Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRZX (Fidelity Income Fund – Managed Retirement 2035 Fund) | -40.39% | -34.83% | -7.69% | 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 |
|---|---|---|
| FMRZX (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 (%) | -44.53 | -34.83 | -7.69 | NA | NA | NA | NA | … | … | -40.39 | 15.25 | 7.81 | 13.46 | -0.31 |
| Sharpe Ratio | NA | -0.64 | -0.31 | NA | NA | NA | NA | … | … | -0.82 | 1.38 | 0.56 | 1.23 | -1.34 |
| Standard Deviation(%) | NA | 58.29 | 34.40 | NA | NA | NA | NA | … | … | 89.01 | 8.98 | 7.50 | 8.01 | 10.53 |
| Draw Down(%) | NA | 44.73 | 44.73 | NA | NA | NA | NA | … | … | 44.73 | 8.38 | 3.77 | 8.15 | 1.61 |
| Yield(%) | 0.00 | 3.58 | 3.46 | 2.29 | 1.14 | 0.76 | 0.57 | … | … | 0.47 | 3.69 | 3.30 | 2.88 | 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 |
|---|---|---|---|---|
| FMRZX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
10.06%
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 |
|---|---|---|---|---|
| FMRZX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
12.89%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart