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FIRQX: FIDELITY INCOME REPLACEMENT 2030 FUND FIDELITY INCOME REPLACEMENT 2030 FUND (MUTUAL FUND)
Basic Info 57.54 0.62(1.07%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 09/20/2007 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.33% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -1.0 | 2.8 | 8.7 | 7.3 | 1.5 | 3.9 | 4.7 | 4.2 | 10.0 | 4.5 | 8.5 | -13.8 | 0.1 | 6.9 | 12.6 | -3.7 | 10.5 | 6.9 | -0.1 | 6.9 | 15.5 | 11.7 | -0.8 | 12.3 | 25.4 | -26.1 | 0.0 |
| Sharpe Ratio | NA | 0.75 | 1.41 | 0.81 | -0.18 | 0.42 | NA | 0.35 | 1.6 | 0.18 | 0.87 | -1.92 | 0.02 | 0.84 | 3.63 | -1.14 | 3.32 | 0.94 | -0.02 | 1.16 | 2.56 | 1.71 | -0.06 | 1.16 | 1.62 | -1.21 | -0.23 |
| Draw Down(%) | NA | 3.4 | 3.4 | 5.2 | 20.9 | 20.9 | NA | 38.0 | 3.3 | 2.7 | 5.2 | 17.6 | 4.1 | 11.4 | 1.1 | 6.4 | 1.1 | 6.6 | 7.0 | 4.3 | 4.6 | 5.8 | 13.0 | 8.8 | 15.8 | 34.8 | 5.0 |
| Standard Deviation(%) | NA | 5.4 | 4.3 | 5.0 | 5.7 | 5.4 | NA | 9.1 | 4.4 | 4.7 | 5.6 | 8.0 | 4.8 | 7.9 | 3.1 | 4.5 | 3.0 | 7.1 | 7.3 | 5.9 | 6.0 | 6.9 | 13.1 | 10.5 | 15.7 | 22.3 | 10.3 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.05 | -0.01 | 0.03 | NA | 0.02 | 0.09 | 0.01 | 0.05 | -0.18 | 0.0 | 0.09 | 0.12 | -0.05 | 0.09 | 0.04 | 0.0 | 0.04 | 0.11 | 0.07 | 0.0 | 0.07 | 0.14 | -0.14 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.05 |
| Beta | NA | 0.84 | 0.83 | 0.88 | 0.88 | 0.88 | NA | 1.34 | 0.81 | 0.92 | 0.94 | 0.88 | 0.92 | 0.78 | 0.92 | 0.99 | 1.08 | 1.54 | 1.59 | 1.68 | 1.41 | 1.7 | 2.03 | 1.8 | 1.76 | 1.86 | 1.74 |
| RSquared | NA | 0.96 | 0.94 | 0.93 | 0.89 | 0.86 | NA | 0.78 | 0.93 | 0.92 | 0.93 | 0.92 | 0.63 | 0.9 | 0.92 | 0.9 | 0.66 | 0.85 | 0.86 | 0.81 | 0.82 | 0.8 | 0.86 | 0.82 | 0.88 | 0.9 | 0.72 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 3.0 | 2.9 | 2.7 | 2.2 | 1.1 | 3.4 | 4.3 | 15.3 | 2.6 | 3.9 | 3.8 | 1.8 | 2.8 | 2.1 | 2.2 | 2.8 | 3.4 | 1.4 |
| Dividend Growth(%) | N/A | -79.2 | N/A | N/A | N/A | N/A | N/A | N/A | 13.3 | 8.9 | -10.6 | 21.0 | 104.9 | -64.0 | -26.1 | -73.6 | 531.1 | -37.9 | 5.3 | 141.3 | -30.1 | 26.9 | 4.6 | -3.6 | -40.4 | 147.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2007
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