FIRQX
2010 Fidelity Managed Retirement
$51.78
0.20 (0.39%)
Currency in USD / Last Updated: 4/23/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 6.129M |
52 Week High | 52.663 |
52 Week Low | 47.855 |
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Key Data
Symbol | FIRQX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 51.78 |
Price Yesterday | 51.58 |
Market Cap | 6.13 |
YTD Return | -0.28% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 52.66 |
---|---|
52 Week Low | 47.86 |
Market Cap | 6.13M |
Shares Outstanding | 0.12M |
Income Dividend Yield | 2.84% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.03% |
52 Week Yield (All) | 2.87% |
Returns Annualized
One Day | 165.43% |
---|---|
Five Days | 36.72% |
One Months | -16.50% |
Three Months | 2.93% |
Six Months | 16.47% |
Nine Months | 3.95% |
One Year | 4.27% |
Three Years | -1.05% |
Five Years | 2.74% |
Ten Years | 3.79% |
YTD | -0.91% |
Since Inception | 4.18% |
Returns Total
One Day | 0.39% |
---|---|
Five Days | 0.62% |
One Month | -1.49% |
Three Months | 0.72% |
Six Months | 7.85% |
Nine Months | 2.96% |
One Year | 4.26% |
Three Years | -3.12% |
Five Years | 14.44% |
Ten Years | 44.92% |
YTD | -0.28% |
Since Inception | 96.81% |
Yearly Returns
2024 | -0.28% |
---|---|
2023 | 8.52% |
2022 | -12.40% |
2021 | 3.81% |
2020 | 9.58% |
2019 | 12.62% |
2018 | -2.84% |
2017 | 10.62% |
2016 | 6.86% |
2015 | -0.13% |
Risk against SP-DA
Alpha | -8.23% |
---|---|
Beta | 0.37 |
Correlation | 81.26% |
Downside Deviation | 1.37% |
Coefficient of determination | 66.03% |
Standard Deviation | 1.56% |
Sharpe Ratio | -3.76 |
Sortino | -14.89 |
Treynor | -3.01 |
Ulcer Index | 1.84 |
Ulcer Performance Index | -11.05 |