FIRUX
2015 Fidelity Simplicity RMD
$57.56
-0.20 (-0.35%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 19.544M |
| 52 Week High | 59.147 |
| 52 Week Low | 51.876 |
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Key Data
| Symbol | FIRUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 57.56 |
| Price Yesterday | 57.76 |
| Market Cap | 19.54 |
| YTD Return | 0.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 59.15 |
|---|---|
| 52 Week Low | 51.88 |
| Market Cap | 19.54M |
| Shares Outstanding | 0.34M |
| Income Dividend Yield | 2.60% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 2.62% |
Returns Annualized
| One Day | -58.31% |
|---|---|
| Five Days | 18.15% |
| One Months | -23.00% |
| Three Months | 3.37% |
| Six Months | 23.30% |
| Nine Months | 4.90% |
| One Year | 6.56% |
| Three Years | -0.51% |
| Five Years | 3.83% |
| Ten Years | 4.63% |
| YTD | 0.97% |
| Since Inception | 4.65% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | 0.33% |
| One Month | -2.25% |
| Three Months | 0.83% |
| Six Months | 10.94% |
| Nine Months | 3.67% |
| One Year | 6.55% |
| Three Years | -1.52% |
| Five Years | 20.64% |
| Ten Years | 57.10% |
| YTD | 0.31% |
| Since Inception | 112.12% |
Yearly Returns
| 2024 | 0.31% |
|---|---|
| 2023 | 11.62% |
| 2022 | -14.53% |
| 2021 | 6.04% |
| 2020 | 11.33% |
| 2019 | 14.71% |
| 2018 | -3.81% |
| 2017 | 12.52% |
| 2016 | 7.05% |
| 2015 | -0.02% |
Risk against SP-DA
| Alpha | -9.35% |
|---|---|
| Beta | 0.51 |
| Correlation | 89.61% |
| Downside Deviation | 1.86% |
| Coefficient of determination | 80.30% |
| Standard Deviation | 1.94% |
| Sharpe Ratio | -2.89 |
| Sortino | -10.43 |
| Treynor | 2.3 |
| Ulcer Index | 2.39 |
| Ulcer Performance Index | -8.13 |