Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRQIX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS I) | 3.87% | 9.75% | 7.66% | 1.70% | 4.01% | 4.85% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRQIX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 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 (%) | 0.12 | 9.75 | 7.66 | 1.70 | 4.01 | 4.85 | NA | … | … | 3.87 | 9.97 | 4.48 | 8.52 | -13.84 | 0.11 | 6.94 | 12.63 | -3.75 | 10.63 | 6.86 | -0.13 | 6.85 | 15.48 | 11.75 | -0.79 | 12.27 | 25.37 | -26.04 | 2.68 |
| Sharpe Ratio | NA | 1.84 | 0.94 | -0.13 | 0.45 | NA | NA | … | … | 1.35 | 1.60 | 0.18 | 0.87 | -1.93 | 0.02 | 0.84 | 3.64 | -1.14 | 3.35 | 0.93 | -0.02 | 1.16 | 2.56 | 1.71 | -0.06 | 1.15 | 1.61 | -1.21 | 0.61 |
| Standard Deviation(%) | NA | 4.14 | 4.91 | 5.70 | 5.44 | NA | NA | … | … | 5.20 | 4.43 | 4.70 | 5.62 | 7.96 | 4.81 | 7.91 | 3.07 | 4.51 | 2.99 | 7.11 | 7.31 | 5.90 | 6.03 | 6.90 | 13.12 | 10.55 | 15.68 | 22.27 | 10.39 |
| Draw Down(%) | NA | 3.43 | 5.21 | 20.93 | 20.93 | NA | NA | … | … | 3.43 | 3.33 | 2.72 | 5.21 | 17.58 | 4.06 | 11.37 | 1.13 | 6.45 | 1.09 | 6.57 | 7.02 | 4.28 | 4.63 | 5.76 | 12.98 | 8.81 | 15.83 | 34.80 | 5.04 |
| Yield(%) | 0.00 | 3.23 | 3.13 | 2.57 | 3.96 | 4.21 | 3.58 | … | … | 0.57 | 3.34 | 3.03 | 2.89 | 2.72 | 2.20 | 1.14 | 3.42 | 4.27 | 15.41 | 2.55 | 3.91 | 3.84 | 1.78 | 2.78 | 2.13 | 2.21 | 2.82 | 3.42 | 1.39 |
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 |
|---|---|---|---|---|
| FRQIX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS I) |
-3.38%
Oct 2020 – Oct 2023 |
-0.30%
Oct 2017 – Oct 2022 |
2.64%
Oct 2013 – Oct 2023 |
3.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRQIX (FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2030 FUND: CLASS I) |
18.10%
Feb 2009 – Feb 2012 |
15.26%
Feb 2009 – Feb 2014 |
9.69%
Feb 2009 – Feb 2019 |
6.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart