Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FURTX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS T) | NA | 0.00% | 2.66% | 4.91% | 6.64% | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FURTX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS T) | 09/07/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.66 | 4.91 | 6.64 | NA | NA | … | … | 0.00 | 9.59 | -5.15 | 11.96 | 6.51 | -0.52 | 6.17 | 16.48 | 12.05 | -1.94 | 12.36 | 26.42 | -28.81 | 2.89 |
| Sharpe Ratio | NA | 0.00 | 0.40 | 0.75 | 0.83 | NA | NA | … | … | 0.00 | 2.56 | -1.09 | 3.25 | 0.79 | -0.07 | 0.95 | 2.50 | 1.60 | -0.14 | 1.06 | 1.53 | -1.21 | 0.62 |
| Standard Deviation(%) | NA | 0.38 | 4.00 | 5.53 | 7.52 | NA | NA | … | … | NA | 3.20 | 5.93 | 3.50 | 7.99 | 8.11 | 6.45 | 6.58 | 7.58 | 14.42 | 11.60 | 17.15 | 24.54 | 11.47 |
| Draw Down(%) | NA | 0.00 | 8.95 | 9.45 | 14.49 | NA | NA | … | … | 0.00 | 1.69 | 8.95 | 1.15 | 7.46 | 7.91 | 4.82 | 5.02 | 6.49 | 14.49 | 9.71 | 17.28 | 37.91 | 5.56 |
| Yield(%) | 0.00 | 0.00 | 5.03 | 4.49 | 4.19 | 2.79 | 2.09 | … | … | 0.00 | 0.24 | 2.24 | 14.00 | 2.40 | 3.31 | 2.37 | 1.39 | 2.21 | 1.62 | 1.83 | 2.46 | 3.03 | 1.13 |
Data as of 08/24/2020, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FURTX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS T) |
-1.90%
Oct 2007 – Oct 2010 |
1.17%
Oct 2007 – Oct 2012 |
4.50%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FURTX (FIDELITY INCOME REPLACEMENT 2036 FUND FIDELITY ADVISOR INCOME REPLACEMENT 2036 FUND: CLASS T) |
18.61%
Feb 2009 – Feb 2012 |
15.70%
Feb 2009 – Feb 2014 |
9.83%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart