Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS A) | NA | 0.00% | 3.07% | 5.43% | 7.26% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS A) | 01/08/2008 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.07 | 5.43 | 7.26 | NA | NA | … | … | 0.00 | 10.98 | -5.97 | 13.68 | 6.82 | -0.19 | 6.38 | 17.99 | 13.15 | -2.17 | 13.25 | 28.12 | -27.71 |
| Sharpe Ratio | NA | 0.00 | 0.41 | 0.76 | 0.84 | NA | NA | … | … | 0.00 | 2.43 | -1.00 | 3.40 | 0.78 | -0.03 | 0.93 | 2.57 | 1.61 | -0.14 | 1.06 | 1.54 | -1.11 |
| Standard Deviation(%) | NA | 2.75 | 4.92 | 6.18 | 8.17 | NA | NA | … | … | NA | 3.93 | 7.33 | 3.85 | 8.48 | 8.58 | 6.84 | 7.00 | 8.19 | 15.59 | 12.47 | 18.17 | 26.14 |
| Draw Down(%) | NA | 0.00 | 10.65 | 10.65 | 15.59 | NA | NA | … | … | 0.00 | 2.14 | 10.65 | 1.18 | 7.91 | 8.25 | 5.14 | 5.24 | 6.97 | 15.59 | 10.48 | 18.16 | 38.70 |
| Yield(%) | 0.00 | 0.00 | 4.70 | 4.41 | 4.59 | 2.95 | 2.21 | … | … | 0.00 | 0.28 | 2.33 | 12.91 | 2.49 | 3.90 | 3.33 | 3.04 | 2.65 | 1.89 | 2.11 | 2.56 | 2.39 |
Data as of 08/24/2020, 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 |
|---|---|---|---|---|
| FARWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS A) |
2.97%
Jul 2017 – Jul 2020 |
3.93%
Dec 2013 – Dec 2018 |
5.78%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS A) |
19.81%
Feb 2009 – Feb 2012 |
16.84%
Feb 2009 – Feb 2014 |
10.63%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart