Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRTX (Fidelity Income Fund – Managed Retirement 2035 Fund) | -40.47% | -35.22% | -7.93% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRTX (Fidelity Income Fund – Managed Retirement 2035 Fund) | 12/20/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | -35.22 | -7.93 | NA | NA | NA | NA | … | … | -40.47 | 15.09 | 7.72 | 13.44 | -0.42 |
| Sharpe Ratio | NA | -0.64 | -0.32 | NA | NA | NA | NA | … | … | -0.82 | 1.37 | 0.55 | 1.23 | -1.62 |
| Standard Deviation(%) | NA | 58.26 | 34.38 | NA | NA | NA | NA | … | … | 88.97 | 8.92 | 7.47 | 8.04 | 10.69 |
| Draw Down(%) | NA | 44.80 | 44.80 | NA | NA | NA | NA | … | … | 44.80 | 8.38 | 3.78 | 8.16 | 1.61 |
| Yield(%) | 0.00 | 3.49 | 3.37 | 2.24 | 1.12 | 0.75 | 0.56 | … | … | 0.45 | 3.62 | 3.21 | 2.85 | 0.09 |
Data as of 06/11/2026, Common starting date is 12/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRTX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
9.96%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRTX (Fidelity Income Fund – Managed Retirement 2035 Fund) |
12.75%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart