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Fidelity Managed Retirement 2010 K (FRQKX)

52.75
+0.20
+(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 neutral asset allocation strategy.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.67%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
FRQKXCategory AverageFRQKXCategory AverageFRQKXCategory Average
Alpha -2.09 0.01 -2.08 0 -0.58 0
BETA 0.62 0.01 0.59 0.01 0.6 0.01
Mean Annual Return 0.21 0.01 0.37 0.01 0.34 0.01
R-squared 94.9 0.95 93.48 0.94 90.76 0.93
Standard Deviation 8.1 0.08 7.1 0.06 6.3 0.06
Sharpe Ratio -0.26 0.01 0.24 0.01 0.33 0.01
Treynor Ratio -3.92 0.12 2.51 0.1 3.26 0.08

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