Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRJX (Fidelity Income Fund – Managed Retirement 2035 Fund) | -40.27% | -34.70% | -7.56% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRJX (Fidelity Income Fund – Managed Retirement 2035 Fund) | 12/20/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.41 | -34.70 | -7.56 | NA | NA | NA | NA | … | … | -40.27 | 15.29 | 8.02 | 13.52 | -0.31 |
| Sharpe Ratio | NA | -0.64 | -0.31 | NA | NA | NA | NA | … | … | -0.82 | 1.39 | 0.59 | 1.25 | -1.34 |
| Standard Deviation(%) | NA | 58.02 | 34.24 | NA | NA | NA | NA | … | … | 88.59 | 8.94 | 7.41 | 7.97 | 10.53 |
| Draw Down(%) | NA | 44.66 | 44.66 | NA | NA | NA | NA | … | … | 44.66 | 8.28 | 3.76 | 8.11 | 1.61 |
| Yield(%) | 0.00 | 3.64 | 3.57 | 2.37 | 1.18 | 0.79 | 0.59 | … | … | 0.46 | 3.81 | 3.41 | 3.03 | 0.09 |
Data as of 06/08/2026, Common starting date is 12/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRJX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
10.16%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRJX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
12.97%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart