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FARSX: FIDELITY INCOME REPLACEMENT 2034 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2034 FUND: CLASS A (MUTUAL FUND)
Basic Info 57.78 0.06(0.10%) June 08
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 09/07/2007 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 2.81% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.3 | 10.1 | 8.0 | 2.9 | 5.2 | 5.6 | 4.9 | 10.8 | 4.9 | 9.4 | -13.7 | 5.1 | 10.6 | 14.1 | -4.8 | 11.8 | 6.8 | -0.3 | 6.5 | 16.3 | 12.0 | -1.5 | 12.3 | 26.1 | -27.8 | 2.8 |
| Sharpe Ratio | NA | 0.81 | 1.44 | 0.83 | 0.04 | 0.56 | NA | 0.39 | 1.5 | 0.25 | 0.95 | -1.67 | 1.04 | 1.02 | 3.28 | -1.1 | 3.33 | 0.85 | -0.04 | 1.03 | 2.54 | 1.63 | -0.11 | 1.09 | 1.57 | -1.21 | 0.61 |
| Draw Down(%) | NA | 3.9 | 3.9 | 5.9 | 18.7 | 18.7 | NA | 40.3 | 4.4 | 2.9 | 5.9 | 17.8 | 2.7 | 13.9 | 1.6 | 8.4 | 1.1 | 7.2 | 7.6 | 4.7 | 4.9 | 6.2 | 13.9 | 9.4 | 16.7 | 36.8 | 5.4 |
| Standard Deviation(%) | NA | 6.3 | 5.0 | 5.6 | 6.4 | 6.4 | NA | 9.9 | 5.3 | 5.3 | 6.1 | 9.1 | 4.9 | 10.1 | 3.9 | 5.6 | 3.4 | 7.7 | 7.9 | 6.3 | 6.4 | 7.4 | 14.0 | 11.2 | 16.6 | 23.7 | 11.2 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.05 | 0.0 | 0.03 | NA | 0.03 | 0.08 | 0.01 | 0.06 | -0.15 | 0.05 | 0.1 | 0.11 | -0.05 | 0.09 | 0.04 | 0.0 | 0.04 | 0.11 | 0.07 | -0.01 | 0.06 | 0.14 | -0.14 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.05 | -0.02 | 0.0 | -0.03 | -0.03 |
| Beta | NA | 0.98 | 0.96 | 1.01 | 1.02 | 1.06 | NA | 1.49 | 0.98 | 1.05 | 1.03 | 1.03 | 1.09 | 1.01 | 1.15 | 1.26 | 1.2 | 1.68 | 1.7 | 1.78 | 1.48 | 1.81 | 2.16 | 1.91 | 1.86 | 1.98 | 1.8 |
| RSquared | NA | 0.98 | 0.95 | 0.95 | 0.96 | 0.91 | NA | 0.81 | 0.95 | 0.94 | 0.96 | 0.97 | 0.87 | 0.91 | 0.92 | 0.92 | 0.64 | 0.84 | 0.85 | 0.81 | 0.81 | 0.8 | 0.86 | 0.82 | 0.88 | 0.9 | 0.72 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 2.7 | 2.6 | 3.9 | 5.0 | 3.4 | 3.4 | 4.6 | 21.4 | 1.9 | 4.0 | 3.6 | 2.0 | 2.5 | 1.9 | 2.0 | 2.7 | 2.8 | 1.3 |
| Dividend Growth(%) | N/A | -83.9 | N/A | N/A | N/A | N/A | N/A | N/A | 11.3 | 11.3 | -44.7 | -22.5 | 56.9 | 11.2 | -33.8 | -80.7 | 1098.0 | -55.3 | 16.6 | 103.1 | -12.2 | 26.1 | 3.6 | -10.4 | -30.8 | 120.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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