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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2030 (FMRAX)

11.09
+0.02
+(0.18%)
At close: April 17 at 8:04:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.93%
5y Average Return 6.18%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 17, 2025) 13.82%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 13.82%
Worst 3Y Total Return 0.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMRAX
Category
YTD
1.48%
7.97%
1-Month
-1.49%
0.98%
3-Month
1.48%
5.18%
1-Year
5.11%
25.53%
3-Year
2.86%
11.28%
5-Year
7.72%
10.98%
10-Year
0.00%
8.54%
Last Bull Market
9.37%
17.21%
Last Bear Market
-10.60%
-15.52%

Annual Total Return (%) History

Year
FMRAX
Category
2025
--
--
2024
7.20%
--
2023
12.51%
--
2022
-16.28%
--
2021
8.89%
--
2020
13.82%
12.99%
2019
--
20.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.48% -- -- --
2024 3.50% 0.95% 5.61% -2.85%
2023 5.22% 2.15% -3.72% 8.72%
2022 -5.84% -10.60% -5.94% 5.74%
2021 1.80% 4.83% -0.64% 2.70%
2020 -12.43% 12.44% 5.13% 9.95%
2019 5.89% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 6
3-Month 9
1-Year 71
3-Year 93
5-Year 94

Load Adjusted Returns

1-Year 5.11%
3-Year 2.86%
5-Year 7.72%
10-Year --

Performance & Risk

YTD Return -0.93%
5y Average Return 6.18%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Fidelity Investments
Net Assets 50.23M
YTD Return 1.48%
Yield 2.47%
Morningstar Rating
Inception Date Aug 16, 2019

Fund Summary

The fund invests primarily 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.

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