Sortino 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 Sortino 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.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| FRKMX | Fidelity Managed Retirement Income Fund Class K | 5,218,028.60 | |||
| FRAMX | Fidelity Advisor Managed Retirement Income Fund Class A | 548,105.49 | |||
| FRHMX | Fidelity Managed Retirement Income Fund Class K6 | 488,367.03 | |||
| FIRVX | Fidelity Managed Retirement 2020 Fund | 351,355.56 | |||
| PADLX | Putnam Retirement Advantage Maturity Fund | 3.41 | |||
| FRQHX | Fidelity Managed Retirement 2010 Fund Class K6 | 3.27 | |||
| TDIFX | Dimensional Retirement Income Fund | 3.23 | |||
| FRQKX | Fidelity Managed Retirement 2010 Fund Class K | 3.23 | |||
| FIRMX | Fidelity Managed Retirement Income Fund | 3.17 | |||
| FIRQX | Fidelity Managed Retirement 2010 Fund | 3.17 | |||
| FMRAX | Fidelity Managed Retirement 2030 | — |
Historical Sortino Ratio
The chart shows FMRAX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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.
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