Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKRSX (Fidelity Managed Retirement 2015 Fund Class K) | 3.84% | 10.38% | 8.35% | 3.19% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKRSX (Fidelity Managed Retirement 2015 Fund Class K) | 08/02/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 10.38 | 8.35 | 3.19 | NA | NA | NA | … | … | 3.84 | 11.21 | 5.29 | 9.72 | -13.42 | 5.42 | 11.07 | 5.06 |
| Sharpe Ratio | NA | 1.52 | 0.90 | 0.10 | NA | NA | NA | … | … | 0.87 | 1.57 | 0.32 | 1.01 | -1.63 | 1.11 | 1.07 | 3.11 |
| Standard Deviation(%) | NA | 4.97 | 5.65 | 6.38 | NA | NA | NA | … | … | 6.26 | 5.33 | 5.28 | 6.07 | 9.13 | 4.86 | 10.11 | 3.70 |
| Draw Down(%) | NA | 3.93 | 5.83 | 18.46 | NA | NA | NA | … | … | 3.93 | 4.36 | 2.84 | 5.83 | 17.55 | 2.66 | 13.84 | 1.20 |
| Yield(%) | 0.00 | 3.06 | 3.18 | 3.47 | 2.66 | 1.77 | 1.33 | … | … | 0.55 | 3.35 | 3.07 | 2.98 | 4.16 | 5.32 | 3.76 | 2.83 |
Data as of 06/11/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKRSX (Fidelity Managed Retirement 2015 Fund Class K) |
-0.83%
Apr 2021 – Apr 2024 |
3.18%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKRSX (Fidelity Managed Retirement 2015 Fund Class K) |
9.67%
Sep 2022 – Sep 2025 |
5.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart