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 |