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Fidelity Managed Retirement Inc (FIRMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.88+0.17 (+0.31%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.21%
5-Year Average Return2.56%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 30, 2024)23.11%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return23.11%
Worst 3-Yr Total Return-0.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIRMXCategory
YTD-0.72%3.58%
1-Month-1.96%0.73%
3-Month-0.58%3.29%
1-Year2.97%12.52%
3-Year-1.13%7.60%
5-Year2.17%6.39%
10-Year2.89%5.12%
Last Bull Market9.36%8.81%
Last Bear Market-6.13%-5.68%

Annual Total Return (%) History

Year
FIRMXCategory
2024
N/AN/A
2023
8.07%N/A
2022
-11.67%N/A
2021
2.76%N/A
2020
8.56%9.03%
2019
10.57%12.85%
2018
-1.80%-3.16%
2017
7.08%8.81%
2016
5.23%5.10%
2015
-0.27%-1.50%
2014
5.00%4.36%
2013
11.18%7.36%
2012
9.86%9.01%
2011
0.38%1.60%
2010
11.26%8.94%
2009
23.11%18.36%
2008
-23.02%-18.06%
2007
N/A4.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.26%N/AN/AN/A
20233.63%0.39%-2.43%6.46%
2022-4.28%-6.13%-4.70%3.16%
2021-0.61%2.70%-0.16%0.84%
2020-3.92%5.71%2.50%4.28%
20194.36%2.52%1.10%2.22%
2018-0.54%0.21%0.59%-2.05%
20172.07%1.23%1.98%1.62%
20161.13%1.93%2.12%-0.03%
20151.65%-0.20%-2.89%1.22%
20141.66%2.50%-0.62%1.40%
20134.03%-0.14%3.30%3.59%
20126.15%-0.93%3.92%0.52%
20113.10%0.39%-7.45%4.79%
20103.32%-4.44%7.07%5.25%
2009-4.15%12.11%10.96%3.25%
2008-4.80%-0.31%-7.00%-12.77%
2007-0.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month7
3-Month82
1-Year97
3-Year92
5-Year94

Load Adjusted Returns

1-Year2.97%
3-Year-1.13%
5-Year2.17%
10-Year2.89%