FIRRX
2010 Fidelity Simplicity RMD
$50.63
-0.16 (-0.32%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 10.343M |
| 52 Week High | 51.862 |
| 52 Week Low | 46.341 |
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Key Data
| Symbol | FIRRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 50.63 |
| Price Yesterday | 50.79 |
| Market Cap | 10.34 |
| YTD Return | -0.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0048 |
Overview
| 52 Week High | 51.86 |
|---|---|
| 52 Week Low | 46.34 |
| Market Cap | 10.34M |
| Shares Outstanding | 0.20M |
| Income Dividend Yield | 2.78% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 2.80% |
Returns Annualized
| One Day | -54.88% |
|---|---|
| Five Days | 12.72% |
| One Months | -20.83% |
| Three Months | 1.67% |
| Six Months | 19.56% |
| Nine Months | 4.16% |
| One Year | 5.06% |
| Three Years | -0.74% |
| Five Years | 3.08% |
| Ten Years | 4.08% |
| YTD | -0.56% |
| Since Inception | 4.32% |
Returns Total
| One Day | -0.32% |
|---|---|
| Five Days | 0.24% |
| One Month | -2.02% |
| Three Months | 0.41% |
| Six Months | 9.26% |
| Nine Months | 3.12% |
| One Year | 5.05% |
| Three Years | -2.19% |
| Five Years | 16.37% |
| Ten Years | 48.97% |
| YTD | -0.18% |
| Since Inception | 101.54% |
Yearly Returns
| 2024 | -0.18% |
|---|---|
| 2023 | 10.09% |
| 2022 | -13.10% |
| 2021 | 4.39% |
| 2020 | 9.97% |
| 2019 | 12.76% |
| 2018 | -2.89% |
| 2017 | 11.03% |
| 2016 | 6.97% |
| 2015 | -0.09% |
Risk against SP-DA
| Alpha | -9.39% |
|---|---|
| Beta | 0.44 |
| Correlation | 87.10% |
| Downside Deviation | 1.58% |
| Coefficient of determination | 75.86% |
| Standard Deviation | 1.72% |
| Sharpe Ratio | -3.51 |
| Sortino | -13.22 |
| Treynor | -0.73 |
| Ulcer Index | 2.07 |
| Ulcer Performance Index | -10.1 |