Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRDX (Fidelity Advisor Managed Retirement 2030 Fund Class I) | 6.75% | 16.09% | 11.58% | 4.74% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRDX (Fidelity Advisor Managed Retirement 2030 Fund Class I) | 08/29/2019 | 06/04/2026 |
| 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 (%) | 0.00 | 16.09 | 11.58 | 4.74 | NA | NA | NA | … | … | 6.75 | 14.34 | 7.09 | 12.60 | -16.25 | 8.89 | 13.79 | 6.78 |
| Sharpe Ratio | NA | 2.03 | 1.10 | 0.27 | NA | NA | NA | … | … | 1.65 | 1.40 | 0.50 | 1.17 | -1.40 | 1.21 | 0.85 | 4.39 |
| Standard Deviation(%) | NA | 7.06 | 7.84 | 8.86 | NA | NA | NA | … | … | 8.96 | 8.21 | 6.94 | 7.69 | 12.64 | 7.33 | 15.89 | 4.61 |
| Draw Down(%) | NA | 5.68 | 7.76 | 22.50 | NA | NA | NA | … | … | 5.68 | 7.52 | 3.43 | 7.76 | 21.37 | 3.62 | 20.00 | 1.96 |
| Yield(%) | 0.00 | 2.79 | 2.81 | 3.01 | 2.37 | 1.58 | 1.18 | … | … | 0.41 | 2.86 | 2.62 | 2.61 | 3.24 | 4.93 | 3.27 | 1.60 |
Data as of 06/04/2026, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRDX (Fidelity Advisor Managed Retirement 2030 Fund Class I) |
-0.43%
Apr 2021 – Apr 2024 |
4.28%
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 |
|---|---|---|---|---|
| FMRDX (Fidelity Advisor Managed Retirement 2030 Fund Class I) |
12.66%
Sep 2022 – Sep 2025 |
7.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart