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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2015 K (FKRSX)

51.52
-0.57
(-1.09%)
As of 8:05:48 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.31%
5y Average Return 4.43%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 9, 2025) 11.00%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 11.00%
Worst 3Y Total Return 0.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FKRSX
Category
YTD
2.05%
5.24%
1-Month
-0.73%
0.74%
3-Month
2.05%
3.92%
1-Year
5.36%
17.09%
3-Year
2.38%
9.13%
5-Year
5.32%
8.26%
10-Year
4.43%
6.90%
Last Bull Market
7.61%
13.45%
Last Bear Market
-7.86%
-10.49%

Annual Total Return (%) History

Year
FKRSX
Category
2025
--
--
2024
5.30%
--
2023
9.72%
--
2022
-13.43%
--
2021
5.42%
--
2020
11.00%
10.75%
2019
--
15.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.05% -- -- --
2024 1.98% 0.88% 4.96% -2.48%
2023 4.24% 1.00% -2.81% 7.22%
2022 -4.89% -7.86% -5.17% 4.16%
2021 0.46% 3.58% -0.34% 1.65%
2020 -7.85% 8.75% 3.74% 6.77%
2019 3.96% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 3
3-Month 9
1-Year 60
3-Year 91
5-Year 97

Load Adjusted Returns

1-Year 5.36%
3-Year 2.38%
5-Year 5.32%
10-Year 4.43%

Performance & Risk

YTD Return 0.31%
5y Average Return 4.43%
Rank in Category (ytd) 9
% 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 2.05%
Yield 2.95%
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.

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