Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FURIX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS I) | NA | 0.00% | 2.96% | 5.31% | 7.12% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FURIX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS I) | 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 | 2.96 | 5.31 | 7.12 | NA | NA | … | … | 0.00 | 9.89 | -4.75 | 12.53 | 7.10 | 0.03 | 6.70 | 17.08 | 12.62 | -1.45 | 12.81 | 27.01 | -28.44 | 3.02 |
| Sharpe Ratio | NA | 0.00 | 0.47 | 0.82 | 0.90 | NA | NA | … | … | 0.00 | 2.66 | -1.02 | 3.43 | 0.86 | 0.00 | 1.04 | 2.59 | 1.67 | -0.10 | 1.10 | 1.57 | -1.19 | 0.66 |
| Standard Deviation(%) | NA | 0.38 | 4.00 | 5.52 | 7.51 | NA | NA | … | … | NA | 3.19 | 5.93 | 3.49 | 7.97 | 8.09 | 6.45 | 6.58 | 7.58 | 14.41 | 11.59 | 17.15 | 24.52 | 11.48 |
| Draw Down(%) | NA | 0.00 | 8.53 | 9.30 | 14.31 | NA | NA | … | … | 0.00 | 1.66 | 8.53 | 1.13 | 7.40 | 7.71 | 4.78 | 4.96 | 6.41 | 14.31 | 9.74 | 17.21 | 37.63 | 5.54 |
| Yield(%) | 0.00 | 0.00 | 5.31 | 4.89 | 4.77 | 3.19 | 2.39 | … | … | 0.00 | 0.53 | 2.64 | 14.53 | 2.96 | 3.81 | 2.83 | 1.91 | 2.73 | 2.11 | 2.21 | 2.99 | 3.46 | 1.25 |
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 |
|---|---|---|---|---|
| FURIX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS I) |
-1.45%
Oct 2007 – Oct 2010 |
1.65%
Oct 2007 – Oct 2012 |
5.03%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FURIX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS I) |
19.15%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
10.37%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart