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FHTKX: FIDELITY FREEDOM 2040 FUND CLASS K6 (MUTUAL FUND)
Basic Info 10.96 0.12(1.11%) May 02
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.77% |
Expenses | 0.75% |
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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(%) | 0.8 | 5.1 | 17.8 | 3.2 | 9.5 | 8.9 | 20.3 | -18.1 | 16.7 | 18.5 | 25.7 | -8.7 | 9.9 |
Sharpe Ratio | NA | 1.32 | 1.45 | 0.05 | 0.44 | 0.46 | 1.45 | -0.95 | 1.36 | 0.66 | 2.34 | -0.75 | 2.97 |
Draw Down(%) | NA | 4.7 | 10.4 | 27.1 | 31.0 | 31.0 | 10.4 | 25.9 | 5.8 | 31.0 | 5.8 | 18.4 | 2.0 |
Standard Deviation(%) | NA | 9.8 | 10.3 | 14.9 | 17.7 | 16.2 | 11.1 | 20.6 | 12.2 | 27.6 | 10.4 | 13.5 | 5.8 |
Treynor Ratio | NA | 0.17 | 0.18 | 0.01 | 0.1 | 0.1 | 0.21 | -0.24 | 0.2 | 0.24 | 0.3 | -0.13 | 0.22 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.79 | 0.81 | 0.81 | 0.79 | 0.79 | 0.78 | 0.81 | 0.85 | 0.77 | 0.8 | 0.76 | 0.78 |
RSquared | NA | 0.86 | 0.85 | 0.88 | 0.91 | 0.91 | 0.85 | 0.91 | 0.83 | 0.94 | 0.93 | 0.94 | 0.75 |
Yield(%) | N/A | 0.0 | 2.2 | 7.3 | 8.3 | N/A | 2.4 | 9.2 | 12.9 | 6.6 | 8.1 | 7.1 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | -81.2 | 29.2 | N/A | N/A | -81.2 | -25.3 | 114.3 | -4.1 | -3.9 | 130.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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