Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRQYX (Fidelity Advisor Managed Retirement 2010 Fund Class Z6) | NA | 1.39% | -1.96% | 0.47% | NA | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRQYX (Fidelity Advisor Managed Retirement 2010 Fund Class Z6) | 08/02/2019 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.39 | -1.96 | 0.47 | NA | NA | NA | … | … | 1.68 | 8.70 | -13.66 | 0.32 | 7.13 | 4.21 |
| Sharpe Ratio | NA | -0.73 | -0.82 | -0.21 | NA | NA | NA | … | … | -0.63 | 0.91 | -1.91 | 0.06 | 0.87 | 3.17 |
| Standard Deviation(%) | NA | 3.08 | 5.93 | 6.16 | NA | NA | NA | … | … | 3.08 | 5.59 | 7.94 | 4.80 | 7.86 | 2.94 |
| Draw Down(%) | NA | 2.28 | 18.50 | 20.74 | NA | NA | NA | … | … | 2.28 | 5.14 | 17.45 | 3.99 | 11.36 | 0.87 |
| Yield(%) | 0.00 | 2.04 | 2.34 | 2.30 | 1.30 | 0.87 | 0.65 | … | … | 0.68 | 3.08 | 2.90 | 2.41 | 1.34 | 2.65 |
Data as of 12/27/2024, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRQYX (Fidelity Advisor Managed Retirement 2010 Fund Class Z6) |
-3.20%
Oct 2020 – Oct 2023 |
0.77%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRQYX (Fidelity Advisor Managed Retirement 2010 Fund Class Z6) |
0.79%
Mar 2020 – Mar 2023 |
1.13%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart