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FYTKX: FIDELITY FREEDOM INCOME FUND CLASS K6 (MUTUAL FUND)
Basic Info 10.37 0.05(0.48%) May 02
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (1%) |
Start Date: | 06/07/2017 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 3.37% |
Expenses | 0.47% |
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Performance Analytics (As of 04/30/2024)
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 | 0.1 | 4.3 | -0.5 | 2.7 | 2.9 | 8.4 | -11.1 | 3.2 | 8.8 | 10.7 | -1.7 | 3.4 |
Sharpe Ratio | NA | -0.95 | 0.06 | -0.53 | 0.2 | 0.29 | 0.77 | -1.77 | 0.95 | 1.4 | 3.85 | -1.0 | 2.7 |
Draw Down(%) | NA | 2.2 | 4.9 | 15.7 | 15.7 | 15.7 | 4.9 | 14.9 | 2.2 | 9.8 | 0.7 | 4.0 | 0.6 |
Standard Deviation(%) | NA | 4.8 | 5.3 | 5.6 | 5.3 | 4.7 | 5.4 | 7.1 | 3.4 | 6.1 | 2.4 | 3.0 | 1.9 |
Treynor Ratio | NA | -0.05 | 0.0 | -0.04 | 0.01 | 0.02 | 0.05 | -0.16 | 0.04 | 0.15 | 0.14 | -0.05 | 0.07 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.92 | 0.91 | 0.82 | 0.72 | 0.71 | 0.89 | 0.78 | 0.76 | 0.58 | 0.65 | 0.65 | 0.75 |
RSquared | NA | 0.89 | 0.9 | 0.91 | 0.86 | 0.86 | 0.89 | 0.93 | 0.88 | 0.84 | 0.75 | 0.84 | 0.72 |
Yield(%) | N/A | 0.5 | 3.3 | 4.7 | 4.6 | N/A | 3.3 | 5.1 | 6.2 | 4.4 | 4.0 | 5.2 | 2.6 |
Dividend Growth(%) | N/A | -84.8 | -46.0 | 11.0 | N/A | N/A | -45.0 | -20.0 | 44.2 | 18.2 | -27.9 | 103.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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