Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRGX (Fidelity Managed Retirement 2030 Fund) | NA | 3.33% | -1.55% | 2.91% | NA | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRGX (Fidelity Managed Retirement 2030 Fund) | 08/29/2019 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.33 | -1.55 | 2.91 | NA | NA | NA | … | … | 3.78 | 12.82 | -16.97 | 6.42 | 11.83 | 6.86 |
| Sharpe Ratio | NA | -0.77 | -0.63 | 0.04 | NA | NA | NA | … | … | -0.66 | 1.13 | -1.46 | 0.85 | 0.72 | 4.55 |
| Standard Deviation(%) | NA | 4.26 | 8.93 | 10.47 | NA | NA | NA | … | … | 4.26 | 7.62 | 12.65 | 7.54 | 15.93 | 4.53 |
| Draw Down(%) | NA | 3.41 | 23.39 | 24.35 | NA | NA | NA | … | … | 3.41 | 7.70 | 21.96 | 3.54 | 19.99 | 1.96 |
| Yield(%) | 0.00 | 1.82 | 2.07 | 2.23 | 1.22 | 0.81 | 0.61 | … | … | 0.43 | 2.71 | 2.59 | 2.50 | 1.29 | 1.68 |
Data as of 12/27/2024, 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 |
|---|---|---|---|---|
| FMRGX (Fidelity Managed Retirement 2030 Fund) |
-1.61%
Aug 2021 – Aug 2024 |
3.43%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRGX (Fidelity Managed Retirement 2030 Fund) |
5.92%
Mar 2020 – Mar 2023 |
4.14%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart