Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYRSX (Fidelity Advisor Managed Retirement 2015 Fund Class Z6) | NA | 1.93% | -1.90% | 1.24% | 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 |
|---|---|---|
| FYRSX (Fidelity Advisor Managed Retirement 2015 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 | 1.93 | -1.90 | 1.24 | NA | NA | NA | … | … | 2.27 | 9.80 | -14.71 | 2.50 | 8.58 | 5.12 |
| Sharpe Ratio | NA | -0.50 | -0.72 | -0.07 | NA | NA | NA | … | … | -0.39 | 1.02 | -1.77 | 0.47 | 0.81 | 3.16 |
| Standard Deviation(%) | NA | 3.38 | 6.69 | 7.29 | NA | NA | NA | … | … | 3.38 | 6.07 | 9.16 | 5.29 | 10.21 | 3.69 |
| Draw Down(%) | NA | 2.59 | 19.96 | 21.37 | NA | NA | NA | … | … | 2.59 | 5.81 | 18.79 | 3.37 | 13.84 | 1.19 |
| Yield(%) | 0.00 | 1.99 | 2.29 | 2.32 | 1.34 | 0.89 | 0.67 | … | … | 0.60 | 3.03 | 2.86 | 2.44 | 1.35 | 2.89 |
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 |
|---|---|---|---|---|
| FYRSX (Fidelity Advisor Managed Retirement 2015 Fund Class Z6) |
-2.36%
Aug 2021 – Aug 2024 |
1.61%
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 |
|---|---|---|---|---|
| FYRSX (Fidelity Advisor Managed Retirement 2015 Fund Class Z6) |
2.42%
Mar 2020 – Mar 2023 |
2.08%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart