Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS A) | 4.37% | 11.44% | 8.37% | 3.12% | 5.31% | 5.62% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS A) | 09/07/2007 | 06/03/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 11.44 | 8.37 | 3.12 | 5.31 | 5.62 | NA | … | … | 4.37 | 10.82 | 4.91 | 9.37 | -13.74 | 5.06 | 10.62 | 14.14 | -4.80 | 11.76 | 6.77 | -0.31 | 6.47 | 16.27 | 11.99 | -1.46 | 12.32 | 26.08 | -27.84 | 2.82 |
| Sharpe Ratio | NA | 1.86 | 0.96 | 0.09 | 0.58 | NA | NA | … | … | 1.41 | 1.50 | 0.25 | 0.95 | -1.67 | 1.04 | 1.02 | 3.28 | -1.10 | 3.33 | 0.85 | -0.04 | 1.03 | 2.54 | 1.63 | -0.11 | 1.09 | 1.57 | -1.21 | 0.61 |
| Standard Deviation(%) | NA | 4.81 | 5.60 | 6.36 | 6.35 | NA | NA | … | … | 6.06 | 5.33 | 5.26 | 6.07 | 9.14 | 4.86 | 10.13 | 3.86 | 5.64 | 3.35 | 7.73 | 7.87 | 6.27 | 6.39 | 7.37 | 13.95 | 11.20 | 16.59 | 23.71 | 11.16 |
| Draw Down(%) | NA | 3.95 | 5.93 | 18.73 | 18.73 | NA | NA | … | … | 3.95 | 4.40 | 2.92 | 5.93 | 17.79 | 2.70 | 13.87 | 1.61 | 8.37 | 1.12 | 7.19 | 7.62 | 4.65 | 4.88 | 6.24 | 13.95 | 9.45 | 16.73 | 36.81 | 5.41 |
| Yield(%) | 0.00 | 2.82 | 2.81 | 3.18 | 5.00 | 4.96 | 4.09 | … | … | 0.44 | 2.94 | 2.71 | 2.58 | 3.86 | 4.98 | 3.38 | 3.38 | 4.62 | 21.42 | 1.90 | 4.03 | 3.58 | 1.97 | 2.47 | 1.90 | 2.01 | 2.75 | 2.83 | 1.29 |
Data as of 06/03/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS A) |
-1.49%
Oct 2007 – Oct 2010 |
1.43%
Sep 2017 – Sep 2022 |
3.58%
Oct 2013 – Oct 2023 |
3.61%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS A) |
18.45%
Feb 2009 – Feb 2012 |
15.60%
Feb 2009 – Feb 2014 |
9.87%
Feb 2009 – Feb 2019 |
7.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart