Fidelity Managed Retirement 2030 Fund Class K6 (FMRFX) Sharpe Ratio

Sharpe ratio is not yet available for FMRFX. 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 Fund Class K6's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how FMRFX'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 17, 2026.

Symbol	Name	1Y Sharpe Ratio
PADLX	Putnam Retirement Advantage Maturity Fund	2.54
SSFNX	State Street Target Retirement Fund	2.37
PDAHX	Prudential Day One Income Fund	2.33
TDIFX	Dimensional Retirement Income Fund	2.29
SSBRX	State Street Target Retirement 2025 Fund	2.28
URINX	USAA Target Retirement Income Fund	2.22
PDEJX	Prudential Day One 2025 Fund	2.16
PDDDX	Prudential Day One 2020 Fund	2.14
URTRX	USAA Target Retirement 2030 Fund	2.13
DTDRX	Dimensional 2065 Target Date Retirement Income Fund	2.13
FMRFX	Fidelity Managed Retirement 2030 Fund Class K6	—

Benchmark

S&P 500 Index

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Historical Sharpe Ratio

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

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