PortfoliosLab logoPortfoliosLab logo

Sharpe ratio is not yet available for FMRAX. 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 2030's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how FMRAX'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 11, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PADLXPutnam Retirement Advantage Maturity Fund2.33
FRQHXFidelity Managed Retirement 2010 Fund Class K62.26
FRQKXFidelity Managed Retirement 2010 Fund Class K2.23
TDIFXDimensional Retirement Income Fund2.22
SSFNXState Street Target Retirement Fund2.20
FIRMXFidelity Managed Retirement Income Fund2.19
FIRSXFidelity Managed Retirement 2015 Fund2.19
FKRVXFidelity Managed Retirement 2020 Fund Class K2.19
FIRQXFidelity Managed Retirement 2010 Fund2.19
PDAHXPrudential Day One Income Fund2.14
FMRAXFidelity Managed Retirement 2030

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FMRAX'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 FMRAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


Loading charts...

Sharpe Ratio Calculator

How does FMRAX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio