Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRQKX (Fidelity Managed Retirement 2010 Fund Class K) | 2.81% | 8.83% | 7.38% | 2.68% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRQKX (Fidelity Managed Retirement 2010 Fund Class K) | 08/02/2019 | 06/05/2026 |
| 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 (%) | -1.00 | 8.83 | 7.38 | 2.68 | NA | NA | NA | … | … | 2.81 | 10.09 | 4.58 | 8.62 | -12.30 | 3.95 | 9.68 | 4.16 |
| Sharpe Ratio | NA | 1.86 | 0.96 | 0.08 | NA | NA | NA | … | … | 1.38 | 1.63 | 0.20 | 0.89 | -1.75 | 1.00 | 1.21 | 3.13 |
| Standard Deviation(%) | NA | 4.15 | 4.92 | 5.54 | NA | NA | NA | … | … | 5.22 | 4.43 | 4.71 | 5.61 | 7.89 | 3.93 | 7.73 | 2.93 |
| Draw Down(%) | NA | 3.42 | 5.17 | 16.97 | NA | NA | NA | … | … | 3.42 | 3.31 | 2.71 | 5.17 | 16.12 | 2.45 | 11.36 | 0.87 |
| Yield(%) | 0.00 | 3.44 | 3.27 | 3.67 | 2.69 | 1.79 | 1.34 | … | … | 0.69 | 3.45 | 3.12 | 3.01 | 4.28 | 5.99 | 3.80 | 2.61 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FRQKX (Fidelity Managed Retirement 2010 Fund Class K) |
-1.03%
Oct 2020 – Oct 2023 |
2.58%
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 |
|---|---|---|---|---|
| FRQKX (Fidelity Managed Retirement 2010 Fund Class K) |
8.60%
Oct 2022 – Oct 2025 |
4.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart