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Fidelity Advisor Managed Retrmt 2020 A (FARVX)

52.95
+0.11
+(0.21%)
At close: 6:45:38 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.35%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

Performance & Risk

YTD Return -0.83%
5y Average Return 4.78%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FARVXCategory AverageFARVXCategory AverageFARVXCategory Average
Alpha -1.88 0 -1.49 0 -0.69 0
BETA 0.79 0.01 0.78 0.01 0.79 0.01
Mean Annual Return 0.22 0.01 0.52 0.01 0.4 0.01
R-squared 97.79 0.96 97.35 0.96 96.23 0.95
Standard Deviation 10.02 0.09 9.11 0.08 8.15 0.08
Sharpe Ratio -0.19 0.01 0.38 0.01 0.35 0.01
Treynor Ratio -3.05 0.1 4.08 0.09 3.28 0.08

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