Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRQAX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS A) | 3.69% | 9.87% | 7.36% | 2.61% | 4.59% | 5.08% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRQAX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS A) | 09/07/2007 | 06/03/2026 |
| 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 (%) | 0.26 | 9.87 | 7.36 | 2.61 | 4.59 | 5.08 | NA | … | … | 3.69 | 9.68 | 4.21 | 8.24 | -12.60 | 3.56 | 9.32 | 12.33 | -3.92 | 10.33 | 6.61 | -0.38 | 6.61 | 15.18 | 11.47 | -1.04 | 11.96 | 25.08 | -26.22 | 2.61 |
| Sharpe Ratio | NA | 1.76 | 0.88 | 0.02 | 0.56 | NA | NA | … | … | 1.30 | 1.54 | 0.12 | 0.82 | -1.79 | 0.90 | 1.17 | 3.55 | -1.18 | 3.25 | 0.90 | -0.06 | 1.11 | 2.51 | 1.67 | -0.08 | 1.13 | 1.59 | -1.22 | 0.59 |
| Standard Deviation(%) | NA | 4.16 | 4.92 | 5.54 | 5.33 | NA | NA | … | … | 5.21 | 4.43 | 4.72 | 5.61 | 7.88 | 3.92 | 7.74 | 3.06 | 4.50 | 2.99 | 7.11 | 7.31 | 5.91 | 6.04 | 6.89 | 13.11 | 10.54 | 15.67 | 22.28 | 10.40 |
| Draw Down(%) | NA | 3.46 | 5.27 | 17.24 | 17.24 | NA | NA | … | … | 3.46 | 3.35 | 2.80 | 5.27 | 16.36 | 2.45 | 11.39 | 1.15 | 6.65 | 1.08 | 6.60 | 7.10 | 4.31 | 4.67 | 5.80 | 13.08 | 8.87 | 15.86 | 34.95 | 5.05 |
| Yield(%) | 0.00 | 3.02 | 2.87 | 3.36 | 4.51 | 4.51 | 3.79 | … | … | 0.57 | 3.03 | 2.76 | 2.59 | 3.97 | 5.65 | 3.43 | 3.19 | 4.08 | 15.15 | 2.29 | 3.66 | 3.60 | 1.53 | 2.52 | 1.88 | 1.94 | 2.54 | 3.20 | 1.32 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FRQAX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS A) |
-1.38%
Oct 2020 – Oct 2023 |
1.02%
Oct 2017 – Oct 2022 |
3.19%
Oct 2013 – Oct 2023 |
3.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRQAX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS A) |
17.80%
Feb 2009 – Feb 2012 |
14.96%
Feb 2009 – Feb 2014 |
9.42%
Feb 2009 – Feb 2019 |
7.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart