Nasdaq - Delayed Quote USD
Fidelity Managed Retirement Inc (FIRMX)
55.75
+0.21
+(0.38%)
At close: 8:05:47 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.96% |
| 5y Average Return | 2.74% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 22, 2025) | 11.26% |
| Worst 1Y Total Return (Apr 22, 2025) | -- |
| Best 3Y Total Return | 11.26% |
| Worst 3Y Total Return | -0.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FIRMX
Category
- YTD
- 2.20%
- 3.58%
- 1-Month
- -0.43%
- 0.73%
- 3-Month
- 2.20%
- 3.29%
- 1-Year
- 5.25%
- 12.52%
- 3-Year
- 2.06%
- 7.60%
- 5-Year
- 3.39%
- 6.39%
- 10-Year
- 3.14%
- 5.12%
- Last Bull Market
- 6.77%
- 8.81%
- Last Bear Market
- -6.13%
- -5.68%
Annual Total Return (%) History
Year
FIRMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.20% | -- | -- | -- |
| 2024 | 1.26% | 0.79% | 4.64% | -2.35% |
| 2023 | 3.63% | 0.39% | -2.43% | 6.46% |
| 2022 | -4.28% | -6.13% | -4.70% | 3.16% |
| 2021 | -0.61% | 2.70% | -0.16% | 0.84% |
| 2020 | -3.92% | 5.71% | 2.50% | 4.28% |
| 2019 | 4.36% | 2.52% | 1.10% | 2.22% |
| 2018 | -0.54% | 0.21% | 0.59% | -2.05% |
| 2017 | 2.07% | 1.23% | 1.98% | 1.62% |
| 2016 | 1.13% | 1.93% | 2.12% | -0.03% |
| 2015 | 1.65% | -0.20% | -2.89% | 1.22% |
| 2014 | 1.66% | 2.50% | -0.62% | 1.40% |
| 2013 | 4.03% | -0.14% | 3.30% | 3.59% |
| 2012 | 6.15% | -0.93% | 3.92% | 0.52% |
| 2011 | 3.10% | 0.39% | -7.45% | 4.79% |
| 2010 | 3.32% | -4.44% | 7.07% | 5.25% |
| 2009 | -4.15% | 12.11% | 10.96% | 3.25% |
| 2008 | -4.80% | -0.31% | -7.00% | -12.77% |
| 2007 | -0.58% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 16 |
| 3-Month | 16 |
| 1-Year | 64 |
| 3-Year | 92 |
| 5-Year | 92 |
Load Adjusted Returns
| 1-Year | 5.25% |
| 3-Year | 2.06% |
| 5-Year | 3.39% |
| 10-Year | 3.14% |
Performance & Risk
| YTD Return | 0.96% |
| 5y Average Return | 2.74% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date Retirement |
| Fund Family | Fidelity Investments |
| Net Assets | 17.05M |
| YTD Return | 2.20% |
| Yield | 2.97% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2019 |
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 stable neutral asset allocation strategy.
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