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FWTKX: FIDELITY FREEDOM 2035 FUND CLASS K6 (MUTUAL FUND)
Basic Info 15 0.15(1.01%) May 02
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.76% |
Expenses | 0.71% |
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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 | 3.7 | 14.7 | 2.2 | 8.3 | 8.1 | 18.1 | -17.5 | 14.6 | 17.4 | 24.7 | -8.2 | 9.7 |
Sharpe Ratio | NA | 0.92 | 1.24 | -0.02 | 0.42 | 0.45 | 1.41 | -1.05 | 1.35 | 0.68 | 2.44 | -0.73 | 2.97 |
Draw Down(%) | NA | 4.4 | 9.6 | 25.7 | 28.8 | 28.8 | 9.6 | 24.6 | 5.2 | 28.8 | 5.1 | 17.6 | 2.0 |
Standard Deviation(%) | NA | 8.8 | 9.3 | 13.1 | 15.9 | 14.6 | 9.9 | 18.1 | 10.7 | 25.2 | 9.5 | 13.0 | 5.7 |
Treynor Ratio | NA | 0.12 | 0.16 | 0.0 | 0.09 | 0.09 | 0.21 | -0.27 | 0.2 | 0.24 | 0.32 | -0.13 | 0.22 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.68 | 0.71 | 0.7 | 0.71 | 0.71 | 0.68 | 0.71 | 0.75 | 0.7 | 0.74 | 0.74 | 0.76 |
RSquared | NA | 0.8 | 0.81 | 0.87 | 0.9 | 0.91 | 0.8 | 0.9 | 0.83 | 0.94 | 0.93 | 0.94 | 0.75 |
Yield(%) | N/A | 0.0 | 2.4 | 7.0 | 7.9 | N/A | 2.6 | 8.5 | 12.2 | 6.7 | 8.2 | 6.9 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | -77.8 | 19.7 | N/A | N/A | -77.8 | -28.0 | 96.1 | -3.8 | 0.0 | 130.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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