FIRWX
2020 Fidelity Simplicity RMD
$62.62
-0.06 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 47.866M |
| 52 Week High | 62.68 |
| 52 Week Low | 52.695 |
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Key Data
| Symbol | FIRWX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 62.62 |
| Price Yesterday | 62.68 |
| Market Cap | 47.87 |
| YTD Return | 6.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0056 |
Overview
| 52 Week High | 62.68 |
|---|---|
| 52 Week Low | 52.70 |
| Market Cap | 47.87M |
| Shares Outstanding | 0.76M |
| Income Dividend Yield | 2.27% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 2.30% |
Returns Annualized
| One Day | -21.46% |
|---|---|
| Five Days | 104.88% |
| One Months | 24.38% |
| Three Months | 11.60% |
| Six Months | 15.33% |
| Nine Months | 22.30% |
| One Year | 12.99% |
| Three Years | 0.79% |
| Five Years | 5.29% |
| Ten Years | 5.30% |
| YTD | 12.30% |
| Since Inception | 5.60% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.43% |
| One Month | 1.75% |
| Three Months | 2.73% |
| Six Months | 7.26% |
| Nine Months | 16.09% |
| One Year | 12.98% |
| Three Years | 2.37% |
| Five Years | 29.29% |
| Ten Years | 67.35% |
| YTD | 6.16% |
| Since Inception | 145.06% |
Yearly Returns
| 2024 | 6.16% |
|---|---|
| 2023 | 13.15% |
| 2022 | -15.96% |
| 2021 | 7.74% |
| 2020 | 12.63% |
| 2019 | 16.68% |
| 2018 | -4.72% |
| 2017 | 13.94% |
| 2016 | 7.08% |
| 2015 | 0.07% |
Risk against SP-DA
| Alpha | -6.87% |
|---|---|
| Beta | 0.62 |
| Correlation | 91.54% |
| Downside Deviation | 2.29% |
| Coefficient of determination | 83.79% |
| Standard Deviation | 2.18% |
| Sharpe Ratio | -2.08 |
| Sortino | -6.87 |
| Treynor | 12.26 |
| Ulcer Index | 2.72 |
| Ulcer Performance Index | -5.77 |