Sharpe ratio is not yet available for FIRVX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares Fidelity Managed Retirement 2020 Fund's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how FIRVX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 15, 2026.
| Symbol | Name | 1Y Sharpe Ratio | 5Y Sharpe Ratio | 10Y Sharpe Ratio | All Time Sharpe Ratio |
|---|---|---|---|---|---|
| PADLX | Putnam Retirement Advantage Maturity Fund | 2.31 | |||
| SSFNX | State Street Target Retirement Fund | 2.21 | |||
| PDAHX | Prudential Day One Income Fund | 2.12 | |||
| SSBRX | State Street Target Retirement 2025 Fund | 2.10 | |||
| TDIFX | Dimensional Retirement Income Fund | 2.09 | |||
| URINX | USAA Target Retirement Income Fund | 2.04 | |||
| PDEJX | Prudential Day One 2025 Fund | 1.99 | |||
| FIRFX | Fidelity Advisor Managed Retirement 2025 Fund Class I | 1.98 | |||
| URTRX | USAA Target Retirement 2030 Fund | 1.97 | |||
| FMRDX | Fidelity Advisor Managed Retirement 2030 Fund Class I | 1.96 | |||
| FIRVX | Fidelity Managed Retirement 2020 Fund | — |
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