Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRYX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) | -40.41% | -34.94% | -7.79% | 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 |
|---|---|---|
| FMRYX (Fidelity Income Fund – Advisor 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 (%) | -44.53 | -34.94 | -7.79 | NA | NA | NA | NA | … | … | -40.41 | 15.14 | 7.68 | 13.45 | -0.42 |
| Sharpe Ratio | NA | -0.64 | -0.32 | NA | NA | NA | NA | … | … | -0.82 | 1.37 | 0.54 | 1.24 | -1.62 |
| Standard Deviation(%) | NA | 58.15 | 34.33 | NA | NA | NA | NA | … | … | 88.79 | 9.01 | 7.48 | 8.00 | 10.69 |
| Draw Down(%) | NA | 44.73 | 44.73 | NA | NA | NA | NA | … | … | 44.73 | 8.39 | 3.78 | 8.17 | 1.61 |
| Yield(%) | 0.00 | 3.48 | 3.35 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 0.44 | 3.59 | 3.18 | 2.76 | 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 |
|---|---|---|---|---|
| FMRYX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) |
9.95%
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 |
|---|---|---|---|---|
| FMRYX (Fidelity Income Fund – Advisor Managed Retirement 2035 Fund) |
12.77%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart