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Nasdaq - Delayed Quote USD

Fidelity Advisor Managed Retrmt 2020 I (FIIVX)

52.93
+0.04
+(0.08%)
At close: April 17 at 8:00:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.01%
5y Average Return 4.98%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 17.63%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 17.63%
Worst 3Y Total Return 0.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIIVX
Category
YTD
1.86%
5.78%
1-Month
-1.01%
0.81%
3-Month
1.86%
4.21%
1-Year
5.23%
18.91%
3-Year
2.47%
9.48%
5-Year
6.22%
8.82%
10-Year
4.84%
7.36%
Last Bull Market
8.19%
14.92%
Last Bear Market
-8.94%
-12.14%

Annual Total Return (%) History

Year
FIIVX
Category
2025
--
--
2024
5.86%
--
2023
10.72%
--
2022
-14.64%
--
2021
6.75%
--
2020
12.07%
10.79%
2019
16.19%
16.14%
2018
-4.46%
-4.49%

2017
13.31%
12.46%
2016
7.07%
6.23%
2015
0.01%
-1.57%
2014
5.80%
4.72%
2013
17.63%
11.57%
2012
12.90%
11.68%
2011
-1.68%
-0.22%
2010
13.21%
12.27%
2009
27.89%
24.25%
2008
-29.48%
-29.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.86% -- -- --
2024 2.48% 0.91% 5.17% -2.65%
2023 4.63% 1.37% -3.16% 7.79%
2022 -5.27% -8.94% -5.54% 4.76%
2021 1.01% 4.06% -0.49% 2.06%
2020 -9.82% 10.27% 4.32% 8.04%
2019 7.04% 2.96% 0.66% 4.73%
2018 -0.48% 0.48% 1.59% -5.96%
2017 4.07% 2.49% 3.15% 3.00%
2016 0.38% 1.79% 3.98% 0.78%

2015 2.39% 0.20% -5.17% 2.79%
2014 1.69% 3.28% -1.05% 1.81%
2013 5.67% 0.47% 4.98% 5.53%
2012 8.49% -1.97% 5.12% 0.98%
2011 3.80% 0.21% -10.85% 6.03%
2010 3.79% -6.71% 9.23% 7.04%
2009 -6.00% 15.19% 13.64% 3.92%
2008 -6.79% -0.46% -9.32% -16.18%

Rank in Category (By Total Return)

YTD 11
1-Month 7
3-Month 11
1-Year 69
3-Year 93
5-Year 92

Load Adjusted Returns

1-Year 5.23%
3-Year 2.47%
5-Year 6.22%
10-Year 4.84%

Performance & Risk

YTD Return -0.01%
5y Average Return 4.98%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Fidelity Investments
Net Assets 9.33M
YTD Return 1.86%
Yield 2.71%
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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