Fidelity Simplicity RMD Income Fund (FIRNX)
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity Funds) to seek to achieve the fund's investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan.
Fund Info
US31617K5193
31617K519
Aug 30, 2007
Large-Cap
Blend
Expense Ratio
FIRNX features an expense ratio of 0.46%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Simplicity RMD Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
FIRNX
N/A
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^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of FIRNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.09% | 0.15% | 1.37% | -1.98% | 1.99% | 0.85% | 1.79% | 1.35% | 1.41% | -1.96% | 1.26% | -1.60% | 4.52% |
| 2023 | 3.70% | -2.13% | 2.14% | 0.59% | -0.99% | 0.93% | 0.82% | -1.00% | -2.16% | -1.43% | 4.44% | 3.38% | 8.30% |
| 2022 | -1.75% | -1.13% | -1.32% | -3.43% | 0.31% | -3.11% | 2.68% | -2.30% | -6.41% | 0.35% | 4.21% | -1.25% | -12.76% |
| 2021 | -0.02% | 0.00% | -0.36% | 1.41% | 0.71% | 0.66% | 0.60% | 0.35% | -2.35% | 1.00% | -0.67% | -0.27% | 1.01% |
| 2020 | 0.47% | -0.59% | -4.54% | 2.96% | 1.65% | 1.65% | 2.28% | 1.02% | -0.69% | -0.38% | 3.24% | -0.03% | 7.02% |
| 2019 | 2.36% | 0.49% | 1.44% | 0.69% | -0.06% | 1.84% | 0.13% | 0.92% | -0.44% | 0.84% | 0.45% | 0.62% | 9.66% |
| 2018 | 1.02% | -1.52% | -0.04% | -0.12% | 0.39% | -0.05% | 0.45% | 0.46% | -0.98% | -2.08% | 0.50% | -1.08% | -3.05% |
| 2017 | 1.05% | 1.41% | 0.13% | 0.81% | 0.58% | 0.09% | 1.09% | 0.54% | -5.95% | 0.56% | 0.37% | 0.17% | 0.65% |
| 2016 | -2.19% | -0.07% | 3.31% | 0.97% | 0.64% | 0.31% | 1.96% | 0.32% | 0.24% | -0.95% | 0.43% | 0.59% | 5.60% |
| 2015 | -0.24% | 2.26% | -0.19% | 0.46% | 0.42% | -0.99% | 0.64% | -2.74% | -1.43% | 2.83% | -0.03% | -1.53% | -0.67% |
| 2014 | -0.70% | 2.44% | -0.05% | 0.14% | 1.32% | 1.25% | -1.06% | 1.80% | -1.41% | 1.14% | 0.89% | -0.47% | 5.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIRNX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Simplicity RMD Income Fund (FIRNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Simplicity RMD Income Fund provided a 3.13% dividend yield over the last twelve months, with an annual payout of $1.72 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.72 | $1.75 | $1.46 | $1.83 | $1.48 | $0.72 | $0.96 | $0.93 | $0.69 | $0.71 | $2.09 | $2.02 |
Dividend yield | 3.13% | 3.15% | 2.67% | 3.51% | 2.40% | 1.14% | 1.62% | 1.69% | 1.19% | 1.22% | 3.71% | 3.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Simplicity RMD Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.04 | $0.04 | |||||||||||
| 2024 | $0.00 | $0.06 | $0.09 | $0.09 | $0.13 | $0.09 | $0.09 | $0.19 | $0.11 | $0.10 | $0.15 | $0.66 | $1.75 |
| 2023 | $0.00 | $0.05 | $0.06 | $0.08 | $0.11 | $0.09 | $0.09 | $0.09 | $0.08 | $0.10 | $0.08 | $0.64 | $1.46 |
| 2022 | $0.00 | $0.02 | $0.02 | $0.03 | $0.05 | $0.03 | $0.05 | $0.06 | $0.06 | $0.51 | $0.07 | $0.95 | $1.83 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.56 | $0.03 | $0.67 | $1.48 |
| 2020 | $0.00 | $0.05 | $0.06 | $0.05 | $0.08 | $0.04 | $0.03 | $0.03 | $0.03 | $0.05 | $0.04 | $0.27 | $0.72 |
| 2019 | $0.00 | $0.06 | $0.05 | $0.07 | $0.07 | $0.09 | $0.07 | $0.06 | $0.08 | $0.08 | $0.06 | $0.27 | $0.96 |
| 2018 | $0.00 | $0.04 | $0.05 | $0.06 | $0.07 | $0.05 | $0.09 | $0.06 | $0.07 | $0.08 | $0.07 | $0.30 | $0.93 |
| 2017 | $0.03 | $0.03 | $0.05 | $0.06 | $0.00 | $0.04 | $0.04 | $0.05 | $0.06 | $0.04 | $0.05 | $0.23 | $0.69 |
| 2016 | $0.03 | $0.04 | $0.04 | $0.06 | $0.04 | $0.06 | $0.08 | $0.04 | $0.03 | $0.07 | $0.03 | $0.19 | $0.71 |
| 2015 | $0.06 | $0.08 | $0.09 | $0.16 | $0.08 | $0.11 | $0.18 | $0.09 | $0.82 | $0.17 | $0.07 | $0.17 | $2.09 |
| 2014 | $0.05 | $0.08 | $0.08 | $0.15 | $0.07 | $0.06 | $0.17 | $0.08 | $0.45 | $0.15 | $0.02 | $0.67 | $2.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Simplicity RMD Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Simplicity RMD Income Fund was 35.86%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.86% | Nov 1, 2007 | 339 | Mar 9, 2009 | 420 | Nov 4, 2010 | 759 |
| -18.53% | Sep 3, 2021 | 285 | Oct 20, 2022 | — | — | — |
| -11.23% | May 2, 2011 | 108 | Oct 3, 2011 | 99 | Feb 24, 2012 | 207 |
| -9.76% | Feb 20, 2020 | 21 | Mar 19, 2020 | 55 | Jun 8, 2020 | 76 |
| -8.34% | Apr 27, 2015 | 202 | Feb 11, 2016 | 104 | Jul 12, 2016 | 306 |
Volatility
Volatility Chart
The current Fidelity Simplicity RMD Income Fund volatility is 1.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.