FIRVX
2020 Fidelity Managed Retirement
$51.29
-0.18 (-0.35%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 8.586M |
| 52 Week High | 52.629 |
| 52 Week Low | 46.625 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | FIRVX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 51.29 |
| Price Yesterday | 51.47 |
| Market Cap | 8.59 |
| YTD Return | -0.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 52.63 |
|---|---|
| 52 Week Low | 46.63 |
| Market Cap | 8.59M |
| Shares Outstanding | 0.17M |
| Income Dividend Yield | 2.62% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.05% |
| 52 Week Yield (All) | 2.67% |
Returns Annualized
| One Day | -58.68% |
|---|---|
| Five Days | 15.92% |
| One Months | -21.75% |
| Three Months | 1.97% |
| Six Months | 21.22% |
| Nine Months | 4.13% |
| One Year | 5.50% |
| Three Years | -0.88% |
| Five Years | 3.94% |
| Ten Years | 4.77% |
| YTD | -0.43% |
| Since Inception | 5.02% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | 0.29% |
| One Month | -2.12% |
| Three Months | 0.49% |
| Six Months | 10.01% |
| Nine Months | 3.09% |
| One Year | 5.49% |
| Three Years | -2.60% |
| Five Years | 21.26% |
| Ten Years | 59.25% |
| YTD | -0.14% |
| Since Inception | 121.64% |
Yearly Returns
| 2024 | -0.14% |
|---|---|
| 2023 | 10.72% |
| 2022 | -14.63% |
| 2021 | 6.77% |
| 2020 | 12.05% |
| 2019 | 16.19% |
| 2018 | -4.45% |
| 2017 | 13.29% |
| 2016 | 7.07% |
| 2015 | 0.03% |
Risk against SP-DA
| Alpha | -9.71% |
|---|---|
| Beta | 0.48 |
| Correlation | 87.93% |
| Downside Deviation | 1.73% |
| Coefficient of determination | 77.32% |
| Standard Deviation | 1.85% |
| Sharpe Ratio | -3.2 |
| Sortino | -11.83 |
| Treynor | 0.25 |
| Ulcer Index | 2.31 |
| Ulcer Performance Index | -8.87 |