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FDTKX: FIDELITY FREEDOM 2025 FUND CLASS K6 (MUTUAL FUND)
Basic Info 13.3 0.12(0.91%) May 02
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.45% |
Expenses | 0.62% |
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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 | 2.1 | 10.2 | 0.6 | 6.0 | 6.0 | 14.4 | -16.5 | 10.3 | 14.9 | 19.7 | -5.8 | 7.4 |
Sharpe Ratio | NA | 0.26 | 0.82 | -0.18 | 0.37 | 0.42 | 1.23 | -1.27 | 1.31 | 0.84 | 2.84 | -0.79 | 3.09 |
Draw Down(%) | NA | 3.9 | 8.4 | 23.5 | 23.5 | 23.5 | 8.4 | 22.4 | 4.0 | 21.7 | 3.2 | 12.6 | 1.4 |
Standard Deviation(%) | NA | 7.5 | 8.1 | 10.4 | 11.7 | 10.7 | 8.4 | 14.2 | 7.8 | 17.4 | 6.4 | 9.0 | 4.1 |
Treynor Ratio | NA | 0.04 | 0.12 | -0.04 | 0.09 | 0.09 | 0.2 | -0.33 | 0.19 | 0.31 | 0.38 | -0.14 | 0.24 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.03 | -0.02 | 0.02 | 0.02 | -0.02 | 0.01 |
Beta | NA | 0.53 | 0.56 | 0.53 | 0.5 | 0.5 | 0.52 | 0.54 | 0.53 | 0.48 | 0.49 | 0.5 | 0.52 |
RSquared | NA | 0.68 | 0.68 | 0.79 | 0.84 | 0.85 | 0.66 | 0.85 | 0.8 | 0.91 | 0.89 | 0.92 | 0.7 |
Yield(%) | N/A | 0.0 | 2.6 | 6.3 | 7.0 | N/A | 2.7 | 7.6 | 10.6 | 6.4 | 7.2 | 6.1 | 3.0 |
Dividend Growth(%) | N/A | -100.0 | -72.4 | 14.4 | N/A | N/A | -72.4 | -28.4 | 76.1 | 1.1 | 3.4 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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