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Nasdaq - Delayed Quote USD

Fidelity Advisor Managed Retrmt Inc I (FRIMX)

56.19
+0.37
+(0.66%)
At close: 6:50:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.95%
5y Average Return 2.74%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2025) 11.26%
Worst 1Y Total Return (Apr 22, 2025) --
Best 3Y Total Return 11.26%
Worst 3Y Total Return -0.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRIMX
Category
YTD
2.17%
3.58%
1-Month
-0.44%
0.73%
3-Month
2.17%
3.29%
1-Year
5.24%
12.52%
3-Year
2.05%
7.60%
5-Year
3.39%
6.39%
10-Year
3.14%
5.12%
Last Bull Market
6.76%
8.81%
Last Bear Market
-6.13%
-5.68%

Annual Total Return (%) History

Year
FRIMX
Category
2025
--
--
2024
4.30%
--
2023
8.06%
--
2022
-11.67%
--
2021
2.78%
--
2020
8.57%
9.03%
2019
10.57%
12.85%
2018
-1.82%
-3.16%

2017
7.08%
8.81%
2016
5.25%
5.10%
2015
-0.27%
-1.50%
2014
4.99%
4.36%
2013
11.18%
7.36%
2012
9.86%
9.01%
2011
0.36%
1.60%
2010
11.26%
8.94%
2009
23.11%
18.36%
2008
-23.02%
-18.06%
2007
--
4.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.17% -- -- --
2024 1.26% 0.79% 4.64% -2.33%
2023 3.61% 0.39% -2.42% 6.46%
2022 -4.30% -6.13% -4.70% 3.17%
2021 -0.60% 2.70% -0.16% 0.85%
2020 -3.92% 5.71% 2.52% 4.27%
2019 4.37% 2.52% 1.11% 2.21%
2018 -0.56% 0.20% 0.60% -2.06%
2017 2.07% 1.21% 1.97% 1.65%
2016 1.15% 1.91% 2.12% -0.02%

2015 1.67% -0.22% -2.89% 1.23%
2014 1.66% 2.49% -0.62% 1.40%
2013 4.01% -0.14% 3.30% 3.61%
2012 6.17% -0.95% 3.92% 0.52%
2011 3.10% 0.39% -7.45% 4.77%
2010 3.32% -4.44% 7.04% 5.27%
2009 -4.15% 12.11% 10.96% 3.25%
2008 -4.82% -0.31% -6.98% -12.77%
2007 -0.58% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 17
3-Month 17
1-Year 66
3-Year 93
5-Year 92

Load Adjusted Returns

1-Year 5.24%
3-Year 2.05%
5-Year 3.39%
10-Year 3.14%

Performance & Risk

YTD Return 0.95%
5y Average Return 2.74%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.59
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Fidelity Investments
Net Assets 17.05M
YTD Return 2.17%
Yield 2.96%
Morningstar Rating
Inception Date Aug 01, 2019

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 stable neutral asset allocation strategy.

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