NasdaqGM - Delayed Quote USD

Fidelity Managed Retirement 201 (0P0001H3F3)

51.49 -0.12 (-0.23%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.40%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 11.11%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 11.11%
Worst 3Y Total Return 0.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001H3F3
Category
YTD
1.99%
5.24%
1-Month
1.59%
0.74%
3-Month
1.99%
3.92%
1-Year
7.44%
17.09%
3-Year
0.64%
9.13%
5-Year
4.16%
8.26%
10-Year
4.58%
6.90%
Last Bull Market
13.45%
13.45%
Last Bear Market
-7.83%
-10.49%

Annual Total Return (%) History

Year
0P0001H3F3
Category
2024
--
--
2023
9.84%
--
2022
-13.34%
--
2021
5.52%
--
2020
11.11%
10.75%
2019
--
15.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.99% -- -- --
2023 4.27% 1.02% -2.81% 7.28%
2022 -4.85% -7.83% -5.16% 4.19%
2021 0.49% 3.61% -0.31% 1.65%
2020 -7.84% 8.80% 3.77% 6.79%
2019 3.98% -- -- --

Rank in Category (By Total Return)

YTD 94
1-Month 94
3-Month 94
1-Year 94
3-Year 95
5-Year 97

Load Adjusted Returns

1-Year 7.44%
3-Year 0.64%
5-Year 4.16%
10-Year 4.58%

Performance & Risk

YTD Return 1.40%
5y Average Return 0.00%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family Fidelity Investments
Net Assets 5.81M
YTD Return 1.99%
Yield 2.86%
Morningstar Rating
Inception Date Aug 30, 2007

Fund Summary

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

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