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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2010 K (FRQKX)

52.75
+0.20
+(0.38%)
As of 8:06:00 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.17%
5y Average Return 3.35%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 10, 2025) 9.67%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 9.67%
Worst 3Y Total Return -0.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRQKX
Category
YTD
2.21%
4.29%
1-Month
-0.45%
0.67%
3-Month
2.21%
3.52%
1-Year
5.38%
14.76%
3-Year
2.16%
8.56%
5-Year
4.28%
7.48%
10-Year
3.92%
6.12%
Last Bull Market
6.93%
11.57%
Last Bear Market
-6.78%
-8.70%

Annual Total Return (%) History

Year
FRQKX
Category
2025
--
--
2024
4.58%
--
2023
8.62%
--
2022
-12.31%
--
2021
3.94%
--
2020
9.67%
10.48%
2019
--
13.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.21% -- -- --
2024 1.43% 0.83% 4.71% -2.35%
2023 3.84% 0.59% -2.51% 6.66%
2022 -4.51% -6.78% -4.86% 3.54%
2021 -0.13% 3.10% -0.22% 1.17%
2020 -5.86% 7.20% 3.12% 5.38%
2019 3.10% -- -- --

Rank in Category (By Total Return)

YTD 13
1-Month 1
3-Month 13
1-Year 71
3-Year 94
5-Year 97

Load Adjusted Returns

1-Year 5.38%
3-Year 2.16%
5-Year 4.28%
10-Year 3.92%

Performance & Risk

YTD Return -0.17%
5y Average Return 3.35%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family Fidelity Investments
Net Assets 5.91M
YTD Return 2.21%
Yield 3.03%
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 neutral asset allocation strategy.

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