Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FJRSX (Fidelity Managed Retirement 2015 Fund Class K6) | 4.11% | 10.73% | 8.53% | 3.33% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FJRSX (Fidelity Managed Retirement 2015 Fund Class K6) | 08/02/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 10.73 | 8.53 | 3.33 | NA | NA | NA | … | … | 4.11 | 11.32 | 5.39 | 9.84 | -13.33 | 5.52 | 11.19 | 5.11 |
| Sharpe Ratio | NA | 1.54 | 0.92 | 0.11 | NA | NA | NA | … | … | 0.89 | 1.59 | 0.34 | 1.03 | -1.62 | 1.13 | 1.07 | 3.15 |
| Standard Deviation(%) | NA | 4.97 | 5.65 | 6.38 | NA | NA | NA | … | … | 6.25 | 5.33 | 5.27 | 6.08 | 9.14 | 4.86 | 10.14 | 3.68 |
| Draw Down(%) | NA | 3.92 | 5.81 | 18.38 | NA | NA | NA | … | … | 3.92 | 4.34 | 2.81 | 5.81 | 17.48 | 2.67 | 13.85 | 1.19 |
| Yield(%) | 0.00 | 3.16 | 3.29 | 3.56 | 2.73 | 1.82 | 1.37 | … | … | 0.59 | 3.47 | 3.20 | 3.05 | 4.23 | 5.43 | 3.87 | 2.87 |
Data as of 06/11/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJRSX (Fidelity Managed Retirement 2015 Fund Class K6) |
-0.74%
Apr 2021 – Apr 2024 |
3.28%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJRSX (Fidelity Managed Retirement 2015 Fund Class K6) |
9.79%
Sep 2022 – Sep 2025 |
5.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart