Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2015 Fund (FARSX)

52.23
+0.11
+(0.21%)
At close: 6:45:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.36%
5y Average Return 3.94%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 11, 2025) 16.30%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 16.30%
Worst 3Y Total Return -0.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FARSX
Category
YTD
1.96%
5.24%
1-Month
-0.76%
0.74%
3-Month
1.96%
3.92%
1-Year
5.00%
17.09%
3-Year
2.02%
9.13%
5-Year
4.96%
8.26%
10-Year
4.12%
6.90%
Last Bull Market
7.40%
13.45%
Last Bear Market
-7.93%
-10.49%

Annual Total Return (%) History

Year
FARSX
Category
2025
--
--
2024
4.92%
--
2023
9.37%
--
2022
-13.75%
--
2021
5.06%
--
2020
10.61%
10.75%
2019
14.14%
15.45%
2018
-3.90%
-3.86%

2017
11.76%
11.29%
2016
6.77%
6.12%
2015
-0.31%
-1.34%
2014
5.50%
4.48%
2013
16.30%
9.65%
2012
11.97%
10.65%
2011
-1.46%
-0.27%
2010
12.44%
11.50%
2009
26.09%
23.55%
2008
-27.84%
-27.76%
2007
--
5.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.96% -- -- --
2024 1.87% 0.79% 4.87% -2.57%
2023 4.17% 0.90% -2.90% 7.15%
2022 -4.97% -7.93% -5.25% 4.05%
2021 0.38% 3.50% -0.42% 1.54%
2020 -7.94% 8.67% 3.65% 6.66%
2019 6.17% 2.76% 0.73% 3.86%
2018 -0.54% 0.34% 1.22% -4.87%
2017 3.76% 2.20% 2.78% 2.55%
2016 0.44% 1.79% 3.71% 0.70%

2015 2.22% 0.08% -4.97% 2.54%
2014 1.62% 3.12% -1.03% 1.73%
2013 5.34% 0.33% 4.62% 5.18%
2012 7.94% -1.81% 4.79% 0.82%
2011 3.58% 0.17% -10.15% 5.70%
2010 3.60% -6.17% 8.57% 6.56%
2009 -5.54% 14.21% 12.77% 3.64%
2008 -6.28% -0.49% -8.75% -15.21%
2007 -0.91% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 4
3-Month 11
1-Year 84
3-Year 95
5-Year 100

Load Adjusted Returns

1-Year -1.04%
3-Year 0.02%
5-Year 3.72%
10-Year 3.50%

Performance & Risk

YTD Return -0.36%
5y Average Return 3.94%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family Fidelity Investments
Net Assets 5.37M
YTD Return 1.96%
Yield 2.61%
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.

Related Tickers

BIPSX ProFunds Biotechnology UltraSector Fund
18.15
0.00%
 
BIPIX ProFunds Biotechnology UltraSector Fund
34.87
0.00%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.34
0.00%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.38
0.00%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.50
+0.89%
 
COBYX The Cook & Bynum
16.71
0.00%
 
DVSMX Driehaus Small Cap Growth Investor
18.45
+0.49%
 
DNSMX Driehaus Small Cap Growth Institutional
18.84
+0.53%
 
FIATX Fidelity Advisor Intl Cap App M
29.16
+1.60%
 
FIVFX Fidelity International Capital Apprec
28.05
+1.59%
 
FCPCX Fidelity Advisor Intl Cap App C
25.55
+1.59%
 
FIDZX Fidelity Advisor Intl Cap App Z
32.59
+1.59%
 
FCPAX Fidelity Advisor Intl Capl App A
30.15
+1.58%
 
FCPIX Fidelity Advisor Intl Cap App I
32.49
+1.56%
 
FOSKX Fidelity Overseas K
66.47
+1.42%
 
FAOIX Fidelity Advisor Overseas I
34.36
+1.42%
 
OSCAX Invesco Main Street Small Cap A
19.40
0.00%
 
FOSFX Fidelity Overseas
66.85
+1.41%
 
FAOAX Fidelity Advisor Overseas A
33.32
+1.40%
 
MNSQX Invesco Main Street Small Cap R5
19.60
0.00%
 
FAERX Fidelity Advisor Overseas M
34.22
+1.39%
 
OSCYX Invesco Main Street Small Cap Y
19.69
0.00%
 
FAOSX Fidelity Advisor Overseas Z
34.28
+1.39%
 
FIQFX Fidelity Advisor China Region Z
37.47
0.00%
 
FHKIX Fidelity Advisor China Region I
37.50
0.00%
 
OSCNX Invesco Main Street Small Cap R
18.79
0.00%
 
FHKCX Fidelity China Region
37.79
0.00%
 
FZABX Fidelity Advisor Diversified Intl Z
26.48
+1.34%
 
FHKAX Fidelity Advisor China Region A
37.25
0.00%
 
SSHQX State Street Hedged Intl Dev Eq Idx K
118.93
+1.33%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.01
+1.33%
 
FHKTX Fidelity Advisor China Region M
36.92
0.00%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.17
+1.32%
 
FCHKX Fidelity Advisor China Region C
35.46
0.00%
 
FDVIX Fidelity Advisor Diversified Intl I
26.54
+1.30%
 
FSMDX Fidelity Mid Cap Index
30.96
0.00%
 
ARTYX Artisan Developing World Investor
21.45
+1.27%
 
APDYX Artisan Developing World Fund
21.72
+1.26%
 
TQSIX T. Rowe Price Integrated US SMCC Eq I
20.21
0.00%
 
APHYX Artisan Developing World Fund
21.88
+1.25%
 
PCIEX PACE International Equity P
17.27
+1.17%
 
LPHKX BlackRock LifePath Dyn 2045 K
17.29
+1.17%
 
GMOIX GMO International Equity Fund
26.98
+1.16%
 
PWGAX PACE International Equity A
17.46
+1.16%
 
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.87
+1.14%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
20.43
+1.14%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
19.66
+1.13%
 
LPHIX BlackRock LifePath Dyn 2045 Instl
16.99
+1.13%
 
GMCFX GMO International Equity Fund
26.93
+1.13%
 
FOPAX Fidelity Advisor Intl Sm Cap Opps A
20.02
+1.11%
 
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
20.36
+1.09%
 
HWLZX Hotchkis & Wiley Large Cap Fdml Value Z
38.89
0.00%
 
HWLIX Hotchkis & Wiley Large Cap Fdml Value I
38.90
0.00%
 
FMIJX FMI International Investor
34.35
+1.09%
 
FSCOX Fidelity International Small Cap Opp
20.46
+1.09%
 
LPHRX BlackRock LifePath Dyn 2045 R
16.74
+1.09%
 
FOPCX Fidelity Advisor Intl Sm Cap Opps C
18.61
+1.09%
 
FMIYX FMI International Institutional
34.55
+1.08%
 
TRGVX T. Rowe Price Glbl Val Eq
16.82
0.00%
 
PRIGX T. Rowe Price Glbl Val Eq Cl I
16.90
0.00%
 
QIORX AQR International Momentum Style R6
15.19
+1.06%
 
AIMOX AQR International Momentum Style I
15.24
+1.06%
 
FSIDX Fidelity Advisor Strategic Div & Inc I
16.21
0.00%
 
AIONX AQR International Momentum Style N
15.57
+1.04%
 
INIVX VanEck International Investors Gold A
15.60
+1.04%
 
APDIX Artisan International Fund
29.32
+1.03%
 
COAGX Gator Capital L/S Fd
46.29
+1.03%
 
QCACX Federated Hermes MDT All Cap Core C
36.63
0.00%
 
QKACX Federated Hermes MDT All Cap Core R6
41.59
0.00%
 
QIACX Federated Hermes MDT All Cap Core IS
42.78
0.00%
 
QAACX Federated Hermes MDT All Cap Core A
41.81
0.00%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
30.45
+1.01%
 
TIQIX Touchstone Non-US Equity Y
27.11
+1.01%
 
INIIX VanEck International Investors Gold I
22.12
+1.00%
 
CIGEX Calamos Global Equity I
16.13
+1.00%
 
CAGEX Calamos Global Equity A
15.17
+1.00%
 
INIYX VanEck International Investors Gold Y
16.19
+1.00%
 
KCVIX Knights of Columbus Large Cap Value I
16.22
0.00%
 
KCVSX Knights of Columbus Large Cap Value Fund
16.22
0.00%
 
CIVVX Causeway International Value Inv
19.56
+0.98%
 
PRMTX T. Rowe Price Comm & Tech Investor
146.31
+0.98%
 
TEQAX Touchstone Non-US Equity A
25.82
+0.98%
 
GIOTX GMO Intl Developed Equity Allc III
18.62
+0.98%
 
CIVIX Causeway International Value Instl
19.74
+0.97%
 
ISCCX Federated Hermes Intl Small-Mid Co C
28.15
+0.97%
 
ISCAX Federated Hermes Intl Small-Mid Co A
41.72
+0.97%
 
TROCX Touchstone Non-US Equity I
27.13
+0.97%
 
MIEIX MFS International Equity R6
35.51
+0.97%
 
TEQCX Touchstone Non-US Equity C
26.18
+0.96%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
31.45
+0.96%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
43.10
+0.96%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.05
+0.95%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.06
+0.95%
 
CIOVX Causeway International Opps Inv
16.01
+0.95%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
35.33
+0.94%
 
PORYX North Square Multi Strategy I
18.28
0.00%
 
CIOIX Causeway International Opps Inst
16.16
+0.94%
 
AIVGX American Funds International Vntg F-3
17.28
+0.93%
 
RMLPX Recurrent MLP & Infrastructure Class I
22.77
+0.93%
 
VWILX Vanguard International Growth Adm
100.85
+0.93%