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Fidelity Income Allocation Series T5 (0P0000VE71.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.11+0.02 (+0.19%)
At close: 04:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.16%
5-Year Average Return2.70%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (Mar 29, 2023)9.37%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return9.37%
Worst 3-Yr Total Return1.01%

Trailing Returns (%) Vs. Benchmarks

Return0P0000VE71.TOCategory
YTD2.16%0.00%
1-Month0.98%0.00%
3-Month2.16%0.00%
1-Year-1.55%0.00%
3-Year3.40%0.00%
5-Year2.70%0.00%
10-Year3.53%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000VE71.TOCategory
2022
-7.30%N/A
2021
4.47%N/A
2020
6.42%N/A
2019
7.64%N/A
2018
0.26%N/A
2017
1.13%N/A
2016
3.70%N/A
2015
4.10%N/A
2014
9.37%N/A
2013
8.10%N/A
2012
5.43%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.76%-5.97%0.25%2.19%
2021-1.10%2.95%-0.25%2.86%
2020-4.15%6.76%0.77%3.21%
20194.46%1.55%1.63%-0.15%
2018-0.55%1.45%-1.22%0.60%
20170.88%-0.17%-1.45%1.90%
20160.53%2.55%2.10%-1.49%
20155.45%-2.09%-0.37%1.20%
20143.89%1.17%1.24%2.78%
20133.72%-0.26%0.91%3.56%
20121.72%0.92%1.37%1.32%

Rank In Category (By Total Return)

YTD95
1-Month13
3-Month37
1-Year20
3-Year43
5-Year28

Load Adjusted Returns

1-Year-3.30%
3-Year0.72%
5-Year2.57%
10-Year3.51%
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