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Sharpe ratio is not yet available for FKRFX. 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 2025 Fund Class K's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how FKRFX'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 Aug 1, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
SSFNXState Street Target Retirement Fund2.09
PDAHXPrudential Day One Income Fund2.07
URINXUSAA Target Retirement Income Fund2.05
PADLXPutnam Retirement Advantage Maturity Fund2.05
SSBRXState Street Target Retirement 2025 Fund1.97
URTRXUSAA Target Retirement 2030 Fund1.96
URFRXUSAA Target Retirement 2040 Fund1.94
PDEJXPrudential Day One 2025 Fund1.92
URFFXUSAA Target Retirement 2050 Fund1.91
TDIFXDimensional Retirement Income Fund1.91
FKRFXFidelity Managed Retirement 2025 Fund Class K
Benchmark

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Time Period

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Historical Sharpe Ratio

The chart shows FKRFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FKRFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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