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Fidelity Managed Retirement 2030 (FMRAX)
11.09
+0.02
+(0.18%)
At close: April 17 at 8:04:14 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FMRAX | Category Average | FMRAX | Category Average | FMRAX | Category Average | |
| Alpha | -1.08 | -0.01 | -0.58 | -0 | -- | -0.01 |
| BETA | 0.92 | 0.01 | 0.92 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.67 | 0.01 | -- | 0.01 |
| R-squared | 98.67 | 0.98 | 98.32 | 0.98 | -- | 0.97 |
| Standard Deviation | 11.6 | 0.12 | 10.7 | 0.1 | -- | 0.1 |
| Sharpe Ratio | -0.09 | 0.01 | 0.49 | 0.01 | -- | 0.01 |
| Treynor Ratio | -1.91 | 0.09 | 5.38 | 0.09 | -- | 0.07 |
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