Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHRFX (Fidelity Managed Retirement 2025 Fund Class K6) | 5.22% | 13.86% | 10.63% | 4.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHRFX (Fidelity Managed Retirement 2025 Fund Class K6) | 08/02/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 13.86 | 10.63 | 4.33 | NA | NA | NA | … | … | 5.22 | 13.64 | 6.78 | 12.05 | -15.48 | 8.21 | 13.42 | 6.64 |
| Sharpe Ratio | NA | 2.05 | 1.12 | 0.26 | NA | NA | NA | … | … | 1.65 | 1.47 | 0.48 | 1.18 | -1.44 | 1.23 | 0.91 | 3.00 |
| Standard Deviation(%) | NA | 6.35 | 7.19 | 8.17 | NA | NA | NA | … | … | 8.05 | 7.35 | 6.53 | 7.20 | 11.77 | 6.64 | 14.37 | 5.21 |
| Draw Down(%) | NA | 5.08 | 7.21 | 21.43 | NA | NA | NA | … | … | 5.08 | 6.52 | 3.23 | 7.21 | 20.40 | 3.33 | 18.33 | 1.76 |
| Yield(%) | 0.00 | 3.08 | 3.11 | 3.40 | 2.83 | 1.89 | 1.42 | … | … | 0.50 | 3.18 | 2.93 | 2.90 | 4.00 | 5.48 | 4.12 | 3.74 |
Data as of 06/04/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHRFX (Fidelity Managed Retirement 2025 Fund Class K6) |
-0.40%
Apr 2021 – Apr 2024 |
4.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHRFX (Fidelity Managed Retirement 2025 Fund Class K6) |
12.07%
Sep 2022 – Sep 2025 |
7.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart