Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEDUX (Fidelity Education Income Fund) | -1.41% | -0.65% | 2.46% | 0.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDUX (Fidelity Education Income Fund) | 03/17/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -0.65 | 2.46 | 0.43 | NA | NA | NA | … | … | -1.41 | 1.87 | 3.91 | 5.16 | -6.09 | -0.19 |
| Sharpe Ratio | NA | -1.45 | -0.19 | -0.66 | NA | NA | NA | … | … | -2.68 | -0.43 | 0.09 | 0.37 | -1.94 | -0.19 |
| Standard Deviation(%) | NA | 2.06 | 2.84 | 3.15 | NA | NA | NA | … | … | 2.11 | 2.32 | 3.04 | 4.09 | 3.89 | 1.40 |
| Draw Down(%) | NA | 2.15 | 2.15 | 9.45 | NA | NA | NA | … | … | 2.15 | 1.19 | 1.67 | 2.44 | 8.44 | 1.37 |
| Yield(%) | 0.00 | 0.00 | 2.31 | 2.16 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 0.00 | 4.47 | 4.13 | 2.41 | 0.81 |
Data as of 06/04/2026, Common starting date is 03/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDUX (Fidelity Education Income Fund) |
-0.83%
Apr 2021 – Apr 2024 |
0.45%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDUX (Fidelity Education Income Fund) |
4.17%
Oct 2022 – Oct 2025 |
0.57%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart