Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND) | NA | 6.18% | 0.42% | 2.14% | 4.12% | 6.28% | NA | … | … |
Data as of 02/06/2025, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND) | 01/08/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.18 | 0.42 | 2.14 | 4.12 | 6.28 | NA | … | … | -0.93 | 7.49 | 12.45 | -18.30 | 4.08 | 10.34 | 16.68 | -5.77 | 13.94 | 7.08 | 0.07 | 6.61 | 18.29 | 13.40 | -1.93 | 13.59 | 28.44 | -27.54 |
| Sharpe Ratio | NA | 0.38 | -0.27 | 0.03 | 0.33 | NA | NA | … | … | -2.94 | 0.54 | 1.13 | -1.52 | 0.60 | 0.73 | 3.00 | -0.98 | 3.43 | 0.81 | 0.00 | 0.96 | 2.60 | 1.65 | -0.13 | 1.08 | 1.56 | -1.10 |
| Standard Deviation(%) | NA | 6.96 | 9.60 | 10.15 | 8.66 | NA | NA | … | … | 4.15 | 7.16 | 7.84 | 12.98 | 6.72 | 13.68 | 5.07 | 7.31 | 3.88 | 8.47 | 8.58 | 6.84 | 7.01 | 8.17 | 15.63 | 12.49 | 18.19 | 26.13 |
| Draw Down(%) | NA | 4.32 | 21.80 | 26.30 | 26.30 | NA | NA | … | … | 1.58 | 3.56 | 7.93 | 23.56 | 4.32 | 17.91 | 2.36 | 10.44 | 1.17 | 7.89 | 8.18 | 5.11 | 5.22 | 6.95 | 15.50 | 10.46 | 18.13 | 38.61 |
| Yield(%) | 0.00 | 2.54 | 2.14 | 2.11 | 3.73 | 4.78 | 3.26 | … | … | 0.00 | 2.62 | 1.90 | 2.43 | 2.37 | 1.16 | 4.39 | 2.56 | 13.21 | 2.74 | 4.15 | 3.57 | 3.31 | 2.93 | 2.19 | 2.41 | 2.82 | 2.59 |
Data as of 02/06/2025, 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 |
|---|---|---|---|---|
| FIRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND) |
-2.50%
Apr 2021 – Apr 2024 |
0.03%
Sep 2017 – Sep 2022 |
3.45%
Oct 2013 – Oct 2023 |
4.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND) |
20.13%
Feb 2009 – Feb 2012 |
17.13%
Feb 2009 – Feb 2014 |
10.90%
Feb 2009 – Feb 2019 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart