Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRUX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) | -40.40% | -35.16% | -8.06% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRUX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) | 12/20/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.44 | -35.16 | -8.06 | NA | NA | NA | NA | … | … | -40.40 | 14.57 | 7.50 | 13.11 | -0.43 |
| Sharpe Ratio | NA | -0.65 | -0.33 | NA | NA | NA | NA | … | … | -0.82 | 1.32 | 0.52 | 1.18 | -1.66 |
| Standard Deviation(%) | NA | 58.14 | 34.32 | NA | NA | NA | NA | … | … | 88.78 | 8.91 | 7.49 | 8.06 | 10.65 |
| Draw Down(%) | NA | 44.65 | 44.65 | NA | NA | NA | NA | … | … | 44.65 | 8.33 | 3.80 | 8.23 | 1.61 |
| Yield(%) | 0.00 | 3.25 | 3.09 | 2.03 | 1.01 | 0.68 | 0.51 | … | … | 0.37 | 3.36 | 2.90 | 2.54 | 0.08 |
Data as of 06/08/2026, Common starting date is 12/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRUX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) |
9.62%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRUX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) |
12.41%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart