Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRAX (Fidelity Managed Retirement 2030 Fund) | 4.99% | 13.77% | 10.63% | 3.58% | 4.27% | 2.83% | 2.11% | … | … |
Data as of 06/11/2026, Common starting date is 04/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRAX (Fidelity Managed Retirement 2030 Fund) | 04/14/2004 | 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 (%) | -1.88 | 13.77 | 10.63 | 3.58 | 4.27 | 2.83 | 2.11 | … | … | 4.99 | 14.35 | 7.11 | 12.43 | -17.09 | 6.25 | 11.60 | -9.81 |
| Sharpe Ratio | NA | 1.62 | 0.97 | 0.13 | 0.11 | NA | NA | … | … | 1.05 | 1.40 | 0.50 | 1.16 | -1.48 | 0.83 | 0.71 | -0.06 |
| Standard Deviation(%) | NA | 7.32 | 7.93 | 8.90 | 12.02 | NA | NA | … | … | 9.26 | 8.23 | 7.01 | 7.64 | 12.55 | 7.51 | 16.02 | 28.75 |
| Draw Down(%) | NA | 5.61 | 7.76 | 24.46 | 26.48 | NA | NA | … | … | 5.61 | 7.53 | 3.53 | 7.76 | 22.03 | 3.63 | 20.01 | 16.53 |
| Yield(%) | 0.00 | 3.02 | 2.92 | 2.42 | 1.80 | 1.20 | 0.90 | … | … | 0.74 | 2.86 | 2.62 | 2.61 | 2.42 | 2.33 | 1.16 | 1.68 |
Data as of 06/11/2026, Common starting date is 04/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRAX (Fidelity Managed Retirement 2030 Fund) |
-1.63%
Apr 2021 – Apr 2024 |
3.43%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRAX (Fidelity Managed Retirement 2030 Fund) |
12.55%
Sep 2022 – Sep 2025 |
6.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart