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.
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 | 11.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FJRSX | Category Average | FJRSX | Category Average | FJRSX | Category Average | |
| Alpha | -1.71 | 0 | -1.5 | 0 | -0.42 | 0 |
| BETA | 0.71 | 0.01 | 0.68 | 0.01 | 0.7 | 0.01 |
| Mean Annual Return | 0.24 | 0.01 | 0.47 | 0.01 | 0.39 | 0.01 |
| R-squared | 96.72 | 0.96 | 96.01 | 0.96 | 94.33 | 0.95 |
| Standard Deviation | 9.05 | 0.09 | 8.1 | 0.07 | 7.22 | 0.07 |
| Sharpe Ratio | -0.19 | 0.01 | 0.35 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -3.03 | 0.11 | 3.86 | 0.1 | 3.61 | 0.08 |
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%