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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement Inc K (FRKMX)

55.11
+0.21
+(0.38%)
As of 8:06:00 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.18%
5y Average Return 2.66%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 10, 2025) 8.67%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 8.67%
Worst 3Y Total Return -0.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRKMX
Category
YTD
2.21%
3.58%
1-Month
-0.43%
0.73%
3-Month
2.21%
3.29%
1-Year
5.36%
12.52%
3-Year
2.16%
7.60%
5-Year
3.49%
6.39%
10-Year
3.19%
5.12%
Last Bull Market
6.81%
8.81%
Last Bear Market
-6.10%
-5.68%

Annual Total Return (%) History

Year
FRKMX
Category
2025
--
--
2024
4.40%
--
2023
8.17%
--
2022
-11.58%
--
2021
2.87%
--
2020
8.67%
9.03%
2019
--
12.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.21% -- -- --
2024 1.28% 0.82% 4.67% -2.32%
2023 3.63% 0.43% -2.41% 6.50%
2022 -4.27% -6.10% -4.68% 3.20%
2021 -0.60% 2.74% -0.14% 0.87%
2020 -3.91% 5.73% 2.54% 4.31%
2019 2.22% -- -- --

Rank in Category (By Total Return)

YTD 15
1-Month 13
3-Month 15
1-Year 57
3-Year 88
5-Year 89

Load Adjusted Returns

1-Year 5.36%
3-Year 2.16%
5-Year 3.49%
10-Year 3.19%

Performance & Risk

YTD Return -0.18%
5y Average Return 2.66%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.59
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Fidelity Investments
Net Assets 14.22M
YTD Return 2.21%
Yield 3.07%
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 stable neutral asset allocation strategy.

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