FIRUX
2015 Fidelity Simplicity RMD
$60.11
-0.06 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 18.882M |
| 52 Week High | 60.17 |
| 52 Week Low | 51.683 |
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Key Data
| Symbol | FIRUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 60.11 |
| Price Yesterday | 60.17 |
| Market Cap | 18.88 |
| YTD Return | 5.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 60.17 |
|---|---|
| 52 Week Low | 51.68 |
| Market Cap | 18.88M |
| Shares Outstanding | 0.31M |
| Income Dividend Yield | 2.51% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.02% |
| 52 Week Yield (All) | 2.54% |
Returns Annualized
| One Day | -22.25% |
|---|---|
| Five Days | 94.43% |
| One Months | 22.44% |
| Three Months | 10.51% |
| Six Months | 12.88% |
| Nine Months | 19.48% |
| One Year | 11.47% |
| Three Years | 0.47% |
| Five Years | 4.44% |
| Ten Years | 4.73% |
| YTD | 10.22% |
| Since Inception | 4.88% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.33% |
| One Month | 1.62% |
| Three Months | 2.49% |
| Six Months | 6.14% |
| Nine Months | 14.10% |
| One Year | 11.45% |
| Three Years | 1.42% |
| Five Years | 24.19% |
| Ten Years | 58.56% |
| YTD | 5.14% |
| Since Inception | 122.35% |
Yearly Returns
| 2024 | 5.14% |
|---|---|
| 2023 | 11.62% |
| 2022 | -14.53% |
| 2021 | 6.04% |
| 2020 | 11.33% |
| 2019 | 14.71% |
| 2018 | -3.81% |
| 2017 | 12.52% |
| 2016 | 7.06% |
| 2015 | -0.02% |
Risk against SP-DA
| Alpha | -6.79% |
|---|---|
| Beta | 0.55 |
| Correlation | 90.81% |
| Downside Deviation | 2.00% |
| Coefficient of determination | 82.47% |
| Standard Deviation | 1.95% |
| Sharpe Ratio | -2.55 |
| Sortino | -8.61 |
| Treynor | 11.03 |
| Ulcer Index | 2.39 |
| Ulcer Performance Index | -7.21 |