Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS A) | 3.95% | 11.42% | 8.86% | 3.28% | 5.78% | 6.13% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS A) | 01/08/2008 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 11.42 | 8.86 | 3.28 | 5.78 | 6.13 | NA | … | … | 3.95 | 11.99 | 5.60 | 10.44 | -14.84 | 6.49 | 11.79 | 15.89 | -5.69 | 13.01 | 6.80 | -0.24 | 6.39 | 17.32 | 12.65 | -1.95 | 12.79 | 27.56 | -27.35 |
| Sharpe Ratio | NA | 1.50 | 0.88 | 0.10 | 0.56 | NA | NA | … | … | 0.91 | 1.44 | 0.34 | 1.04 | -1.56 | 1.11 | 0.92 | 3.07 | -1.05 | 3.36 | 0.80 | -0.03 | 0.96 | 2.56 | 1.62 | -0.13 | 1.05 | 1.54 | -1.11 |
| Standard Deviation(%) | NA | 5.77 | 6.43 | 7.29 | 7.44 | NA | NA | … | … | 7.28 | 6.33 | 5.88 | 6.61 | 10.48 | 5.81 | 12.48 | 4.69 | 6.78 | 3.70 | 8.22 | 8.33 | 6.63 | 6.76 | 7.85 | 14.95 | 12.06 | 17.84 | 25.72 |
| Draw Down(%) | NA | 4.53 | 6.58 | 20.30 | 20.30 | NA | NA | … | … | 4.53 | 5.45 | 3.03 | 6.58 | 19.27 | 3.03 | 16.35 | 2.11 | 9.99 | 1.16 | 7.66 | 8.04 | 4.96 | 5.09 | 6.72 | 14.97 | 10.17 | 17.88 | 38.18 |
| Yield(%) | 0.00 | 2.64 | 2.69 | 2.80 | 4.98 | 5.11 | 4.13 | … | … | 0.43 | 2.82 | 2.56 | 2.41 | 2.71 | 4.52 | 3.86 | 3.27 | 4.95 | 22.33 | 2.08 | 4.01 | 3.20 | 4.27 | 2.49 | 1.92 | 2.08 | 2.69 | 2.36 |
Data as of 06/08/2026, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS A) |
-1.02%
Apr 2021 – Apr 2024 |
1.73%
Sep 2017 – Sep 2022 |
3.92%
Oct 2013 – Oct 2023 |
4.68%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARVX (FIDELITY INCOME REPLACEMENT 2038 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2038 FUND: CLASS A) |
19.38%
Feb 2009 – Feb 2012 |
16.40%
Feb 2009 – Feb 2014 |
10.35%
Feb 2009 – Feb 2019 |
8.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart