Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKRVX (Fidelity Managed Retirement 2020 Fund Class K) | 4.63% | 12.01% | 9.35% | 3.69% | 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 |
|---|---|---|
| FKRVX (Fidelity Managed Retirement 2020 Fund Class K) | 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 (%) | -0.81 | 12.01 | 9.35 | 3.69 | NA | NA | NA | … | … | 4.63 | 12.37 | 5.97 | 10.84 | -14.55 | 6.87 | 12.24 | 5.91 |
| Sharpe Ratio | NA | 1.57 | 0.94 | 0.15 | NA | NA | NA | … | … | 0.95 | 1.51 | 0.40 | 1.10 | -1.53 | 1.18 | 0.96 | 3.01 |
| Standard Deviation(%) | NA | 5.77 | 6.43 | 7.28 | NA | NA | NA | … | … | 7.30 | 6.31 | 5.89 | 6.61 | 10.46 | 5.81 | 12.48 | 4.55 |
| Draw Down(%) | NA | 4.50 | 6.49 | 20.02 | NA | NA | NA | … | … | 4.50 | 5.41 | 2.96 | 6.49 | 19.05 | 2.97 | 16.31 | 1.53 |
| Yield(%) | 0.00 | 2.96 | 3.08 | 3.11 | 2.55 | 1.70 | 1.28 | … | … | 0.54 | 3.19 | 2.95 | 2.88 | 3.00 | 4.80 | 4.14 | 2.89 |
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 |
|---|---|---|---|---|
| FKRVX (Fidelity Managed Retirement 2020 Fund Class K) |
-0.68%
Apr 2021 – Apr 2024 |
3.61%
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 |
|---|---|---|---|---|
| FKRVX (Fidelity Managed Retirement 2020 Fund Class K) |
10.81%
Sep 2022 – Sep 2025 |
6.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart