Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYRVX (Fidelity Advisor Managed Retirement 2020 Fund Class Z6) | NA | 2.48% | -1.43% | 2.08% | 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 |
|---|---|---|
| FYRVX (Fidelity Advisor Managed Retirement 2020 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 | 2.48 | -1.43 | 2.08 | NA | NA | NA | … | … | 2.87 | 10.88 | -14.76 | 4.55 | 9.35 | 5.95 |
| Sharpe Ratio | NA | -0.31 | -0.58 | 0.04 | NA | NA | NA | … | … | -0.20 | 1.10 | -1.56 | 0.75 | 0.72 | 3.04 |
| Standard Deviation(%) | NA | 3.74 | 7.50 | 8.51 | NA | NA | NA | … | … | 3.75 | 6.62 | 10.43 | 6.05 | 12.57 | 4.55 |
| Draw Down(%) | NA | 2.90 | 20.49 | 21.44 | NA | NA | NA | … | … | 2.90 | 6.47 | 19.27 | 3.07 | 16.31 | 1.53 |
| Yield(%) | 0.00 | 1.96 | 2.24 | 2.38 | 1.36 | 0.91 | 0.68 | … | … | 0.55 | 2.92 | 2.79 | 2.52 | 1.38 | 2.93 |
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 |
|---|---|---|---|---|
| FYRVX (Fidelity Advisor Managed Retirement 2020 Fund Class Z6) |
-1.62%
Aug 2021 – Aug 2024 |
2.52%
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 |
|---|---|---|---|---|
| FYRVX (Fidelity Advisor Managed Retirement 2020 Fund Class Z6) |
4.18%
Mar 2020 – Mar 2023 |
3.10%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart