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FVTKX: FIDELITY FREEDOM 2060 FUND CLASS K6 (MUTUAL FUND)
Basic Info 13.7 0.16(1.18%) May 02
Asset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.60% |
Expenses | 0.65% |
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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 | 9.1 | 20.9 | -18.1 | 16.7 | 18.5 | 25.6 | -8.7 | 9.9 |
Sharpe Ratio | NA | 1.43 | 1.49 | 0.07 | 0.45 | 0.47 | 1.45 | -0.94 | 1.37 | 0.66 | 2.35 | -0.74 | 2.96 |
Draw Down(%) | NA | 4.9 | 10.7 | 27.1 | 30.9 | 30.9 | 10.7 | 26.0 | 5.8 | 30.9 | 5.7 | 18.4 | 2.0 |
Standard Deviation(%) | NA | 10.4 | 10.8 | 15.1 | 17.8 | 16.3 | 11.5 | 20.8 | 12.1 | 27.7 | 10.3 | 13.6 | 5.9 |
Treynor Ratio | NA | 0.18 | 0.19 | 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 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.83 | 0.85 | 0.82 | 0.8 | 0.79 | 0.81 | 0.82 | 0.84 | 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 | 0.75 |
Yield(%) | N/A | 0.0 | 2.5 | 6.5 | 7.3 | N/A | 2.7 | 8.0 | 11.1 | 4.6 | 7.3 | 5.3 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | -74.8 | 52.8 | N/A | N/A | -74.8 | -23.2 | 171.9 | -26.0 | 18.5 | 116.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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