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FATKX: FIDELITY FREEDOM 2020 FUND CLASS K6 (MUTUAL FUND)
Basic Info 14.17 0.11(0.78%) May 02
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.58% |
Expenses | 0.58% |
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Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 1.6 | 8.8 | 0.2 | 5.3 | 5.4 | 13.2 | -15.9 | 9.1 | 13.9 | 18.1 | -5.0 | 6.8 |
Sharpe Ratio | NA | 0.06 | 0.69 | -0.24 | 0.35 | 0.41 | 1.17 | -1.36 | 1.3 | 0.89 | 2.93 | -0.79 | 3.09 |
Draw Down(%) | NA | 3.5 | 7.6 | 22.4 | 22.4 | 22.4 | 7.6 | 21.3 | 3.6 | 19.7 | 2.8 | 11.3 | 1.2 |
Standard Deviation(%) | NA | 6.8 | 7.4 | 9.4 | 10.5 | 9.6 | 7.7 | 12.8 | 7.0 | 15.4 | 5.7 | 8.0 | 3.7 |
Treynor Ratio | NA | 0.01 | 0.11 | -0.05 | 0.08 | 0.09 | 0.2 | -0.36 | 0.19 | 0.33 | 0.39 | -0.14 | 0.24 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.04 | -0.01 | 0.02 | 0.02 | -0.02 | 0.01 |
Beta | NA | 0.46 | 0.49 | 0.47 | 0.44 | 0.44 | 0.45 | 0.48 | 0.47 | 0.42 | 0.43 | 0.45 | 0.48 |
RSquared | NA | 0.61 | 0.6 | 0.75 | 0.82 | 0.83 | 0.58 | 0.82 | 0.8 | 0.89 | 0.87 | 0.91 | 0.7 |
Yield(%) | N/A | 0.0 | 3.1 | 6.9 | 7.6 | N/A | 3.2 | 7.7 | 12.0 | 7.4 | 7.5 | 6.7 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | -68.0 | 8.7 | N/A | N/A | -68.0 | -37.3 | 68.6 | 10.0 | -1.8 | 111.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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