Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS I) | NA | -34.35% | -10.28% | -2.90% | 3.06% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIIWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS I) | 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 (%) | -34.35 | -34.35 | -10.28 | -2.90 | 3.06 | NA | NA | … | … | 0.00 | 11.14 | -5.77 | 13.94 | 7.08 | 0.07 | 6.61 | 18.29 | 13.38 | -1.91 | 13.50 | 28.44 | -27.54 |
| Sharpe Ratio | NA | 0.00 | 0.44 | 0.79 | 0.87 | NA | NA | … | … | 0.00 | 2.48 | -0.97 | 3.47 | 0.81 | 0.00 | 0.97 | 2.61 | 1.64 | -0.12 | 1.08 | 1.56 | -1.10 |
| Standard Deviation(%) | NA | 0.47 | 4.92 | 6.18 | 8.17 | NA | NA | … | … | NA | 3.93 | 7.32 | 3.86 | 8.49 | 8.58 | 6.83 | 7.00 | 8.17 | 15.60 | 12.46 | 18.17 | 26.14 |
| Draw Down(%) | NA | 0.00 | 10.44 | 10.44 | 15.51 | NA | NA | … | … | 0.00 | 2.15 | 10.44 | 1.17 | 7.89 | 8.18 | 5.11 | 5.22 | 6.97 | 15.51 | 10.46 | 18.13 | 38.61 |
| Yield(%) | 0.00 | 0.00 | 4.84 | 4.62 | 4.89 | 3.16 | 2.37 | … | … | 0.00 | 0.41 | 2.53 | 13.24 | 2.74 | 4.15 | 3.57 | 3.31 | 2.93 | 2.19 | 2.34 | 2.82 | 2.59 |
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 |
|---|---|---|---|---|
| FIIWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS I) |
3.13%
Jul 2017 – Jul 2020 |
4.17%
Dec 2013 – Dec 2018 |
6.04%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS I) |
20.11%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
10.89%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart