Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FMRWX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) NA 4.00% NA NA NA NA NA
Data as of 12/27/2024, Common starting date is 12/20/2022
More Performance Analytics Comparison
Name Start Date End Date
FMRWX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) 12/20/2022 12/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 0.00 4.00 NA NA NA NA NA 4.50 12.99 -0.31
Sharpe Ratio NA -0.57 NA NA NA NA NA -0.46 1.10 -1.30
Standard Deviation(%) NA 4.54 NA NA NA NA NA 4.54 7.99 10.53
Draw Down(%) NA 3.58 NA NA NA NA NA 3.58 8.50 1.61
Yield(%) 0.00 1.67 0.97 0.58 0.29 0.19 0.15 0.34 2.44 0.09
Data as of 12/27/2024, 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
FMRWX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) 0.00%
NA
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
FMRWX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return