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FITKX: FIDELITY FREEDOM 2005 FUND CLASS K6 (MUTUAL FUND)
Basic Info 10.96 0.05(0.46%) May 02
Asset Class: | Target Date 2001-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.53% |
Expenses | 0.47% |
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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(%) | 0.7 | 0.1 | 4.3 | -0.6 | 3.0 | 3.3 | 8.5 | -11.7 | 4.1 | 9.7 | 12.5 | -2.5 | 4.4 |
Sharpe Ratio | NA | -1.01 | 0.06 | -0.53 | 0.23 | 0.34 | 0.79 | -1.77 | 1.07 | 1.24 | 3.76 | -0.88 | 3.0 |
Draw Down(%) | NA | 2.2 | 4.8 | 16.3 | 16.3 | 16.3 | 4.8 | 15.5 | 2.3 | 11.6 | 1.0 | 6.0 | 0.7 |
Standard Deviation(%) | NA | 4.8 | 5.3 | 5.8 | 5.9 | 5.3 | 5.5 | 7.4 | 3.8 | 7.6 | 2.9 | 4.3 | 2.4 |
Treynor Ratio | NA | -0.22 | 0.01 | -0.14 | 0.07 | 0.09 | 0.21 | -0.56 | 0.18 | 0.51 | 0.64 | -0.17 | 0.27 |
Alpha | NA | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.04 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 |
Beta | NA | 0.22 | 0.24 | 0.22 | 0.2 | 0.2 | 0.2 | 0.23 | 0.22 | 0.19 | 0.17 | 0.22 | 0.26 |
RSquared | NA | 0.29 | 0.29 | 0.45 | 0.54 | 0.56 | 0.23 | 0.58 | 0.59 | 0.71 | 0.54 | 0.78 | 0.51 |
Yield(%) | N/A | 0.0 | 3.2 | 5.1 | 5.2 | N/A | 3.4 | 5.4 | 7.5 | 4.7 | 5.0 | 5.5 | 2.9 |
Dividend Growth(%) | N/A | -100.0 | -48.5 | 8.6 | N/A | N/A | -48.5 | -30.6 | 69.0 | 0.0 | -15.9 | 91.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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