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
FSRMX (Fidelity Income Fund – Fidelity Simplicity RMD 2030 Fund) NA -4.18% NA NA NA NA NA
Data as of 02/06/2025, Common starting date is 12/20/2022
More Performance Analytics Comparison
Name Start Date End Date
FSRMX (Fidelity Income Fund – Fidelity Simplicity RMD 2030 Fund) 12/20/2022 02/06/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) 0.00 -4.18 NA NA NA NA NA -7.01 8.45 14.89 -0.13
Sharpe Ratio NA -0.96 NA NA NA NA NA -2.37 0.22 1.21 -0.60
Standard Deviation(%) NA 12.49 NA NA NA NA NA 23.14 8.85 8.90 12.57
Draw Down(%) NA 15.14 NA NA NA NA NA 7.83 4.75 9.13 1.71
Yield(%) 0.00 2.24 1.55 0.93 0.46 0.31 0.23 0.04 2.26 1.99 0.07
Data as of 02/06/2025, 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
FSRMX (Fidelity Income Fund – Fidelity Simplicity RMD 2030 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
FSRMX (Fidelity Income Fund – Fidelity Simplicity RMD 2030 Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return