Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRBX (Fidelity Advisor Managed Retirement 2030 Fund Class A) | 4.59% | 13.59% | 10.46% | 4.08% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRBX (Fidelity Advisor Managed Retirement 2030 Fund Class A) | 08/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 13.59 | 10.46 | 4.08 | NA | NA | NA | … | … | 4.59 | 14.11 | 6.88 | 12.28 | -16.47 | 8.55 | 13.56 | 6.69 |
| Sharpe Ratio | NA | 1.52 | 0.93 | 0.18 | NA | NA | NA | … | … | 0.92 | 1.37 | 0.46 | 1.14 | -1.41 | 1.17 | 0.83 | 4.42 |
| Standard Deviation(%) | NA | 7.30 | 7.92 | 8.90 | NA | NA | NA | … | … | 9.25 | 8.21 | 7.05 | 7.60 | 12.70 | 7.26 | 16.01 | 4.53 |
| Draw Down(%) | NA | 5.72 | 7.82 | 22.62 | NA | NA | NA | … | … | 5.72 | 7.57 | 3.46 | 7.82 | 21.52 | 3.63 | 19.94 | 1.96 |
| Yield(%) | 0.00 | 2.46 | 2.56 | 2.81 | 2.21 | 1.48 | 1.11 | … | … | 0.34 | 2.62 | 2.40 | 2.38 | 3.04 | 4.77 | 3.07 | 1.52 |
Data as of 06/08/2026, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRBX (Fidelity Advisor Managed Retirement 2030 Fund Class A) |
-0.68%
Apr 2021 – Apr 2024 |
4.01%
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 |
|---|---|---|---|---|
| FMRBX (Fidelity Advisor Managed Retirement 2030 Fund Class A) |
12.40%
Sep 2022 – Sep 2025 |
7.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart