Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRQHX (Fidelity Managed Retirement 2010 Fund Class K6) | 3.98% | 9.98% | 7.88% | 3.00% | 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 |
|---|---|---|
| FRQHX (Fidelity Managed Retirement 2010 Fund Class K6) | 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 (%) | 0.14 | 9.98 | 7.88 | 3.00 | NA | NA | NA | … | … | 3.98 | 10.18 | 4.68 | 8.75 | -12.22 | 4.04 | 9.80 | 4.21 |
| Sharpe Ratio | NA | 1.89 | 0.98 | 0.10 | NA | NA | NA | … | … | 1.40 | 1.66 | 0.22 | 0.92 | -1.74 | 1.02 | 1.23 | 3.17 |
| Standard Deviation(%) | NA | 4.14 | 4.91 | 5.54 | NA | NA | NA | … | … | 5.19 | 4.42 | 4.72 | 5.61 | 7.88 | 3.93 | 7.72 | 2.93 |
| Draw Down(%) | NA | 3.41 | 5.15 | 16.90 | NA | NA | NA | … | … | 3.41 | 3.30 | 2.68 | 5.15 | 16.07 | 2.44 | 11.35 | 0.87 |
| Yield(%) | 0.00 | 3.50 | 3.37 | 3.76 | 2.76 | 1.84 | 1.38 | … | … | 0.70 | 3.56 | 3.26 | 3.10 | 4.39 | 6.09 | 3.90 | 2.65 |
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 |
|---|---|---|---|---|
| FRQHX (Fidelity Managed Retirement 2010 Fund Class K6) |
-0.93%
Oct 2020 – Oct 2023 |
2.68%
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 |
|---|---|---|---|---|
| FRQHX (Fidelity Managed Retirement 2010 Fund Class K6) |
8.71%
Oct 2022 – Oct 2025 |
4.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart