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FRAMX: FIDELITY INCOME REPLACEMENT 2022 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2022 FUND: CLASS A (MUTUAL FUND)
Basic Info 60.07 0.64(1.05%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 09/07/2007 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.03% |
| Expenses | 0.25% |
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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 | 2.7 | 8.4 | 6.9 | 2.3 | 3.7 | 4.2 | 3.9 | 9.7 | 4.0 | 7.8 | -11.9 | 2.5 | 8.3 | 10.3 | -2.8 | 6.8 | 5.0 | -0.5 | 6.8 | 10.9 | 9.6 | 0.1 | 10.8 | 22.8 | -23.2 | 2.3 |
| Sharpe Ratio | NA | 0.7 | 1.35 | 0.74 | -0.04 | 0.46 | NA | 0.39 | 1.55 | 0.09 | 0.77 | -1.85 | 0.75 | 1.41 | 3.77 | -1.37 | 3.23 | 1.14 | -0.12 | 1.51 | 2.35 | 1.82 | 0.01 | 1.22 | 1.68 | -1.25 | 0.57 |
| Draw Down(%) | NA | 3.4 | 3.4 | 5.0 | 16.3 | 16.3 | NA | 34.0 | 3.3 | 2.8 | 5.0 | 15.5 | 2.3 | 8.9 | 0.8 | 4.4 | 0.8 | 3.7 | 4.8 | 2.8 | 4.0 | 4.4 | 10.4 | 7.4 | 13.9 | 31.3 | 4.3 |
| Standard Deviation(%) | NA | 5.4 | 4.3 | 4.9 | 5.3 | 4.5 | NA | 7.6 | 4.4 | 4.6 | 5.4 | 7.2 | 3.3 | 5.7 | 2.3 | 3.1 | 1.9 | 4.2 | 4.7 | 4.5 | 4.6 | 5.3 | 10.5 | 8.8 | 13.5 | 19.3 | 8.8 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.04 | 0.0 | 0.03 | NA | 0.03 | 0.09 | 0.0 | 0.05 | -0.17 | 0.03 | 0.15 | 0.14 | -0.06 | 0.08 | 0.05 | -0.01 | 0.06 | 0.1 | 0.07 | 0.0 | 0.07 | 0.15 | -0.15 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.03 | -0.01 | 0.0 | -0.02 | -0.02 |
| Beta | NA | 0.84 | 0.82 | 0.86 | 0.83 | 0.73 | NA | 1.12 | 0.79 | 0.9 | 0.9 | 0.8 | 0.73 | 0.53 | 0.64 | 0.65 | 0.77 | 0.94 | 1.05 | 1.2 | 1.11 | 1.33 | 1.64 | 1.52 | 1.52 | 1.62 | 1.46 |
| RSquared | NA | 0.96 | 0.93 | 0.92 | 0.92 | 0.86 | NA | 0.78 | 0.91 | 0.9 | 0.91 | 0.94 | 0.84 | 0.8 | 0.78 | 0.83 | 0.81 | 0.91 | 0.92 | 0.7 | 0.87 | 0.83 | 0.88 | 0.84 | 0.9 | 0.91 | 0.75 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 2.8 | 2.7 | 3.6 | 3.3 | 2.4 | 2.6 | 3.4 | 8.1 | 1.5 | 1.4 | 3.4 | 1.5 | 2.3 | 2.0 | 2.1 | 3.1 | 3.3 | 1.1 |
| Dividend Growth(%) | N/A | -79.9 | N/A | N/A | N/A | N/A | N/A | N/A | 10.3 | 8.7 | -36.3 | 8.7 | 47.3 | -0.5 | -30.1 | -58.5 | 473.6 | 3.6 | -57.3 | 147.5 | -32.4 | 18.1 | 1.3 | -18.9 | -29.5 | 189.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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