Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY INCOME REPLACEMENT 2038 FUND) | 3.92% | 11.61% | 9.21% | 2.98% | 5.49% | 5.97% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY INCOME REPLACEMENT 2038 FUND) | 01/08/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 11.61 | 9.21 | 2.98 | 5.49 | 5.97 | NA | … | … | 3.92 | 12.25 | 5.86 | 10.72 | -14.92 | 4.35 | 9.05 | 16.19 | -5.50 | 13.16 | 7.07 | 0.03 | 6.61 | 17.63 | 12.92 | -1.70 | 13.14 | 27.85 | -27.16 |
| Sharpe Ratio | NA | 1.97 | 1.05 | 0.11 | 0.54 | NA | NA | … | … | 1.54 | 1.49 | 0.38 | 1.08 | -1.57 | 0.71 | 0.69 | 3.14 | -1.02 | 3.39 | 0.83 | 0.00 | 1.00 | 2.60 | 1.65 | -0.12 | 1.08 | 1.56 | -1.11 |
| Standard Deviation(%) | NA | 5.58 | 6.37 | 7.29 | 7.47 | NA | NA | … | … | 7.06 | 6.32 | 5.85 | 6.61 | 10.43 | 6.06 | 12.64 | 4.69 | 6.77 | 3.70 | 8.23 | 8.33 | 6.62 | 6.76 | 7.86 | 14.96 | 12.07 | 17.83 | 25.72 |
| Draw Down(%) | NA | 4.51 | 6.52 | 21.58 | 21.58 | NA | NA | … | … | 4.51 | 5.42 | 2.97 | 6.52 | 19.40 | 3.08 | 16.31 | 2.11 | 9.78 | 1.14 | 7.65 | 7.95 | 4.92 | 5.09 | 6.69 | 14.87 | 10.13 | 17.84 | 38.11 |
| Yield(%) | 0.00 | 3.00 | 2.99 | 2.52 | 4.68 | 4.94 | 4.04 | … | … | 0.50 | 3.09 | 2.84 | 2.77 | 2.60 | 2.32 | 1.14 | 3.57 | 5.16 | 22.41 | 2.41 | 4.26 | 3.44 | 4.53 | 2.75 | 2.17 | 2.39 | 2.97 | 2.56 |
Data as of 06/05/2026, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY INCOME REPLACEMENT 2038 FUND) |
-1.65%
Apr 2021 – Apr 2024 |
0.89%
Sep 2017 – Sep 2022 |
3.60%
Oct 2013 – Oct 2023 |
4.56%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY INCOME REPLACEMENT 2038 FUND) |
19.70%
Feb 2009 – Feb 2012 |
16.71%
Feb 2009 – Feb 2014 |
10.62%
Feb 2009 – Feb 2019 |
8.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart