Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRUX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY INCOME REPLACEMENT 2036 FUND) | NA | 5.47% | 0.52% | 1.78% | 3.72% | 5.85% | NA | … | … |
Data as of 02/06/2025, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRUX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY INCOME REPLACEMENT 2036 FUND) | 09/20/2007 | 02/06/2025 |
| 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 | 5.47 | 0.52 | 1.78 | 3.72 | 5.85 | NA | … | … | -0.90 | 6.56 | 11.54 | -16.39 | 2.92 | 8.86 | 14.71 | -4.78 | 12.52 | 7.06 | -0.02 | 6.67 | 17.06 | 12.60 | -1.45 | 12.82 | 27.04 | -28.44 | 0.07 |
| Sharpe Ratio | NA | 0.32 | -0.30 | -0.01 | 0.33 | NA | NA | … | … | -3.34 | 0.47 | 1.15 | -1.62 | 0.52 | 0.78 | 3.26 | -1.04 | 3.40 | 0.86 | -0.01 | 1.03 | 2.59 | 1.67 | -0.10 | 1.10 | 1.57 | -1.20 | -0.19 |
| Standard Deviation(%) | NA | 6.04 | 8.29 | 8.50 | 7.42 | NA | NA | … | … | 3.57 | 6.24 | 6.93 | 11.06 | 5.56 | 10.93 | 4.06 | 5.95 | 3.51 | 7.99 | 8.10 | 6.45 | 6.57 | 7.59 | 14.42 | 11.58 | 17.16 | 24.53 | 11.39 |
| Draw Down(%) | NA | 3.86 | 19.44 | 23.70 | 23.70 | NA | NA | … | … | 1.38 | 3.12 | 6.86 | 21.17 | 3.76 | 14.93 | 1.76 | 8.54 | 1.13 | 7.41 | 7.74 | 4.78 | 4.97 | 6.41 | 14.31 | 9.76 | 17.21 | 37.63 | 5.54 |
| Yield(%) | 0.00 | 2.73 | 2.49 | 2.29 | 3.87 | 4.69 | 3.18 | … | … | 0.00 | 2.84 | 2.69 | 2.60 | 2.36 | 1.17 | 3.98 | 2.67 | 14.51 | 2.97 | 3.81 | 2.83 | 1.91 | 2.73 | 2.11 | 2.25 | 2.99 | 3.46 | 1.22 |
Data as of 02/06/2025, 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 |
|---|---|---|---|---|
| FIRUX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY INCOME REPLACEMENT 2036 FUND) |
-2.62%
Oct 2020 – Oct 2023 |
-0.05%
Sep 2017 – Sep 2022 |
3.18%
Oct 2013 – Oct 2023 |
3.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRUX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY INCOME REPLACEMENT 2036 FUND) |
19.16%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
10.36%
Feb 2009 – Feb 2019 |
7.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart