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Fidelity Advisor Managed Retirement 2020 Fund - Class I: (MF: FIIVX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:18 PM ET

$58.05 USD

+0.03 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.40 60
3 months 3.79 62
6 months 7.02 67
1 Year 12.82 71
3 Year 10.03 78
5 Year 4.25 85
10 Year 6.89 68

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 313.86

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.27
5 Year 3.69
10 Year 6.10
Since Inception 5.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.86 4.65 3.63 1.62
2024 2.47 0.90 5.16 -2.65
2023 4.62 1.37 -3.15 7.79
2022 -5.27 -8.94 -5.54 4.75
2021 1.01 4.05 -0.48 2.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.4012.275.8510.71-14.646.7512.0716.17-4.4513.317.07
% Total Return Rel to Index 0.10-5.95-19.16-15.523.55-21.93-6.33-15.31-0.06-8.48-4.86
% Total Return Rel to Peer -0.69-2.23-4.06-2.44-1.67-4.751.38-1.022.03-0.140.79
% Perf Quintile vs Peer* 4.004.005.004.002.005.003.004.002.004.003.00
% Dividends 0.051.611.441.301.501.310.590.910.950.840.96
% Yield 0.002.632.562.952.962.080.961.611.841.241.55
Capital Gains ($) 0.000.020.000.020.171.351.520.732.2712.290.36
Expense Ratio 0.000.470.470.470.470.470.470.550.610.100.65

* 1 = Top 20%, 5 = Bottom 20%