FIRRX
2010 Fidelity Simplicity RMD
$52.56
-0.03 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 10.11M |
| 52 Week High | 52.59 |
| 52 Week Low | 46.122 |
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Key Data
| Symbol | FIRRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 52.56 |
| Price Yesterday | 52.59 |
| Market Cap | 10.11 |
| YTD Return | 4.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0048 |
Overview
| 52 Week High | 52.59 |
|---|---|
| 52 Week Low | 46.12 |
| Market Cap | 10.11M |
| Shares Outstanding | 0.19M |
| Income Dividend Yield | 2.74% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 2.76% |
Returns Annualized
| One Day | -13.41% |
|---|---|
| Five Days | 85.72% |
| One Months | 20.49% |
| Three Months | 9.45% |
| Six Months | 10.50% |
| Nine Months | 16.70% |
| One Year | 9.91% |
| Three Years | 0.14% |
| Five Years | 3.57% |
| Ten Years | 4.14% |
| YTD | 8.15% |
| Since Inception | 4.53% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.23% |
| One Month | 1.49% |
| Three Months | 2.24% |
| Six Months | 5.03% |
| Nine Months | 12.13% |
| One Year | 9.90% |
| Three Years | 0.42% |
| Five Years | 19.12% |
| Ten Years | 49.88% |
| YTD | 4.12% |
| Since Inception | 110.23% |
Yearly Returns
| 2024 | 4.12% |
|---|---|
| 2023 | 10.09% |
| 2022 | -13.09% |
| 2021 | 4.39% |
| 2020 | 9.97% |
| 2019 | 12.76% |
| 2018 | -2.89% |
| 2017 | 11.02% |
| 2016 | 6.97% |
| 2015 | -0.09% |
Risk against SP-DA
| Alpha | -6.77% |
|---|---|
| Beta | 0.48 |
| Correlation | 89.65% |
| Downside Deviation | 1.72% |
| Coefficient of determination | 80.37% |
| Standard Deviation | 1.74% |
| Sharpe Ratio | -3.12 |
| Sortino | -10.95 |
| Treynor | 9.35 |
| Ulcer Index | 2.07 |
| Ulcer Performance Index | -9.08 |