Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHRVX (Fidelity Managed Retirement 2020 Fund Class K6) | 4.01% | 11.82% | 9.43% | 3.73% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHRVX (Fidelity Managed Retirement 2020 Fund Class K6) | 08/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 11.82 | 9.43 | 3.73 | NA | NA | NA | … | … | 4.01 | 12.49 | 6.07 | 10.94 | -14.46 | 6.97 | 12.36 | 5.95 |
| Sharpe Ratio | NA | 1.59 | 0.96 | 0.16 | NA | NA | NA | … | … | 0.97 | 1.53 | 0.42 | 1.11 | -1.52 | 1.20 | 0.97 | 3.04 |
| Standard Deviation(%) | NA | 5.78 | 6.43 | 7.28 | NA | NA | NA | … | … | 7.29 | 6.33 | 5.87 | 6.62 | 10.47 | 5.80 | 12.49 | 4.55 |
| Draw Down(%) | NA | 4.51 | 6.47 | 19.96 | NA | NA | NA | … | … | 4.51 | 5.40 | 2.92 | 6.47 | 18.99 | 2.95 | 16.32 | 1.53 |
| Yield(%) | 0.00 | 3.19 | 3.20 | 3.21 | 2.62 | 1.75 | 1.31 | … | … | 0.54 | 3.31 | 3.07 | 2.97 | 3.09 | 4.91 | 4.27 | 2.93 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FHRVX (Fidelity Managed Retirement 2020 Fund Class K6) |
-0.57%
Apr 2021 – Apr 2024 |
3.71%
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 |
|---|---|---|---|---|
| FHRVX (Fidelity Managed Retirement 2020 Fund Class K6) |
10.93%
Sep 2022 – Sep 2025 |
6.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart