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FIRSX

2015 Fidelity Managed Retirement

$51.90 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-Before 2020
Market Cap 5.746M
52 Week High 51.9
52 Week Low 46.566
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Key Data
Symbol FIRSX
Type Mutual Fund
Category Target Date-Before 2020
Price 51.9
Price Yesterday 51.9
Market Cap 5.75
YTD Return 1.94%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 2500
Redeption Fee 0
Prospectus 0.0046
Overview
52 Week High 51.90
52 Week Low 46.57
Market Cap 5.75M
Shares Outstanding 0.11M
Income Dividend Yield 2.68%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.04%
52 Week Yield (All) 2.72%
Returns Annualized
One Day 0.00%
Five Days 18.00%
One Months 21.76%
Three Months 8.28%
Six Months 19.84%
Nine Months 8.43%
One Year 7.31%
Three Years 0.45%
Five Years 3.99%
Ten Years 4.50%
YTD 8.28%
Since Inception 4.62%
Returns Total
One Day 0.00%
Five Days 0.33%
One Month 1.57%
Three Months 1.94%
Six Months 9.30%
Nine Months 6.18%
One Year 7.21%
Three Years 1.34%
Five Years 21.55%
Ten Years 55.10%
YTD 1.94%
Since Inception 110.49%
Yearly Returns
2024 1.94%
2023 9.63%
2022 -13.53%
2021 5.31%
2020 10.88%
2019 14.46%
2018 -3.69%
2017 12.06%
2016 7.03%
2015 -0.06%
Risk against SP-DA
Alpha -9.38%
Beta 0.43
Correlation 87.72%
Downside Deviation 1.59%
Coefficient of determination 76.96%
Standard Deviation 1.66%
Sharpe Ratio -4.49
Sortino -16.31
Treynor 7.6
Ulcer Index 2.03
Ulcer Performance Index -12.78

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