | 3.63 | 5.10 | 3.64 | 4.12 | 5.05 | 22.23 | 2.33 | 4.06 | 3.42 | 4.05 | 2.58 | 1.90 | 2.17 | 2.58 | 2.34 |
Data as of 06/05/2026, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS A) |
-0.85%
Apr 2021 – Apr 2024 |
1.92%
Sep 2017 – Sep 2022 |
4.20%
Oct 2013 – Oct 2023 |
5.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS A) |
20.04%
Feb 2009 – Feb 2012 |
17.16%
Feb 2009 – Feb 2014 |
10.80%
Feb 2009 – Feb 2019 |
8.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart