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FRKAX: FIDELITY INCOME REPLACEMENT 2018 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2018 FUND: CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/07/2007 |
| Last Dividend Date: | 03/23/2017 |
| 12-Mo. Yield | 2.50% |
| Expenses | 0.77% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.6 | 0.8 | 3.2 | 2.7 | 3.1 | 0.4 | 2.0 | -0.2 | 7.1 | 6.1 | 7.5 | 1.2 | 9.4 | 20.3 | -20.3 | 2.2 |
| Sharpe Ratio | NA | 0.19 | 0.4 | 1.18 | 0.33 | 0.37 | -0.17 | 1.37 | -0.1 | 1.73 | 1.98 | 2.12 | 0.16 | 1.36 | 1.79 | -1.3 | 0.62 |
| Draw Down(%) | NA | 0.2 | 2.7 | 3.1 | 29.7 | 29.7 | 0.2 | 1.1 | 2.2 | 1.3 | 3.1 | 2.8 | 7.2 | 5.7 | 11.9 | 27.5 | 3.6 |
| Standard Deviation(%) | NA | 0.4 | 1.4 | 2.6 | 7.5 | 7.4 | 0.3 | 1.3 | 2.0 | 4.1 | 3.1 | 3.5 | 7.4 | 6.9 | 11.3 | 16.3 | 7.6 |
| Treynor Ratio | NA | 0.01 | 0.02 | 0.06 | 0.02 | 0.02 | -0.01 | 0.06 | 0.0 | 0.11 | 0.08 | 0.08 | 0.01 | 0.08 | 0.16 | -0.15 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | -0.02 |
| Beta | NA | 0.1 | 0.35 | 0.5 | 1.14 | 1.14 | 0.07 | 0.29 | 0.45 | 0.67 | 0.77 | 0.91 | 1.18 | 1.21 | 1.29 | 1.38 | 1.27 |
| RSquared | NA | 0.39 | 0.8 | 0.49 | 0.81 | 0.81 | 0.26 | 0.86 | 0.93 | 0.26 | 0.93 | 0.87 | 0.91 | 0.87 | 0.91 | 0.92 | 0.78 |
| Yield(%) | N/A | 2.5 | 1.4 | 2.3 | 2.2 | N/A | 2.4 | 0.5 | 0.8 | 4.6 | 1.3 | 2.2 | 2.0 | 2.1 | 2.7 | 3.5 | 1.1 |
| Dividend Growth(%) | N/A | 276.0 | -50.2 | 2.7 | N/A | N/A | 353.1 | -35.6 | -81.7 | 274.8 | -39.3 | 8.5 | 1.4 | -7.9 | -40.8 | 219.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2007
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