Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYRFX (Fidelity Advisor Managed Retirement 2025 Fund Class Z6) | NA | 3.05% | -1.83% | 2.26% | NA | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FYRFX (Fidelity Advisor Managed Retirement 2025 Fund Class Z6) | 08/02/2019 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.05 | -1.83 | 2.26 | NA | NA | NA | … | … | 3.48 | 11.99 | -16.80 | 5.22 | 10.55 | 6.64 |
| Sharpe Ratio | NA | -0.14 | -0.56 | 0.05 | NA | NA | NA | … | … | -0.03 | 1.17 | -1.56 | 0.75 | 0.71 | 3.01 |
| Standard Deviation(%) | NA | 4.07 | 8.36 | 9.63 | NA | NA | NA | … | … | 4.08 | 7.21 | 11.74 | 6.97 | 14.41 | 5.20 |
| Draw Down(%) | NA | 3.22 | 23.08 | 24.05 | NA | NA | NA | … | … | 3.22 | 7.19 | 21.61 | 3.54 | 18.31 | 1.76 |
| Yield(%) | 0.00 | 1.89 | 2.14 | 2.35 | 1.41 | 0.94 | 0.71 | … | … | 0.49 | 2.79 | 2.67 | 2.52 | 1.41 | 3.69 |
Data as of 12/27/2024, 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 |
|---|---|---|---|---|
| FYRFX (Fidelity Advisor Managed Retirement 2025 Fund Class Z6) |
-2.02%
Aug 2021 – Aug 2024 |
2.74%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYRFX (Fidelity Advisor Managed Retirement 2025 Fund Class Z6) |
4.63%
Mar 2020 – Mar 2023 |
3.40%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart