Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2015 K6 (FJRSX)

52.15
+0.35
+(0.68%)
As of 8:05:47 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.23%
5y Average Return 4.41%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 11, 2025) 11.11%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 11.11%
Worst 3Y Total Return 0.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FJRSX
Category
YTD
2.07%
5.24%
1-Month
-0.72%
0.74%
3-Month
2.07%
3.92%
1-Year
5.47%
17.09%
3-Year
2.48%
9.13%
5-Year
5.43%
8.26%
10-Year
4.49%
6.90%
Last Bull Market
7.68%
13.45%
Last Bear Market
-7.83%
-10.49%

Annual Total Return (%) History

Year
FJRSX
Category
2025
--
--
2024
5.39%
--
2023
9.84%
--
2022
-13.34%
--
2021
5.52%
--
2020
11.11%
10.75%
2019
--
15.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.07% -- -- --
2024 1.99% 0.90% 4.99% -2.45%
2023 4.27% 1.02% -2.81% 7.28%
2022 -4.85% -7.83% -5.16% 4.19%
2021 0.49% 3.61% -0.31% 1.65%
2020 -7.84% 8.80% 3.77% 6.79%
2019 3.98% -- -- --

Rank in Category (By Total Return)

YTD 8
1-Month 1
3-Month 8
1-Year 51
3-Year 89
5-Year 96

Load Adjusted Returns

1-Year 5.47%
3-Year 2.48%
5-Year 5.43%
10-Year 4.49%

Performance & Risk

YTD Return -0.23%
5y Average Return 4.41%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family Fidelity Investments
Net Assets 5.37M
YTD Return 2.07%
Yield 3.08%
Morningstar Rating
Inception Date Aug 30, 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.

Related Tickers

BIPSX ProFunds Biotechnology UltraSector Fund
18.15
+4.37%
 
BIPIX ProFunds Biotechnology UltraSector Fund
34.87
+4.34%
 
CIVIX Causeway International Value Instl
19.55
+2.79%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.34
+2.77%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.38
+2.76%
 
CIVVX Causeway International Value Inv
19.37
+2.70%
 
CIOIX Causeway International Opps Inst
16.01
+2.50%
 
CIOVX Causeway International Opps Inv
15.86
+2.45%
 
FPHAX Fidelity Select Pharmaceuticals Port
22.54
+2.41%
 
UMPSX ProFunds UltraMid Cap Fund
38.57
+2.33%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.36
+2.33%
 
UMPIX ProFunds UltraMid Cap Fund
50.11
+2.33%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.14
+2.32%
 
TVRVX Third Avenue Real Estate Value Fund
21.84
+2.10%
 
TARZX Third Avenue Real Estate Value Z
21.86
+2.10%
 
TAREX Third Avenue Real Estate Value Instl
21.93
+2.09%
 
SSHQX State Street Hedged Intl Dev Eq Idx K
117.37
+2.03%
 
SIIEX Touchstone International Value Y
15.32
+2.00%
 
BISRX Brandes International Small Cap Equity Fund
20.47
+1.99%
 
GEMEX GMO Emerging Markets I
22.74
+1.97%
 
BISAX Brandes International Small Cap Equity Fund
20.17
+1.97%
 
GEMNX GMO Emerging Markets R6
22.79
+1.97%
 
BINCX Brandes International Small Cap Equity Fund
19.27
+1.96%
 
BISMX Brandes International Small Cap Equity Fund
20.32
+1.96%
 
MOWNX Moerus Worldwide Value N
16.17
+1.95%
 
MOWIX Moerus Worldwide Value Institutional
16.22
+1.95%
 
SEIRX SEI Real Estate I (SIMT)
15.33
+1.93%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
15.37
+1.92%
 
SREYX SEI Real Estate Y (SIMT)
15.37
+1.92%
 
HJPSX Hennessy Japan Small Cap Investor
17.61
+1.91%
 
HJSIX Hennessy Japan Small Cap Institutional
17.34
+1.88%
 
CSRIX Cohen & Steers Instl Realty Shares
46.89
+1.87%
 
CSJIX Cohen & Steers Realty Shares I
64.37
+1.87%
 
CSRSX Cohen & Steers Realty Shares L
64.39
+1.87%
 
CSJAX Cohen & Steers Realty Shares A
64.42
+1.87%
 
CSJZX Cohen & Steers Realty Shares Z
64.53
+1.86%
 
CSJRX Cohen & Steers Realty Shares R
64.57
+1.86%
 
CSJCX Cohen & Steers Realty Shares C
64.13
+1.86%
 
GURIX NAA Risk Managed Rl Estt Inst
30.77
+1.85%
 
ISCAX Federated Hermes Intl Small-Mid Co A
41.32
+1.85%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.65
+1.85%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.74
+1.84%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
42.69
+1.84%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.76
+1.83%
 
ISCCX Federated Hermes Intl Small-Mid Co C
27.88
+1.83%
 
FSPCX Fidelity Select Insurance Port
92.89
+1.82%
 
GURAX NAA Risk Managed Real Estate A
30.30
+1.81%
 
PHSZX PGIM Jennison Health Sciences Z
39.99
+1.81%
 
PJHRX PGIM Jennison Health Sciences R
28.73
+1.81%
 
AIFRX abrdn Global Infrastructure Instl
23.73
+1.80%
 
PHLAX PGIM Jennison Health Sciences A
31.18
+1.80%
 
BRIFX Baron Real Estate Income Retail
15.35
+1.79%
 
PHLQX PGIM Jennison Health Sciences R6
40.40
+1.79%
 
VEGBX Vanguard Emerging Markets Bond Admiral
22.91
+1.78%
 
BRIUX Baron Real Estate Income R6
15.52
+1.77%
 
BRIIX Baron Real Estate Income Institutional
15.54
+1.77%
 
FKRCX Franklin Gold and Precious Metals A
26.60
+1.76%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
107.92
+1.75%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.32
+1.75%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
107.42
+1.75%
 
FGPMX Franklin Gold and Precious Metals R6
29.70
+1.75%
 
FGADX Franklin Gold and Precious Metals Adv
29.21
+1.74%
 
FRGOX Franklin Gold and Precious Metals C
22.89
+1.73%
 
PGRQX PGIM Global Real Estate R6
18.87
+1.73%
 
NGJIX Nuveen Global Real Estate Securities I
17.72
+1.72%
 
NGJFX Nuveen Global Real Estate Securities R6
17.73
+1.72%
 
BGEDX Baillie Gifford Emerging Markets Equities Fund
19.88
+1.72%
 
BGELX Baillie Gifford Emerging Markets Equities Fund
19.26
+1.72%
 
BGEPX Baillie Gifford Emerging Markets Equities Fund
19.25
+1.72%
 
BGEHX Baillie Gifford Emerging Markets Equities Fund
19.06
+1.72%
 
BGEGX Baillie Gifford Emerging Markets Equities Fund
18.95
+1.72%
 
BGKEX Baillie Gifford Emerging Markets Equities Fund
18.96
+1.72%
 
COBYX The Cook & Bynum
16.71
+1.70%
 
JFNIX Janus Henderson Global Life Sciences Fund
65.66
+1.70%
 
JFNSX Janus Henderson Global Life Sciences Fund
62.11
+1.70%
 
JFNAX Janus Henderson Global Life Sciences Fund
63.91
+1.70%
 
JAGLX Janus Henderson Global Life Sciences T
65.11
+1.70%
 
IFPUX Independent Franchise Partners US Equity
19.14
+1.70%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
65.41
+1.69%
 
PRUQX PGIM Jennison Utility R6
15.01
+1.69%
 
JNGLX Janus Henderson Global Life Sciences D
65.53
+1.69%
 
JFNCX Janus Henderson Global Life Sciences Fund
54.98
+1.68%
 
DVSMX Driehaus Small Cap Growth Investor
18.36
+1.66%
 
DNSMX Driehaus Small Cap Growth Institutional
18.74
+1.63%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
31.35
+1.62%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
33.35
+1.61%
 
APDIX Artisan International Fund
29.02
+1.61%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
32.23
+1.61%
 
BGRIX Baron Growth Fund
87.33
+1.61%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
32.31
+1.60%
 
UIEMX Victory Emerging Markets Fund
19.99
+1.58%
 
RYLDX Rydex Dow 2x Strategy A
148.38
+1.57%
 
RYCVX Rydex Dow 2x Strategy H
147.74
+1.57%
 
RYCYX Rydex Dow 2x Strategy C
122.24
+1.57%
 
PRIDX T. Rowe Price International Discovery
62.74
+1.57%
 
TRZKX T. Rowe Price International Discovery Z
63.52
+1.57%
 
PRHSX T. Rowe Price Health Sciences
76.63
+1.56%
 
TDADX Templeton Developing Markets Adv
18.86
+1.56%
 
HGASX Hennessy Gas Utility Institutional
28.09
+1.55%
 
FGFLX Federated Hermes Intl Leaders IS
37.96
+1.55%