Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRHX (Fidelity Simplicity RMD 2025 Fund) | NA | 6.76% | 1.17% | 2.94% | NA | NA | NA | … | … |
Data as of 02/06/2025, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRHX (Fidelity Simplicity RMD 2025 Fund) | 08/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.76 | 1.17 | 2.94 | NA | NA | NA | … | … | -0.98 | 8.35 | 14.10 | -18.37 | 4.93 | 11.40 | 6.82 |
| Sharpe Ratio | NA | 0.42 | -0.18 | 0.10 | NA | NA | NA | … | … | -2.61 | 0.60 | 1.24 | -1.41 | 0.63 | 0.69 | 4.57 |
| Standard Deviation(%) | NA | 7.74 | 10.46 | 11.42 | NA | NA | NA | … | … | 4.83 | 7.94 | 8.51 | 14.08 | 7.84 | 16.01 | 4.47 |
| Draw Down(%) | NA | 4.68 | 22.29 | 27.13 | NA | NA | NA | … | … | 1.76 | 4.18 | 8.65 | 24.03 | 4.84 | 20.37 | 2.05 |
| Yield(%) | 0.00 | 2.38 | 2.15 | 2.13 | 1.29 | 0.86 | 0.64 | … | … | 0.00 | 2.43 | 2.27 | 2.28 | 2.39 | 1.08 | 1.55 |
Data as of 02/06/2025, 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 |
|---|---|---|---|---|
| FMRHX (Fidelity Simplicity RMD 2025 Fund) |
-1.94%
Apr 2021 – Apr 2024 |
3.29%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRHX (Fidelity Simplicity RMD 2025 Fund) |
4.99%
Mar 2020 – Mar 2023 |
5.20%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart