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FIRFX

2025 Fidelity Adv Managed Retirement-I

$54.92 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2020s
Market Cap 49.554M
52 Week High 54.92
52 Week Low 48.008
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Key Data
Symbol FIRFX
Type Mutual Fund
Category Target Date-2020s
Price 54.92
Price Yesterday 54.92
Market Cap 49.55
YTD Return 3.00%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0047
Overview
52 Week High 54.92
52 Week Low 48.01
Market Cap 49.55M
Shares Outstanding 0.90M
Income Dividend Yield 2.38%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.06%
52 Week Yield (All) 2.44%
Returns Annualized
One Day 0.00%
Five Days 19.11%
One Months 27.81%
Three Months 13.00%
Six Months 25.05%
Nine Months 10.60%
One Year 9.79%
Three Years 1.11%
Five Years 5.33%
Ten Years 5.39%
YTD 13.00%
Since Inception 5.59%
Returns Total
One Day 0.00%
Five Days 0.35%
One Month 1.96%
Three Months 3.00%
Six Months 11.61%
Nine Months 7.76%
One Year 9.65%
Three Years 3.36%
Five Years 29.54%
Ten Years 68.81%
YTD 3.00%
Since Inception 141.31%
Yearly Returns
2024 3.00%
2023 11.83%
2022 -15.67%
2021 8.01%
2020 13.08%
2019 17.54%
2018 -5.08%
2017 14.24%
2016 7.13%
2015 0.10%
Risk against SP-DA
Alpha -9.34%
Beta 0.53
Correlation 91.00%
Downside Deviation 1.95%
Coefficient of determination 82.81%
Standard Deviation 1.97%
Sharpe Ratio -3.38
Sortino -11.79
Treynor 11.64
Ulcer Index 2.48
Ulcer Performance Index -9.29

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