Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FURCX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS C) | NA | 0.00% | 2.48% | 4.59% | 6.25% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FURCX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS C) | 09/07/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.48 | 4.59 | 6.25 | NA | NA | … | … | 0.00 | 8.77 | -4.77 | 11.41 | 5.97 | -0.72 | 5.71 | 15.91 | 11.48 | -2.43 | 11.74 | 25.75 | -29.15 | 2.74 |
| Sharpe Ratio | NA | 0.00 | 0.33 | 0.68 | 0.77 | NA | NA | … | … | 0.00 | 1.79 | -1.03 | 3.10 | 0.72 | -0.09 | 0.88 | 2.41 | 1.52 | -0.17 | 1.00 | 1.50 | -1.22 | 0.57 |
| Standard Deviation(%) | NA | 0.37 | 4.26 | 5.65 | 7.56 | NA | NA | … | … | NA | 4.12 | 5.91 | 3.49 | 7.98 | 8.12 | 6.47 | 6.58 | 7.57 | 14.41 | 11.60 | 17.14 | 24.53 | 11.47 |
| Draw Down(%) | NA | 0.00 | 9.37 | 9.57 | 14.66 | NA | NA | … | … | 0.00 | 2.30 | 9.37 | 1.15 | 7.52 | 8.06 | 4.93 | 5.05 | 6.57 | 14.66 | 9.85 | 17.38 | 38.19 | 5.60 |
| Yield(%) | 0.00 | 0.00 | 5.11 | 4.38 | 3.89 | 2.53 | 1.90 | … | … | 0.00 | 0.03 | 2.74 | 13.70 | 2.05 | 3.24 | 2.01 | 0.97 | 1.77 | 1.18 | 1.27 | 1.87 | 2.59 | 0.97 |
Data as of 08/24/2020, 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 |
|---|---|---|---|---|
| FURCX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS C) |
-2.41%
Oct 2007 – Oct 2010 |
0.64%
Oct 2007 – Oct 2012 |
4.01%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FURCX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS C) |
17.98%
Feb 2009 – Feb 2012 |
15.10%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart