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FGTKX: FIDELITY FREEDOM 2030 FUND CLASS K6 (MUTUAL FUND)
Basic Info 16.93 0.15(0.89%) May 02
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.44% |
Expenses | 0.66% |
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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 | 2.7 | 11.8 | 1.2 | 6.9 | 6.9 | 15.7 | -16.8 | 11.7 | 15.8 | 22.1 | -6.8 | 8.7 |
Sharpe Ratio | NA | 0.54 | 1.0 | -0.11 | 0.4 | 0.44 | 1.31 | -1.19 | 1.33 | 0.76 | 2.65 | -0.75 | 3.03 |
Draw Down(%) | NA | 4.0 | 8.8 | 24.2 | 24.7 | 24.7 | 8.8 | 23.0 | 4.3 | 24.7 | 3.9 | 15.0 | 1.7 |
Standard Deviation(%) | NA | 7.9 | 8.4 | 11.2 | 13.1 | 12.2 | 8.8 | 15.3 | 8.7 | 20.3 | 7.8 | 10.9 | 4.9 |
Treynor Ratio | NA | 0.07 | 0.14 | -0.02 | 0.09 | 0.09 | 0.2 | -0.31 | 0.19 | 0.28 | 0.34 | -0.13 | 0.23 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.58 | 0.61 | 0.59 | 0.58 | 0.58 | 0.57 | 0.59 | 0.6 | 0.56 | 0.6 | 0.61 | 0.65 |
RSquared | NA | 0.72 | 0.72 | 0.82 | 0.87 | 0.88 | 0.72 | 0.87 | 0.82 | 0.92 | 0.92 | 0.93 | 0.74 |
Yield(%) | N/A | 0.0 | 2.3 | 6.5 | 7.5 | N/A | 2.5 | 7.8 | 11.3 | 6.9 | 8.1 | 6.7 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | -76.2 | 8.6 | N/A | N/A | -76.2 | -30.1 | 74.2 | -1.6 | 4.1 | 108.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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