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FIXRX: FIDELITY INCOME REPLACEMENT 2042 FUND FIDELITY INCOME REPLACEMENT 2042 FUND (MUTUAL FUND)
Basic Info 62.79 1.05(1.64%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 01/08/2008 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 2.90% |
| Expenses | 0.38% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 3.4 | 11.9 | 9.8 | 2.9 | 5.8 | 6.2 | 5.6 | 13.4 | 6.6 | 11.8 | -17.0 | 5.0 | 10.3 | 17.5 | -6.2 | 14.1 | 7.1 | 0.1 | 6.6 | 19.1 | 13.8 | -2.1 | 13.7 | 28.9 | -27.8 |
| Sharpe Ratio | NA | 0.64 | 1.36 | 0.9 | 0.04 | 0.49 | NA | 0.4 | 1.44 | 0.45 | 1.15 | -1.57 | 0.72 | 0.69 | 3.01 | -1.01 | 3.44 | 0.79 | 0.01 | 0.93 | 2.62 | 1.64 | -0.13 | 1.07 | 1.57 | -1.1 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.2 | 24.2 | 24.2 | NA | 40.6 | 6.5 | 3.2 | 7.2 | 21.7 | 3.6 | 18.3 | 2.5 | 10.9 | 1.2 | 8.2 | 8.4 | 5.3 | 5.4 | 7.2 | 15.9 | 10.6 | 18.2 | 38.9 |
| Standard Deviation(%) | NA | 8.7 | 6.8 | 7.3 | 8.3 | 8.4 | NA | 11.5 | 7.3 | 6.5 | 7.2 | 11.7 | 7.0 | 14.5 | 5.3 | 7.5 | 3.9 | 8.8 | 8.9 | 7.1 | 7.3 | 8.5 | 16.0 | 12.7 | 18.4 | 26.4 |
| Treynor Ratio | NA | 0.04 | 0.07 | 0.05 | 0.0 | 0.03 | NA | 0.03 | 0.08 | 0.02 | 0.07 | -0.14 | 0.03 | 0.07 | 0.1 | -0.05 | 0.1 | 0.04 | 0.0 | 0.03 | 0.11 | 0.07 | -0.01 | 0.06 | 0.14 | -0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | -0.06 | -0.02 | 0.0 | -0.02 |
| Beta | NA | 1.34 | 1.31 | 1.31 | 1.31 | 1.4 | NA | 1.76 | 1.37 | 1.3 | 1.22 | 1.31 | 1.47 | 1.48 | 1.54 | 1.67 | 1.39 | 1.89 | 1.9 | 2.01 | 1.67 | 2.06 | 2.47 | 2.15 | 2.05 | 2.18 |
| RSquared | NA | 0.95 | 0.95 | 0.96 | 0.93 | 0.91 | NA | 0.84 | 0.96 | 0.95 | 0.95 | 0.95 | 0.77 | 0.96 | 0.87 | 0.91 | 0.62 | 0.84 | 0.84 | 0.81 | 0.79 | 0.79 | 0.86 | 0.81 | 0.88 | 0.89 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 2.7 | 2.7 | 2.5 | 2.3 | 1.2 | 4.4 | 5.3 | 22.4 | 2.6 | 4.3 | 3.7 | 4.3 | 2.8 | 2.2 | 2.4 | 2.8 | 2.5 |
| Dividend Growth(%) | N/A | -82.4 | N/A | N/A | N/A | N/A | N/A | N/A | 13.8 | 10.2 | -13.9 | 10.1 | 112.7 | -69.2 | -26.4 | -78.7 | 819.0 | -43.1 | 22.1 | -4.4 | 68.1 | 26.7 | -1.6 | 6.4 | -20.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2008
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