Nasdaq - Delayed Quote USD
Fidelity Managed Retirement 2025 (FIXRX)
56.31
-0.02
(-0.04%)
At close: 8:04:43 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 | 19.10% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.20% |
| 5y Average Return | 5.97% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FIXRX | Category Average | FIXRX | Category Average | FIXRX | Category Average | |
| Alpha | -1.33 | -0 | -0.89 | -0 | -0.38 | -0 |
| BETA | 0.87 | 0.01 | 0.86 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.27 | 0.01 | 0.61 | 0.01 | 0.46 | 0.01 |
| R-squared | 98.4 | 0.97 | 98.03 | 0.97 | 97.06 | 0.96 |
| Standard Deviation | 10.98 | 0.11 | 10.04 | 0.09 | 8.96 | 0.09 |
| Sharpe Ratio | -0.12 | 0.01 | 0.45 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -2.24 | 0.1 | 4.97 | 0.09 | 3.7 | 0.07 |
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