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FJTKX: FIDELITY FREEDOM 2045 FUND CLASS K6 (MUTUAL FUND)
Basic Info 12.67 0.14(1.12%) May 02
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.86% |
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(%) | 0.9 | 5.5 | 18.8 | 3.5 | 9.7 | 9.0 | 20.9 | -18.1 | 16.8 | 18.5 | 25.8 | -8.7 | 9.0 |
Sharpe Ratio | NA | 1.41 | 1.49 | 0.07 | 0.45 | 0.46 | 1.45 | -0.94 | 1.38 | 0.66 | 2.34 | -0.74 | 2.66 |
Draw Down(%) | NA | 4.9 | 10.7 | 27.2 | 30.9 | 30.9 | 10.7 | 26.0 | 5.8 | 30.9 | 5.8 | 18.4 | 2.0 |
Standard Deviation(%) | NA | 10.4 | 10.8 | 15.2 | 17.8 | 16.3 | 11.6 | 20.8 | 12.2 | 27.7 | 10.4 | 13.6 | 5.9 |
Treynor Ratio | NA | 0.18 | 0.19 | 0.01 | 0.1 | 0.09 | 0.21 | -0.24 | 0.2 | 0.24 | 0.3 | -0.13 | 0.2 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 0.84 | 0.85 | 0.82 | 0.8 | 0.79 | 0.82 | 0.82 | 0.85 | 0.77 | 0.8 | 0.77 | 0.78 |
RSquared | NA | 0.86 | 0.86 | 0.89 | 0.91 | 0.91 | 0.86 | 0.91 | 0.83 | 0.94 | 0.93 | 0.94 | 0.74 |
Yield(%) | N/A | 0.0 | 2.3 | 7.2 | 8.1 | N/A | 2.5 | 9.0 | 12.7 | 5.9 | 8.0 | 7.0 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | -80.2 | 34.9 | N/A | N/A | -80.2 | -25.9 | 139.4 | -13.4 | -3.5 | 142.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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