Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY INCOME REPLACEMENT 2034 FUND) | 4.58% | 11.32% | 8.67% | 2.37% | 4.81% | 5.45% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY INCOME REPLACEMENT 2034 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 (%) | 0.15 | 11.32 | 8.67 | 2.37 | 4.81 | 5.45 | NA | … | … | 4.58 | 11.12 | 5.17 | 9.63 | -14.88 | 2.30 | 8.30 | 14.46 | -4.63 | 11.92 | 7.03 | -0.06 | 6.74 | 16.55 | 12.30 | -1.23 | 12.64 | 26.40 | -27.66 | 0.04 |
| Sharpe Ratio | NA | 1.92 | 1.01 | -0.01 | 0.50 | NA | NA | … | … | 1.45 | 1.55 | 0.30 | 0.99 | -1.79 | 0.43 | 0.78 | 3.37 | -1.07 | 3.38 | 0.88 | -0.01 | 1.07 | 2.58 | 1.68 | -0.09 | 1.12 | 1.59 | -1.20 | -0.21 |
| Standard Deviation(%) | NA | 4.80 | 5.60 | 6.43 | 6.41 | NA | NA | … | … | 6.06 | 5.33 | 5.25 | 6.08 | 9.16 | 5.29 | 10.24 | 3.86 | 5.64 | 3.35 | 7.74 | 7.88 | 6.28 | 6.40 | 7.36 | 13.96 | 11.19 | 16.59 | 23.70 | 11.09 |
| Draw Down(%) | NA | 3.92 | 5.86 | 21.55 | 21.55 | NA | NA | … | … | 3.92 | 4.38 | 2.86 | 5.86 | 18.92 | 3.39 | 13.86 | 1.59 | 8.18 | 1.12 | 7.17 | 7.54 | 4.63 | 4.84 | 6.20 | 13.86 | 9.37 | 16.69 | 36.68 | 5.39 |
| Yield(%) | 0.00 | 3.12 | 3.08 | 2.55 | 4.53 | 4.73 | 3.83 | … | … | 0.52 | 3.24 | 2.97 | 2.85 | 2.68 | 2.23 | 1.12 | 3.59 | 4.82 | 21.56 | 2.16 | 4.29 | 3.80 | 2.22 | 2.75 | 2.16 | 2.32 | 3.05 | 3.04 | 1.33 |
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 |
|---|---|---|---|---|
| FIRSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY INCOME REPLACEMENT 2034 FUND) |
-2.53%
Oct 2020 – Oct 2023 |
0.29%
Sep 2017 – Sep 2022 |
3.11%
Oct 2013 – Oct 2023 |
3.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRSX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY INCOME REPLACEMENT 2034 FUND) |
18.76%
Feb 2009 – Feb 2012 |
15.90%
Feb 2009 – Feb 2014 |
10.12%
Feb 2009 – Feb 2019 |
7.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart