Nasdaq - Delayed Quote USD

Fidelity Advisor Managed Retirement 2005 Fund Class A (FIOAX)

60.49 +0.08 (+0.13%)
As of September 8 at 8:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return 2.38%
5y Average Return 4.21%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 24.06%
Worst 1Y Total Return (Feb 4, 2019) -24.96%
Best 3Y Total Return 24.06%
Worst 3Y Total Return 1.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIOAX
Category
YTD
1.49%
4.29%
1-Month
1.39%
0.67%
3-Month
5.64%
3.52%
1-Year
4.75%
14.76%
3-Year
4.43%
8.56%
5-Year
4.33%
7.48%
10-Year
6.57%
6.12%
Last Bull Market
12.54%
11.57%
Last Bear Market
-10.62%
-8.70%

Annual Total Return (%) History

Year
FIOAX
Category
2020
--
10.48%
2019
10.52%
13.86%
2018
-2.22%
-3.25%
2017
8.63%
10.15%
2016
6.14%
5.86%
2015
-0.46%
-1.18%
2014
5.29%
4.10%
2013
13.68%
8.30%

2012
10.74%
9.61%
2011
-0.58%
0.91%
2010
11.65%
10.68%
2009
24.06%
22.42%
2008
-24.96%
-22.46%
2007
--
5.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -3.93% 5.64% -- --
2019 4.48% 2.48% 1.01% 2.19%
2018 -0.59% 0.19% 0.60% -2.42%
2017 2.94% 1.62% 2.07% 1.74%
2016 0.78% 1.88% 2.95% 0.41%
2015 1.91% -0.11% -4.05% 1.91%
2014 1.65% 2.80% -0.81% 1.58%
2013 4.69% 0.08% 3.92% 4.42%
2012 6.99% -1.38% 4.33% 0.60%
2011 3.32% 0.23% -8.72% 5.17%

2010 3.45% -5.23% 7.64% 5.81%
2009 -4.80% 12.89% 11.66% 3.38%
2008 -5.41% -0.42% -7.62% -13.76%
2007 -0.76% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 80
3-Month 100
1-Year 51
3-Year 95
5-Year 89

Load Adjusted Returns

1-Year -1.27%
3-Year 2.39%
5-Year 3.11%
10-Year 5.94%

Performance & Risk

YTD Return 2.38%
5y Average Return 4.21%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family Fidelity Investments
Net Assets 5.58M
YTD Return 1.49%
Yield 1.41%
Morningstar Rating
Inception Date Aug 30, 2007

Fund Summary

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

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