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FZTKX: FIDELITY FREEDOM 2050 FUND CLASS K6 (MUTUAL FUND)
Basic Info 12.86 0.15(1.18%) May 02
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/2017 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.73% |
Expenses | 0.75% |
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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 | 5.6 | 18.8 | 3.5 | 9.7 | 9.1 | 20.9 | -18.1 | 16.8 | 18.5 | 25.7 | -8.7 | 9.9 |
Sharpe Ratio | NA | 1.43 | 1.49 | 0.07 | 0.45 | 0.47 | 1.46 | -0.94 | 1.37 | 0.66 | 2.35 | -0.74 | 2.96 |
Draw Down(%) | NA | 4.9 | 10.6 | 27.1 | 30.9 | 30.9 | 10.6 | 26.0 | 5.8 | 30.9 | 5.8 | 18.4 | 2.0 |
Standard Deviation(%) | NA | 10.3 | 10.7 | 15.2 | 17.8 | 16.3 | 11.5 | 20.9 | 12.2 | 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 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.83 | 0.85 | 0.83 | 0.8 | 0.79 | 0.81 | 0.82 | 0.85 | 0.77 | 0.8 | 0.77 | 0.78 |
RSquared | NA | 0.87 | 0.87 | 0.89 | 0.91 | 0.92 | 0.86 | 0.91 | 0.83 | 0.94 | 0.94 | 0.94 | 0.76 |
Yield(%) | N/A | 0.0 | 2.4 | 7.1 | 8.0 | N/A | 2.5 | 8.9 | 12.5 | 5.7 | 7.9 | 6.8 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | -79.2 | 35.7 | N/A | N/A | -79.2 | -25.6 | 143.5 | -15.9 | -2.4 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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