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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2025 K6 (FHRFX)

54.81
+0.06
+(0.11%)
At close: April 17 at 8:00:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.46%
5y Average Return 5.86%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 17, 2025) 13.31%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 13.31%
Worst 3Y Total Return 0.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FHRFX
Category
YTD
1.73%
6.61%
1-Month
-1.27%
0.92%
3-Month
1.73%
4.66%
1-Year
5.40%
21.54%
3-Year
2.88%
10.23%
5-Year
7.27%
9.75%
10-Year
5.34%
7.82%
Last Bull Market
8.97%
16.61%
Last Bear Market
-9.91%
-14.25%

Annual Total Return (%) History

Year
FHRFX
Category
2025
--
--
2024
6.78%
--
2023
12.05%
--
2022
-15.49%
--
2021
8.20%
--
2020
13.31%
11.84%
2019
--
18.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.73% -- -- --
2024 3.06% 1.01% 5.44% -2.72%
2023 5.08% 1.84% -3.41% 8.41%
2022 -5.53% -9.91% -5.82% 5.43%
2021 1.55% 4.50% -0.53% 2.50%
2020 -11.21% 11.48% 4.86% 9.16%
2019 5.41% -- -- --

Rank in Category (By Total Return)

YTD 7
1-Month 11
3-Month 7
1-Year 55
3-Year 87
5-Year 83

Load Adjusted Returns

1-Year 5.40%
3-Year 2.88%
5-Year 7.27%
10-Year 5.34%

Performance & Risk

YTD Return -0.46%
5y Average Return 5.86%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Fidelity Investments
Net Assets 54.18M
YTD Return 1.73%
Yield 2.78%
Morningstar Rating
Inception Date Dec 31, 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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