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FIRWX: FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY INCOME REPLACEMENT 2040 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 01/08/2008 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 2.54% |
| Expenses | 0.57% |
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Performance Analytics (As of 02/06/2025)
Not up-to-date? Try| Last 1 Week* | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.2 | 0.4 | 2.1 | 4.1 | 6.2 | 4.8 | -0.9 | 7.5 | 12.4 | -18.3 | 4.1 | 10.3 | 16.7 | -5.8 | 13.9 | 7.1 | 0.1 | 6.6 | 18.3 | 13.4 | -1.9 | 13.6 | 28.4 | -27.5 |
| Sharpe Ratio | NA | 0.38 | -0.27 | 0.03 | 0.33 | NA | 0.34 | -2.94 | 0.54 | 1.13 | -1.52 | 0.6 | 0.73 | 3.0 | -0.98 | 3.43 | 0.81 | 0.0 | 0.96 | 2.6 | 1.65 | -0.13 | 1.08 | 1.56 | -1.1 |
| Draw Down(%) | NA | 4.3 | 21.8 | 26.3 | 26.3 | NA | 40.4 | 1.6 | 3.6 | 7.9 | 23.6 | 4.3 | 17.9 | 2.4 | 10.4 | 1.2 | 7.9 | 8.2 | 5.1 | 5.2 | 7.0 | 15.5 | 10.5 | 18.1 | 38.6 |
| Standard Deviation(%) | NA | 7.0 | 9.6 | 10.1 | 8.7 | NA | 11.7 | 4.2 | 7.2 | 7.8 | 13.0 | 6.7 | 13.7 | 5.1 | 7.3 | 3.9 | 8.5 | 8.6 | 6.8 | 7.0 | 8.2 | 15.6 | 12.5 | 18.2 | 26.1 |
| Treynor Ratio | NA | 0.02 | -0.02 | 0.0 | 0.02 | NA | 0.02 | -0.26 | 0.03 | 0.07 | -0.14 | 0.03 | 0.07 | 0.1 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.11 | 0.07 | -0.01 | 0.06 | 0.14 | -0.13 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.08 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | -0.05 | -0.02 | 0.0 | -0.02 |
| Beta | NA | 1.33 | 1.37 | 1.38 | 1.45 | NA | 1.78 | 0.47 | 1.42 | 1.3 | 1.42 | 1.38 | 1.39 | 1.47 | 1.63 | 1.37 | 1.83 | 1.84 | 1.94 | 1.61 | 2.0 | 2.41 | 2.12 | 2.03 | 2.16 |
| RSquared | NA | 0.86 | 0.9 | 0.91 | 0.88 | NA | 0.84 | 0.36 | 0.93 | 0.92 | 0.91 | 0.73 | 0.96 | 0.87 | 0.91 | 0.62 | 0.84 | 0.84 | 0.81 | 0.79 | 0.79 | 0.86 | 0.81 | 0.88 | 0.9 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 2.6 | 1.9 | 2.4 | 2.4 | 1.2 | 4.4 | 2.6 | 13.2 | 2.7 | 4.1 | 3.6 | 3.3 | 2.9 | 2.2 | 2.4 | 2.8 | 2.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 51.2 | -38.0 | 4.5 | 121.8 | -70.3 | 56.8 | -80.6 | 409.1 | -37.1 | 20.3 | 21.5 | 25.1 | 28.9 | -0.1 | 7.0 | -22.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2008
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