FIRVX
2020 Fidelity Managed Retirement
$53.42
-0.04 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 8.891M |
| 52 Week High | 53.46 |
| 52 Week Low | 46.443 |
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Key Data
| Symbol | FIRVX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 53.42 |
| Price Yesterday | 53.46 |
| Market Cap | 8.89 |
| YTD Return | 4.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 53.46 |
|---|---|
| 52 Week Low | 46.44 |
| Market Cap | 8.89M |
| Shares Outstanding | 0.17M |
| Income Dividend Yield | 2.55% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.05% |
| 52 Week Yield (All) | 2.60% |
Returns Annualized
| One Day | -17.21% |
|---|---|
| Five Days | 90.85% |
| One Months | 21.84% |
| Three Months | 9.90% |
| Six Months | 11.29% |
| Nine Months | 17.89% |
| One Year | 10.41% |
| Three Years | 0.00% |
| Five Years | 4.48% |
| Ten Years | 4.84% |
| YTD | 8.75% |
| Since Inception | 5.24% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 1.29% |
| One Month | 1.58% |
| Three Months | 2.35% |
| Six Months | 5.40% |
| Nine Months | 12.98% |
| One Year | 10.40% |
| Three Years | 0.01% |
| Five Years | 24.41% |
| Ten Years | 60.18% |
| YTD | 4.42% |
| Since Inception | 131.76% |
Yearly Returns
| 2024 | 4.42% |
|---|---|
| 2023 | 10.72% |
| 2022 | -14.63% |
| 2021 | 6.77% |
| 2020 | 12.05% |
| 2019 | 16.19% |
| 2018 | -4.45% |
| 2017 | 13.29% |
| 2016 | 7.07% |
| 2015 | 0.03% |
Risk against SP-DA
| Alpha | -7.11% |
|---|---|
| Beta | 0.52 |
| Correlation | 89.81% |
| Downside Deviation | 1.87% |
| Coefficient of determination | 80.66% |
| Standard Deviation | 1.86% |
| Sharpe Ratio | -2.84 |
| Sortino | -9.79 |
| Treynor | 9.67 |
| Ulcer Index | 2.31 |
| Ulcer Performance Index | -7.92 |