Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS I) | 5.12% | 13.61% | 10.41% | 3.22% | 5.98% | 6.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS I) | 01/08/2008 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 13.61 | 10.41 | 3.22 | 5.98 | 6.41 | NA | … | … | 5.12 | 13.43 | 6.55 | 11.83 | -16.97 | 5.04 | 10.27 | 17.54 | -6.19 | 14.27 | 7.13 | 0.10 | 6.63 | 19.08 | 13.80 | -2.10 | 13.70 | 28.91 | -27.79 |
| Sharpe Ratio | NA | 2.01 | 1.09 | 0.12 | 0.54 | NA | NA | … | … | 1.61 | 1.44 | 0.45 | 1.15 | -1.57 | 0.72 | 0.69 | 3.00 | -1.01 | 3.47 | 0.79 | 0.01 | 0.93 | 2.62 | 1.64 | -0.13 | 1.07 | 1.57 | -1.10 |
| Standard Deviation(%) | NA | 6.35 | 7.17 | 8.21 | 8.42 | NA | NA | … | … | 8.05 | 7.34 | 6.49 | 7.19 | 11.74 | 6.97 | 14.49 | 5.35 | 7.52 | 3.94 | 8.78 | 8.88 | 7.09 | 7.27 | 8.47 | 16.01 | 12.68 | 18.35 | 26.42 |
| Draw Down(%) | NA | 5.11 | 7.25 | 24.17 | 24.17 | NA | NA | … | … | 5.11 | 6.53 | 3.24 | 7.25 | 21.74 | 3.57 | 18.35 | 2.49 | 10.88 | 1.18 | 8.18 | 8.45 | 5.33 | 5.43 | 7.21 | 15.89 | 10.54 | 18.22 | 38.88 |
| Yield(%) | 0.00 | 2.88 | 2.87 | 2.38 | 4.73 | 5.05 | 4.15 | … | … | 0.46 | 2.94 | 2.67 | 2.64 | 2.41 | 2.30 | 1.18 | 4.30 | 5.25 | 22.36 | 2.58 | 4.31 | 3.65 | 4.29 | 2.83 | 2.15 | 2.46 | 2.84 | 2.55 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FIRFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS I) |
-2.04%
Apr 2021 – Apr 2024 |
0.77%
Sep 2017 – Sep 2022 |
3.74%
Oct 2013 – Oct 2023 |
4.80%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRFX (FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2042 FUND: CLASS I) |
20.34%
Feb 2009 – Feb 2012 |
17.45%
Feb 2009 – Feb 2014 |
11.07%
Feb 2009 – Feb 2019 |
8.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart