Nasdaq - Delayed Quote USD
Fidelity Managed Retirement 2020 (FIRVX)
52.90
+0.05
+(0.09%)
At close: April 17 at 8:00:46 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 | 17.65% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FIRVX | Category Average | FIRVX | Category Average | FIRVX | Category Average | |
| Alpha | -1.63 | 0 | -1.24 | 0 | -0.44 | 0 |
| BETA | 0.79 | 0.01 | 0.78 | 0.01 | 0.79 | 0.01 |
| Mean Annual Return | 0.24 | 0.01 | 0.54 | 0.01 | 0.42 | 0.01 |
| R-squared | 97.79 | 0.96 | 97.36 | 0.96 | 96.22 | 0.95 |
| Standard Deviation | 10.01 | 0.09 | 9.11 | 0.08 | 8.15 | 0.08 |
| Sharpe Ratio | -0.16 | 0.01 | 0.4 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -2.72 | 0.1 | 4.42 | 0.09 | 3.61 | 0.08 |
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