Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRASX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS I) | 4.58% | 11.34% | 8.68% | 2.37% | 4.83% | 5.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRASX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS I) | 09/07/2007 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 11.34 | 8.68 | 2.37 | 4.83 | 5.46 | NA | … | … | 4.58 | 11.12 | 5.18 | 9.62 | -14.87 | 2.31 | 8.31 | 14.42 | -4.62 | 12.05 | 7.04 | -0.06 | 6.72 | 16.57 | 12.28 | -1.21 | 12.56 | 26.40 | -27.66 | 2.87 |
| Sharpe Ratio | NA | 1.92 | 1.01 | -0.01 | 0.51 | NA | NA | … | … | 1.45 | 1.55 | 0.30 | 0.99 | -1.79 | 0.43 | 0.78 | 3.35 | -1.07 | 3.39 | 0.88 | -0.01 | 1.07 | 2.59 | 1.68 | -0.09 | 1.11 | 1.59 | -1.20 | 0.62 |
| Standard Deviation(%) | NA | 4.80 | 5.59 | 6.43 | 6.41 | NA | NA | … | … | 6.04 | 5.33 | 5.23 | 6.07 | 9.16 | 5.30 | 10.24 | 3.87 | 5.63 | 3.37 | 7.73 | 7.87 | 6.29 | 6.40 | 7.34 | 13.99 | 11.22 | 16.59 | 23.68 | 11.15 |
| Draw Down(%) | NA | 3.92 | 5.86 | 21.55 | 21.55 | NA | NA | … | … | 3.92 | 4.37 | 2.86 | 5.86 | 18.93 | 3.38 | 13.86 | 1.61 | 8.16 | 1.12 | 7.16 | 7.54 | 4.61 | 4.84 | 6.20 | 13.84 | 9.43 | 16.69 | 36.68 | 5.39 |
| Yield(%) | 0.00 | 2.93 | 2.92 | 2.47 | 4.50 | 4.70 | 3.91 | … | … | 0.52 | 2.79 | 2.96 | 2.84 | 2.69 | 2.24 | 1.11 | 3.58 | 4.81 | 21.69 | 2.16 | 4.29 | 3.80 | 2.22 | 2.75 | 2.16 | 2.24 | 3.05 | 3.04 | 1.36 |
Data as of 06/04/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRASX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS I) |
-2.53%
Oct 2020 – Oct 2023 |
0.29%
Sep 2017 – Sep 2022 |
3.13%
Oct 2013 – Oct 2023 |
3.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRASX (FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS I) |
18.74%
Feb 2009 – Feb 2012 |
15.88%
Feb 2009 – Feb 2014 |
10.13%
Feb 2009 – Feb 2019 |
7.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart