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FPTKX: FIDELITY FREEDOM 2015 FUND CLASS K6 (MUTUAL FUND)
Basic Info 11.22 0.07(0.63%) May 02
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.37% |
Expenses | 0.54% |
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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 | 1.1 | 7.3 | -0.1 | 4.6 | 4.8 | 11.5 | -14.5 | 7.4 | 12.6 | 16.5 | -4.3 | 6.2 |
Sharpe Ratio | NA | -0.18 | 0.53 | -0.31 | 0.33 | 0.4 | 1.08 | -1.46 | 1.26 | 0.96 | 3.1 | -0.81 | 3.11 |
Draw Down(%) | NA | 3.1 | 6.6 | 20.4 | 20.4 | 20.4 | 6.6 | 19.3 | 3.1 | 17.1 | 2.2 | 9.8 | 1.1 |
Standard Deviation(%) | NA | 6.1 | 6.6 | 8.1 | 8.9 | 8.1 | 6.8 | 10.9 | 5.8 | 12.9 | 4.9 | 6.9 | 3.4 |
Treynor Ratio | NA | -0.03 | 0.09 | -0.07 | 0.08 | 0.09 | 0.2 | -0.4 | 0.19 | 0.36 | 0.42 | -0.15 | 0.25 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | 0.02 | 0.02 | -0.02 | 0.01 |
Beta | NA | 0.39 | 0.4 | 0.39 | 0.36 | 0.37 | 0.36 | 0.4 | 0.39 | 0.35 | 0.36 | 0.38 | 0.42 |
RSquared | NA | 0.54 | 0.51 | 0.69 | 0.77 | 0.78 | 0.49 | 0.77 | 0.75 | 0.87 | 0.83 | 0.89 | 0.65 |
Yield(%) | N/A | 0.0 | 3.0 | 6.3 | 7.0 | N/A | 3.1 | 6.8 | 10.7 | 7.3 | 7.5 | 7.5 | 3.6 |
Dividend Growth(%) | N/A | -100.0 | -63.6 | -7.4 | N/A | N/A | -63.6 | -38.5 | 52.1 | 5.6 | -11.9 | 114.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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