Find A Portfolio/Ticker
Comparison Box
FOTKX: FIDELITY FREEDOM 2010 FUND CLASS K6 (MUTUAL FUND)
Basic Info 13.62 0.08(0.59%) 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 | 3.34% |
Expenses | 0.49% |
Sign up to get fund ranking change alerts |
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 | 0.6 | 5.8 | -0.3 | 3.8 | 4.1 | 10.0 | -13.0 | 5.7 | 11.3 | 14.5 | -3.4 | 5.3 |
Sharpe Ratio | NA | -0.56 | 0.31 | -0.41 | 0.29 | 0.38 | 0.95 | -1.59 | 1.19 | 1.08 | 3.42 | -0.84 | 2.97 |
Draw Down(%) | NA | 2.5 | 5.7 | 18.3 | 18.3 | 18.3 | 5.7 | 17.3 | 2.6 | 14.2 | 1.6 | 7.9 | 0.9 |
Standard Deviation(%) | NA | 5.4 | 5.9 | 6.9 | 7.3 | 6.7 | 6.1 | 9.1 | 4.7 | 10.1 | 3.8 | 5.6 | 2.9 |
Treynor Ratio | NA | -0.1 | 0.06 | -0.09 | 0.08 | 0.09 | 0.2 | -0.46 | 0.19 | 0.41 | 0.5 | -0.16 | 0.24 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 |
Beta | NA | 0.3 | 0.33 | 0.31 | 0.28 | 0.29 | 0.28 | 0.32 | 0.3 | 0.26 | 0.26 | 0.3 | 0.36 |
RSquared | NA | 0.43 | 0.42 | 0.59 | 0.69 | 0.7 | 0.37 | 0.7 | 0.7 | 0.82 | 0.73 | 0.86 | 0.62 |
Yield(%) | N/A | 0.0 | 3.0 | 5.7 | 6.2 | N/A | 3.1 | 6.0 | 9.2 | 6.5 | 6.4 | 6.8 | 3.6 |
Dividend Growth(%) | N/A | -100.0 | -57.4 | -6.6 | N/A | N/A | -57.4 | -36.9 | 47.5 | 8.6 | -14.7 | 91.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2001-2010 Asset Class Trend Rankings |