FIRNX
Fidelity Simplicity RMD Income
$55.89
-0.04 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date |
|---|---|
| Market Cap | 29.239M |
| 52 Week High | 55.93 |
| 52 Week Low | 50.1 |
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Key Data
| Symbol | FIRNX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 55.89 |
| Price Yesterday | 55.93 |
| Market Cap | 29.24 |
| YTD Return | 3.07% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 55.93 |
|---|---|
| 52 Week Low | 50.10 |
| Market Cap | 29.24M |
| Shares Outstanding | 0.52M |
| Income Dividend Yield | 3.01% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 3.02% |
Returns Annualized
| One Day | -16.51% |
|---|---|
| Five Days | 75.55% |
| One Months | 18.04% |
| Three Months | 8.29% |
| Six Months | 8.07% |
| Nine Months | 13.83% |
| One Year | 8.28% |
| Three Years | -0.17% |
| Five Years | 2.87% |
| Ten Years | 3.36% |
| YTD | 6.05% |
| Since Inception | 3.94% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 1.12% |
| One Month | 1.32% |
| Three Months | 1.98% |
| Six Months | 3.89% |
| Nine Months | 10.08% |
| One Year | 8.27% |
| Three Years | -0.50% |
| Five Years | 15.18% |
| Ten Years | 39.00% |
| YTD | 3.07% |
| Since Inception | 91.01% |
Yearly Returns
| 2024 | 3.07% |
|---|---|
| 2023 | 8.31% |
| 2022 | -11.33% |
| 2021 | 3.13% |
| 2020 | 8.97% |
| 2019 | 10.63% |
| 2018 | -1.80% |
| 2017 | 7.91% |
| 2016 | 5.93% |
| 2015 | -0.26% |
Risk against SP-DA
| Alpha | -6.85% |
|---|---|
| Beta | 0.42 |
| Correlation | 87.51% |
| Downside Deviation | 1.43% |
| Coefficient of determination | 76.58% |
| Standard Deviation | 1.54% |
| Sharpe Ratio | -3.84 |
| Sortino | -14.32 |
| Treynor | 6.94 |
| Ulcer Index | 1.74 |
| Ulcer Performance Index | -11.77 |