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Fidelity Managed Retirement 2015 (FIRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.49+0.06 (+0.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.46%
5-Year Average Return3.78%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 6, 2024)26.41%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return26.41%
Worst 3-Yr Total Return-0.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIRSXCategory
YTD-0.35%5.24%
1-Month-2.25%0.74%
3-Month-0.19%3.92%
1-Year4.16%17.09%
3-Year-0.94%9.13%
5-Year3.26%8.26%
10-Year4.25%6.90%
Last Bull Market11.20%13.45%
Last Bear Market-7.89%-10.49%

Annual Total Return (%) History

Year
FIRSXCategory
2024
N/AN/A
2023
9.63%N/A
2022
-13.53%N/A
2021
5.32%N/A
2020
10.87%10.75%
2019
14.46%15.45%
2018
-3.69%-3.86%
2017
12.06%11.29%
2016
7.03%6.12%
2015
-0.06%-1.34%
2014
5.79%4.48%
2013
16.57%9.65%
2012
12.28%10.65%
2011
-1.23%-0.27%
2010
12.71%11.50%
2009
26.41%23.55%
2008
-27.66%-27.76%
2007
N/A5.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.94%N/AN/AN/A
20234.24%0.97%-2.85%7.22%
2022-4.90%-7.89%-5.19%4.13%
20210.43%3.58%-0.36%1.61%
2020-7.90%8.75%3.71%6.73%
20196.26%2.81%0.80%3.94%
2018-0.49%0.40%1.29%-4.83%
20173.82%2.26%2.84%2.63%
20160.50%1.85%3.76%0.77%
20152.26%0.14%-4.89%2.61%
20141.70%3.18%-0.97%1.81%
20135.40%0.39%4.67%5.25%
20128.01%-1.74%4.86%0.88%
20113.64%0.22%-10.08%5.75%
20103.66%-6.11%8.62%6.63%
2009-5.47%14.25%12.85%3.72%
2008-6.24%-0.40%-8.71%-15.15%
2007-0.85%N/AN/AN/A

Rank In Category (By Total Return)

YTD96
1-Month6
3-Month90
1-Year96
3-Year97
5-Year97

Load Adjusted Returns

1-Year4.16%
3-Year-0.94%
5-Year3.26%
10-Year4.25%