FIRMX
Fidelity Managed Retirement Income
$55.11
-0.01 (-0.02%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date |
---|---|
Market Cap | 14.937M |
52 Week High | 55.12 |
52 Week Low | 50.277 |
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Key Data
Symbol | FIRMX |
---|---|
Type | Mutual Fund |
Category | Target Date |
Price | 55.11 |
Price Yesterday | 55.12 |
Market Cap | 14.94 |
YTD Return | 1.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 55.12 |
---|---|
52 Week Low | 50.28 |
Market Cap | 14.94M |
Shares Outstanding | 0.27M |
Income Dividend Yield | 2.85% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.02% |
52 Week Yield (All) | 2.87% |
Returns Annualized
One Day | -4.47% |
---|---|
Five Days | 16.87% |
One Months | 17.99% |
Three Months | 5.33% |
Six Months | 16.52% |
Nine Months | 7.06% |
One Year | 5.67% |
Three Years | -0.02% |
Five Years | 2.71% |
Ten Years | 3.12% |
YTD | 5.33% |
Since Inception | 3.60% |
Returns Total
One Day | -0.02% |
---|---|
Five Days | 0.31% |
One Month | 1.32% |
Three Months | 1.26% |
Six Months | 7.81% |
Nine Months | 5.19% |
One Year | 5.60% |
Three Years | -0.05% |
Five Years | 14.25% |
Ten Years | 35.91% |
YTD | 1.26% |
Since Inception | 79.04% |
Yearly Returns
2024 | 1.26% |
---|---|
2023 | 8.07% |
2022 | -11.67% |
2021 | 2.76% |
2020 | 8.56% |
2019 | 10.57% |
2018 | -1.80% |
2017 | 7.08% |
2016 | 5.23% |
2015 | -0.27% |
Risk against SP-DA
Alpha | -9.47% |
---|---|
Beta | 0.37 |
Correlation | 83.81% |
Downside Deviation | 1.32% |
Coefficient of determination | 70.25% |
Standard Deviation | 1.49% |
Sharpe Ratio | -5.38 |
Sortino | -21.13 |
Treynor | 3.73 |
Ulcer Index | 1.73 |
Ulcer Performance Index | -16.05 |