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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 8.67%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
FRKMXCategory AverageFRKMXCategory AverageFRKMXCategory Average
Alpha -2.13 0.01 -2.51 0 -0.87 0
BETA 0.59 0.01 0.53 0.01 0.49 0.01
Mean Annual Return 0.2 0.01 0.3 0.01 0.27 0
R-squared 93.8 0.91 90.52 0.9 87.24 0.88
Standard Deviation 7.65 0.07 6.53 0.05 5.32 0.05
Sharpe Ratio -0.28 0.01 0.14 0.01 0.25 0.01
Treynor Ratio -4.18 0.12 1.32 0.09 2.48 0.08

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