Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRKMX (Fidelity Managed Retirement Income Fund Class K) | 3.92% | 9.85% | 7.64% | 2.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRKMX (Fidelity Managed Retirement Income Fund Class K) | 08/02/2019 | 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 (%) | 0.13 | 9.85 | 7.64 | 2.89 | NA | NA | NA | … | … | 3.92 | 10.05 | 4.40 | 8.17 | -11.57 | 2.88 | 8.68 | 3.27 |
| Sharpe Ratio | NA | 1.85 | 0.95 | 0.08 | NA | NA | NA | … | … | 1.37 | 1.64 | 0.17 | 0.84 | -1.81 | 0.86 | 1.30 | 2.94 |
| Standard Deviation(%) | NA | 4.16 | 4.83 | 5.27 | NA | NA | NA | … | … | 5.21 | 4.39 | 4.62 | 5.45 | 7.22 | 3.33 | 6.43 | 2.34 |
| Draw Down(%) | NA | 3.42 | 4.93 | 16.04 | NA | NA | NA | … | … | 3.42 | 3.26 | 2.69 | 4.93 | 15.24 | 2.29 | 8.93 | 0.75 |
| Yield(%) | 0.00 | 3.40 | 3.28 | 3.24 | 2.25 | 1.50 | 1.13 | … | … | 0.69 | 3.44 | 3.17 | 3.06 | 3.95 | 3.62 | 2.70 | 1.94 |
Data as of 06/04/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRKMX (Fidelity Managed Retirement Income Fund Class K) |
-1.55%
Oct 2020 – Oct 2023 |
2.23%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRKMX (Fidelity Managed Retirement Income Fund Class K) |
8.35%
Oct 2022 – Oct 2025 |
3.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart