FIRNX
Fidelity Simplicity RMD Income
$54.08
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date |
|---|---|
| Market Cap | 30.291M |
| 52 Week High | 55.302 |
| 52 Week Low | 50.378 |
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Key Data
| Symbol | FIRNX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 54.08 |
| Price Yesterday | 54.08 |
| Market Cap | 30.29 |
| YTD Return | -0.81% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 55.30 |
|---|---|
| 52 Week Low | 50.38 |
| Market Cap | 30.29M |
| Shares Outstanding | 0.56M |
| Income Dividend Yield | 3.06% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.07% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -35.37% |
| One Months | -15.37% |
| Three Months | 0.62% |
| Six Months | 15.07% |
| Nine Months | 2.79% |
| One Year | 3.74% |
| Three Years | -0.86% |
| Five Years | 2.50% |
| Ten Years | 3.27% |
| YTD | -2.68% |
| Since Inception | 3.75% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -0.86% |
| One Month | -1.45% |
| Three Months | 0.16% |
| Six Months | 7.20% |
| Nine Months | 2.10% |
| One Year | 3.74% |
| Three Years | -2.54% |
| Five Years | 13.11% |
| Ten Years | 37.84% |
| YTD | -0.81% |
| Since Inception | 83.80% |
Yearly Returns
| 2024 | -0.81% |
|---|---|
| 2023 | 8.31% |
| 2022 | -11.32% |
| 2021 | 3.13% |
| 2020 | 8.98% |
| 2019 | 10.63% |
| 2018 | -1.79% |
| 2017 | 7.91% |
| 2016 | 5.93% |
| 2015 | -0.26% |
Risk against SP-DA
| Alpha | -7.79% |
|---|---|
| Beta | 0.38 |
| Correlation | 86.04% |
| Downside Deviation | 1.28% |
| Coefficient of determination | 74.04% |
| Standard Deviation | 1.52% |
| Sharpe Ratio | -3.37 |
| Sortino | -13.87 |
| Treynor | -4.28 |
| Ulcer Index | 1.72 |
| Ulcer Performance Index | -10.29 |