Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRLX (FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY INCOME REPLACEMENT 2020 FUND) | NA | -30.17% | -10.07% | -3.17% | -0.23% | NA | NA | … | … |
Data as of 12/07/2017, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRLX (FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY INCOME REPLACEMENT 2020 FUND) | 09/20/2007 | 12/07/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.90 | -30.17 | -10.07 | -3.17 | -0.23 | NA | NA | … | … | -30.15 | 4.43 | -0.29 | 7.03 | 8.99 | 9.01 | 0.87 | 10.56 | 22.11 | -21.90 | 0.11 |
| Sharpe Ratio | NA | -0.50 | -0.19 | -0.02 | 0.39 | NA | NA | … | … | -0.85 | 1.48 | -0.09 | 1.76 | 2.27 | 1.99 | 0.09 | 1.31 | 1.74 | -1.25 | -0.24 |
| Standard Deviation(%) | NA | 61.89 | 55.71 | 149.31 | 8.48 | NA | NA | … | … | 38.20 | 2.85 | 3.49 | 3.99 | 3.94 | 4.55 | 9.14 | 7.99 | 12.66 | 18.13 | 8.36 |
| Draw Down(%) | NA | 31.13 | 31.13 | 31.13 | 31.41 | NA | NA | … | … | 31.13 | 2.47 | 3.72 | 2.07 | 3.61 | 3.63 | 8.95 | 6.62 | 13.08 | 29.72 | 4.08 |
| Yield(%) | 0.00 | 9.23 | 4.98 | 4.86 | 3.62 | 2.45 | 1.84 | … | … | 8.71 | 2.23 | 3.62 | 5.15 | 2.28 | 2.54 | 2.26 | 2.37 | 2.92 | 3.27 | 1.37 |
Data as of 12/07/2017, Common starting date is 09/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRLX (FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY INCOME REPLACEMENT 2020 FUND) |
0.23%
Oct 2007 – Oct 2010 |
2.39%
Oct 2007 – Oct 2012 |
3.38%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRLX (FIDELITY INCOME REPLACEMENT 2020 FUND FIDELITY INCOME REPLACEMENT 2020 FUND) |
15.68%
Feb 2009 – Feb 2012 |
12.30%
Feb 2009 – Feb 2014 |
3.59%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart