Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS T) | NA | 0.00% | 2.83% | 5.09% | 6.83% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS T) | 01/08/2008 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.83 | 5.09 | 6.83 | NA | NA | … | … | 0.00 | 10.56 | -5.89 | 12.74 | 6.53 | -0.46 | 6.12 | 17.04 | 12.37 | -2.19 | 12.60 | 27.23 | -27.51 |
| Sharpe Ratio | NA | 0.00 | 0.39 | 0.74 | 0.82 | NA | NA | … | … | 0.00 | 2.51 | -1.07 | 3.29 | 0.76 | -0.06 | 0.92 | 2.51 | 1.58 | -0.15 | 1.04 | 1.52 | -1.12 |
| Standard Deviation(%) | NA | 0.44 | 4.56 | 5.90 | 7.85 | NA | NA | … | … | NA | 3.65 | 6.77 | 3.69 | 8.23 | 8.34 | 6.64 | 6.76 | 7.86 | 14.97 | 12.06 | 17.85 | 25.69 |
| Draw Down(%) | NA | 0.00 | 10.18 | 10.18 | 15.04 | NA | NA | … | … | 0.00 | 1.95 | 10.18 | 1.16 | 7.70 | 8.10 | 5.00 | 5.12 | 6.75 | 15.04 | 10.16 | 17.93 | 38.25 |
| Yield(%) | 0.00 | 0.00 | 8.17 | 6.59 | 5.93 | 3.70 | 2.77 | … | … | 0.00 | 0.19 | 4.75 | 22.05 | 1.90 | 3.77 | 2.97 | 3.99 | 2.22 | 1.69 | 1.88 | 2.41 | 2.15 |
Data as of 08/24/2020, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS T) |
2.74%
Jul 2017 – Jul 2020 |
3.61%
Dec 2013 – Dec 2018 |
5.34%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS T) |
19.11%
Feb 2009 – Feb 2012 |
16.13%
Feb 2009 – Feb 2014 |
10.09%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart