Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRQX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND) | 3.88% | 9.75% | 7.66% | 1.71% | 4.00% | 4.85% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRQX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND) | 09/20/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 9.75 | 7.66 | 1.71 | 4.00 | 4.85 | NA | … | … | 3.88 | 9.97 | 4.48 | 8.52 | -13.85 | 0.11 | 6.94 | 12.62 | -3.74 | 10.48 | 6.86 | -0.13 | 6.85 | 15.48 | 11.75 | -0.79 | 12.28 | 25.41 | -26.06 | 0.03 |
| Sharpe Ratio | NA | 1.83 | 0.94 | -0.13 | 0.44 | NA | NA | … | … | 1.34 | 1.60 | 0.18 | 0.87 | -1.92 | 0.02 | 0.84 | 3.63 | -1.14 | 3.32 | 0.94 | -0.02 | 1.16 | 2.56 | 1.71 | -0.06 | 1.16 | 1.62 | -1.21 | -0.23 |
| Standard Deviation(%) | NA | 4.15 | 4.91 | 5.70 | 5.44 | NA | NA | … | … | 5.23 | 4.43 | 4.69 | 5.62 | 7.96 | 4.81 | 7.91 | 3.07 | 4.49 | 2.97 | 7.10 | 7.31 | 5.90 | 6.04 | 6.90 | 13.12 | 10.55 | 15.67 | 22.26 | 10.32 |
| Draw Down(%) | NA | 3.45 | 5.19 | 20.92 | 20.92 | NA | NA | … | … | 3.45 | 3.32 | 2.74 | 5.19 | 17.58 | 4.06 | 11.37 | 1.14 | 6.43 | 1.08 | 6.57 | 7.02 | 4.28 | 4.65 | 5.76 | 12.98 | 8.80 | 15.83 | 34.80 | 5.04 |
| Yield(%) | 0.00 | 3.32 | 3.16 | 2.58 | 3.95 | 4.20 | 3.48 | … | … | 0.65 | 3.34 | 3.01 | 2.89 | 2.72 | 2.20 | 1.13 | 3.43 | 4.27 | 15.27 | 2.55 | 3.91 | 3.84 | 1.78 | 2.78 | 2.13 | 2.23 | 2.82 | 3.42 | 1.36 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FIRQX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND) |
-3.38%
Oct 2020 – Oct 2023 |
-0.30%
Oct 2017 – Oct 2022 |
2.63%
Oct 2013 – Oct 2023 |
3.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRQX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND) |
18.10%
Feb 2009 – Feb 2012 |
15.25%
Feb 2009 – Feb 2014 |
9.68%
Feb 2009 – Feb 2019 |
6.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart