Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS T) | NA | 0.00% | 2.93% | 5.23% | 7.02% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS T) | 01/08/2008 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.93 | 5.23 | 7.02 | NA | NA | … | … | 0.00 | 10.81 | -6.15 | 13.39 | 6.55 | -0.43 | 6.08 | 17.69 | 12.84 | -2.42 | 13.01 | 27.80 | -27.86 |
| Sharpe Ratio | NA | 0.00 | 0.38 | 0.72 | 0.81 | NA | NA | … | … | 0.00 | 2.40 | -1.02 | 3.32 | 0.75 | -0.05 | 0.89 | 2.53 | 1.57 | -0.16 | 1.04 | 1.52 | -1.11 |
| Standard Deviation(%) | NA | 0.45 | 4.91 | 6.18 | 8.18 | NA | NA | … | … | NA | 3.92 | 7.30 | 3.86 | 8.48 | 8.60 | 6.83 | 6.98 | 8.19 | 15.63 | 12.47 | 18.18 | 26.14 |
| Draw Down(%) | NA | 0.00 | 10.85 | 10.85 | 15.69 | NA | NA | … | … | 0.00 | 2.16 | 10.85 | 1.17 | 7.94 | 8.34 | 5.19 | 5.27 | 7.05 | 15.69 | 10.48 | 18.20 | 38.76 |
| Yield(%) | 0.00 | 0.00 | 4.57 | 4.22 | 4.29 | 2.75 | 2.06 | … | … | 0.00 | 0.15 | 2.14 | 12.65 | 2.22 | 3.65 | 3.09 | 2.77 | 2.16 | 1.69 | 1.90 | 2.26 | 2.19 |
Data as of 08/24/2020, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS T) |
2.82%
Jul 2017 – Jul 2020 |
3.67%
Dec 2013 – Dec 2018 |
5.52%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRWX (FIDELITY INCOME REPLACEMENT 2040 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2040 FUND: CLASS T) |
19.53%
Feb 2009 – Feb 2012 |
16.55%
Feb 2009 – Feb 2014 |
10.36%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart