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FFTHX: FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND (MUTUAL FUND)
Basic Info 15.33 0.07(0.45%) May 10
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (95%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.00% |
Expenses | 0.70% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 5.5 | 15.7 | 2.3 | 8.8 | 8.0 | 9.7 | 7.3 | 7.3 | 17.7 | -17.7 | 14.4 | 17.1 | 24.5 | -8.4 | 22.0 | 8.6 | -0.2 | 5.7 | 20.7 | 14.5 | -4.6 | 14.5 | 31.3 | -37.8 | 8.5 | 12.9 | 9.0 | 10.9 | 6.7 |
Sharpe Ratio | NA | 1.37 | 1.27 | 0.0 | 0.45 | 0.5 | NA | NA | 0.41 | 1.37 | -1.06 | 1.33 | 0.67 | 2.42 | -0.75 | 3.48 | 0.63 | -0.02 | 0.57 | 2.4 | 1.37 | -0.24 | 0.9 | 1.31 | -1.15 | 0.41 | 0.98 | 0.8 | 0.98 | 8.91 |
Draw Down(%) | NA | 4.3 | 9.5 | 25.9 | 28.8 | 28.8 | NA | NA | 53.2 | 9.5 | 24.7 | 5.2 | 28.8 | 5.1 | 17.8 | 1.8 | 12.0 | 12.5 | 7.8 | 6.3 | 9.8 | 20.1 | 13.4 | 23.0 | 47.7 | 9.2 | 9.8 | 6.2 | 8.4 | 1.3 |
Standard Deviation(%) | NA | 9.0 | 9.3 | 13.1 | 15.9 | 13.8 | NA | NA | 15.5 | 9.8 | 18.0 | 10.8 | 25.1 | 9.5 | 13.0 | 6.2 | 13.4 | 13.4 | 10.1 | 8.6 | 10.6 | 19.4 | 16.0 | 23.7 | 33.4 | 13.5 | 9.9 | 8.6 | 10.1 | 8.5 |
Treynor Ratio | NA | 0.12 | 0.12 | 0.0 | 0.07 | 0.06 | NA | NA | 0.06 | 0.14 | -0.18 | 0.13 | 0.16 | 0.21 | -0.09 | 0.19 | 0.07 | 0.0 | 0.05 | 0.23 | 0.16 | -0.05 | 0.15 | 0.33 | -0.42 | 0.06 | 0.09 | 0.06 | 0.09 | 0.62 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 |
Beta | NA | 1.07 | 0.97 | 1.06 | 1.05 | 1.08 | NA | NA | 0.98 | 0.98 | 1.07 | 1.13 | 1.04 | 1.12 | 1.12 | 1.16 | 1.17 | 1.12 | 1.09 | 0.88 | 0.91 | 0.9 | 0.95 | 0.95 | 0.91 | 0.92 | 1.03 | 1.11 | 1.16 | 1.21 |
RSquared | NA | 0.97 | 0.83 | 0.94 | 0.97 | 0.97 | NA | NA | 0.97 | 0.84 | 0.98 | 0.92 | 0.99 | 0.98 | 0.99 | 0.91 | 0.98 | 0.99 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.97 | 0.96 |
Yield(%) | N/A | 0.0 | 2.0 | 6.7 | 8.1 | 6.8 | 9.0 | 6.7 | N/A | 2.1 | 8.3 | 11.9 | 6.4 | 7.8 | 6.5 | 5.0 | 4.2 | 5.7 | 7.3 | 6.4 | 2.2 | 3.5 | 2.5 | 3.3 | 4.6 | 4.8 | 4.9 | 2.1 | 1.2 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -43.7 | 21.7 | 71.9 | 87.1 | N/A | N/A | N/A | -80.9 | -28.4 | 101.0 | -3.9 | 2.0 | 53.8 | 25.0 | -30.7 | -22.7 | 26.0 | 220.8 | -40.0 | 53.8 | -3.7 | -57.1 | 0.0 | 3.3 | 154.2 | 84.6 | 160.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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