FIRWX
2020 Fidelity Simplicity RMD
$59.61
-0.23 (-0.38%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2020s |
---|---|
Market Cap | 48.851M |
52 Week High | 61.448 |
52 Week Low | 52.847 |
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Key Data
Symbol | FIRWX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 59.61 |
Price Yesterday | 59.84 |
Market Cap | 48.85 |
YTD Return | 0.76% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0056 |
Overview
52 Week High | 61.45 |
---|---|
52 Week Low | 52.85 |
Market Cap | 48.85M |
Shares Outstanding | 0.82M |
Income Dividend Yield | 2.36% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.03% |
52 Week Yield (All) | 2.39% |
Returns Annualized
One Day | -62.14% |
---|---|
Five Days | 21.54% |
One Months | -25.19% |
Three Months | 5.00% |
Six Months | 27.03% |
Nine Months | 5.60% |
One Year | 8.06% |
Three Years | -0.30% |
Five Years | 4.56% |
Ten Years | 5.17% |
YTD | 2.43% |
Since Inception | 5.33% |
Returns Total
One Day | -0.38% |
---|---|
Five Days | 0.39% |
One Month | -2.50% |
Three Months | 1.23% |
Six Months | 12.59% |
Nine Months | 4.19% |
One Year | 8.05% |
Three Years | -0.90% |
Five Years | 24.91% |
Ten Years | 65.31% |
YTD | 0.76% |
Since Inception | 132.61% |
Yearly Returns
2024 | 0.76% |
---|---|
2023 | 13.15% |
2022 | -15.96% |
2021 | 7.74% |
2020 | 12.63% |
2019 | 16.68% |
2018 | -4.72% |
2017 | 13.94% |
2016 | 7.09% |
2015 | 0.07% |
Risk against SP-DA
Alpha | -9.36% |
---|---|
Beta | 0.58 |
Correlation | 91.40% |
Downside Deviation | 2.16% |
Coefficient of determination | 83.54% |
Standard Deviation | 2.17% |
Sharpe Ratio | -2.38 |
Sortino | -8.27 |
Treynor | 4.58 |
Ulcer Index | 2.72 |
Ulcer Performance Index | -6.59 |