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.
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 | 11.00% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FKRSX | Category Average | FKRSX | Category Average | FKRSX | Category Average | |
| Alpha | -1.8 | 0 | -1.6 | 0 | -0.47 | 0 |
| BETA | 0.71 | 0.01 | 0.68 | 0.01 | 0.7 | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.46 | 0.01 | 0.38 | 0.01 |
| R-squared | 96.73 | 0.96 | 96.03 | 0.96 | 94.33 | 0.95 |
| Standard Deviation | 9.05 | 0.09 | 8.1 | 0.07 | 7.23 | 0.07 |
| Sharpe Ratio | -0.2 | 0.01 | 0.34 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -3.17 | 0.11 | 3.7 | 0.1 | 3.53 | 0.08 |
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