Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRRX (FIDELITY INCOME REPLACEMENT 2032 FUND FIDELITY INCOME REPLACEMENT 2032 FUND) | NA | 5.24% | 0.38% | 1.41% | 3.26% | 5.42% | NA | … | … |
Data as of 02/05/2025, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRRX (FIDELITY INCOME REPLACEMENT 2032 FUND FIDELITY INCOME REPLACEMENT 2032 FUND) | 09/20/2007 | 02/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.24 | 0.38 | 1.41 | 3.26 | 5.42 | NA | … | … | -0.84 | 5.55 | 10.08 | -14.58 | 2.03 | 7.69 | 12.76 | -3.77 | 11.02 | 6.97 | -0.09 | 6.84 | 16.05 | 11.99 | -0.98 | 12.43 | 25.90 | -26.78 | 0.04 |
| Sharpe Ratio | NA | 0.32 | -0.37 | -0.06 | 0.31 | NA | NA | … | … | -2.13 | 0.36 | 1.06 | -1.74 | 0.46 | 0.89 | 3.58 | -1.12 | 3.35 | 0.91 | -0.02 | 1.12 | 2.57 | 1.69 | -0.07 | 1.13 | 1.60 | -1.21 | -0.22 |
| Standard Deviation(%) | NA | 5.34 | 7.12 | 6.98 | 6.27 | NA | NA | … | … | 5.49 | 5.36 | 6.13 | 9.24 | 4.37 | 8.35 | 3.15 | 4.64 | 3.10 | 7.44 | 7.62 | 6.09 | 6.23 | 7.13 | 13.55 | 10.87 | 16.09 | 22.93 | 10.66 |
| Draw Down(%) | NA | 3.48 | 17.11 | 20.92 | 20.92 | NA | NA | … | … | 1.18 | 2.81 | 5.88 | 18.79 | 2.93 | 12.27 | 1.22 | 6.61 | 1.10 | 6.88 | 7.29 | 4.43 | 4.75 | 6.00 | 13.39 | 9.10 | 16.23 | 35.64 | 5.20 |
| Yield(%) | 0.00 | 2.93 | 2.66 | 2.39 | 4.08 | 5.01 | 3.45 | … | … | 0.00 | 3.02 | 2.85 | 2.78 | 2.43 | 1.21 | 3.55 | 3.28 | 16.70 | 2.97 | 4.04 | 3.27 | 3.02 | 6.41 | 2.19 | 2.30 | 2.98 | 3.82 | 1.31 |
Data as of 02/05/2025, 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 |
|---|---|---|---|---|
| FIRRX (FIDELITY INCOME REPLACEMENT 2032 FUND FIDELITY INCOME REPLACEMENT 2032 FUND) |
-2.82%
Oct 2020 – Oct 2023 |
-0.06%
Sep 2017 – Sep 2022 |
2.95%
Oct 2013 – Oct 2023 |
3.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRRX (FIDELITY INCOME REPLACEMENT 2032 FUND FIDELITY INCOME REPLACEMENT 2032 FUND) |
18.41%
Feb 2009 – Feb 2012 |
15.57%
Feb 2009 – Feb 2014 |
9.90%
Feb 2009 – Feb 2019 |
7.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart