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FFFFX: FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND (MUTUAL FUND)
Basic Info 11.22 0.01(0.09%) May 08
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (95%) |
Start Date: | 12/20/2000 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.88% |
Expenses | 0.64% |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/21/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 7.0 | 18.9 | 3.4 | 10.0 | 8.7 | 10.2 | 7.6 | 6.2 | 20.1 | -18.3 | 16.6 | 18.2 | 25.4 | -9.0 | 22.3 | 8.6 | -0.2 | 5.7 | 21.0 | 14.5 | -4.6 | 14.6 | 31.6 | -38.8 | 9.3 | 13.5 | 9.1 | 11.3 | 31.2 | -19.7 | -13.5 | 4.3 |
Sharpe Ratio | NA | 1.45 | 1.43 | 0.06 | 0.43 | 0.5 | NA | NA | 0.3 | 1.43 | -0.96 | 1.35 | 0.65 | 2.31 | -0.76 | 3.46 | 0.63 | -0.02 | 0.56 | 2.4 | 1.36 | -0.24 | 0.89 | 1.3 | -1.15 | 0.45 | 1.01 | 0.77 | 0.97 | 2.21 | -1.0 | -0.87 | 23.06 |
Draw Down(%) | NA | 4.8 | 10.4 | 27.2 | 30.9 | 30.9 | NA | NA | 54.1 | 10.4 | 26.0 | 5.8 | 30.9 | 5.7 | 18.6 | 1.8 | 11.9 | 12.5 | 7.7 | 6.3 | 9.8 | 20.5 | 13.7 | 23.8 | 48.9 | 9.5 | 10.0 | 6.4 | 9.0 | 11.4 | 30.2 | 28.6 | 1.0 |
Standard Deviation(%) | NA | 10.3 | 10.5 | 15.0 | 17.7 | 15.0 | NA | NA | 16.5 | 11.2 | 20.6 | 12.2 | 27.7 | 10.4 | 13.6 | 6.3 | 13.4 | 13.4 | 10.1 | 8.7 | 10.8 | 19.6 | 16.3 | 24.3 | 34.5 | 14.0 | 10.1 | 8.9 | 10.7 | 13.8 | 20.8 | 18.5 | 20.5 |
Treynor Ratio | NA | 0.13 | 0.15 | 0.01 | 0.09 | 0.08 | NA | NA | 0.05 | 0.16 | -0.17 | 0.15 | 0.18 | 0.64 | -0.13 | 0.2 | 0.08 | 0.0 | 0.06 | 0.25 | 0.17 | -0.05 | 0.15 | 0.33 | -0.42 | 0.07 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.03 | 1.11 | 0.9 | 0.92 | NA | NA | 0.93 | 0.97 | 1.13 | 1.12 | 0.97 | 0.38 | 0.81 | 1.07 | 1.06 | 1.02 | 1.01 | 0.85 | 0.88 | 0.89 | 0.96 | 0.97 | 0.94 | 0.96 | 1.01 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.84 | 0.94 | 0.82 | 0.85 | NA | NA | 0.75 | 0.81 | 0.98 | 0.9 | 0.91 | 0.4 | 0.8 | 0.92 | 0.98 | 0.99 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.41 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.9 | 7.0 | 8.1 | 7.1 | 9.2 | 6.9 | N/A | 2.0 | 9.0 | 12.6 | 6.3 | 7.8 | 6.7 | 5.1 | 4.3 | 5.9 | 7.5 | 5.5 | 2.1 | 3.5 | 2.5 | 3.5 | 5.1 | 6.6 | 5.9 | 2.3 | 1.8 | 2.0 | 1.1 | 2.2 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -47.1 | 31.2 | 72.5 | 75.9 | N/A | N/A | N/A | -83.6 | -25.7 | 120.9 | -5.6 | -1.4 | 53.2 | 27.0 | -32.7 | -22.5 | 54.3 | 187.5 | -42.9 | 55.6 | -10.0 | -59.2 | -22.2 | 18.9 | 178.9 | 35.7 | 16.7 | 50.0 | -57.9 | 216.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2000
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