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FACFX: FIDELITY ADVISOR FREEDOM 2010 FUND CLASS A (MUTUAL FUND)
Basic Info 10.43 0.03(0.29%) April 29
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (64%) |
Start Date: | 07/30/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.97% |
Expenses | 0.49% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/30/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.4 | 5.3 | -0.9 | 3.2 | 4.0 | 6.3 | 4.6 | 4.8 | 9.2 | -13.4 | 5.1 | 10.6 | 14.5 | -3.5 | 11.9 | 6.1 | -0.9 | 4.4 | 10.5 | 10.0 | -0.4 | 12.2 | 25.6 | -26.6 | 7.3 | 9.3 | 5.0 | 6.3 | 7.8 |
Sharpe Ratio | NA | -0.62 | 0.22 | -0.48 | 0.22 | 0.45 | NA | NA | 0.44 | 0.83 | -1.62 | 1.08 | 1.0 | 3.37 | -0.85 | 3.63 | 0.86 | -0.13 | 0.84 | 1.97 | 1.66 | -0.04 | 1.24 | 1.64 | -1.33 | 0.56 | 1.11 | 0.56 | 0.97 | 3.76 |
Draw Down(%) | NA | 2.5 | 5.8 | 18.6 | 18.6 | 18.6 | NA | NA | 38.3 | 5.8 | 17.6 | 2.7 | 14.4 | 1.6 | 8.0 | 1.1 | 5.9 | 7.3 | 4.0 | 5.0 | 5.3 | 11.5 | 7.9 | 15.8 | 34.4 | 5.2 | 5.1 | 3.4 | 5.1 | 1.5 |
Standard Deviation(%) | NA | 5.4 | 5.9 | 6.9 | 7.3 | 6.5 | NA | NA | 8.6 | 6.1 | 9.1 | 4.7 | 10.3 | 3.9 | 5.7 | 3.1 | 6.9 | 6.8 | 5.2 | 5.3 | 6.1 | 11.1 | 9.7 | 15.5 | 20.6 | 7.7 | 5.5 | 5.0 | 5.5 | 5.0 |
Treynor Ratio | NA | -0.03 | 0.01 | -0.03 | 0.02 | 0.03 | NA | NA | 0.03 | 0.05 | -0.14 | 0.05 | 0.1 | 0.11 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.07 | 0.15 | -0.16 | 0.03 | 0.05 | 0.03 | 0.06 | 0.23 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.04 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | -0.01 | 0.05 |
Beta | NA | 1.05 | 1.04 | 1.03 | 1.05 | 1.13 | NA | NA | 1.39 | 0.95 | 1.03 | 1.08 | 1.06 | 1.15 | 1.29 | 1.19 | 1.55 | 1.51 | 1.52 | 1.28 | 1.51 | 1.73 | 1.69 | 1.75 | 1.73 | 1.45 | 1.21 | 1.07 | 0.97 | 0.83 |
RSquared | NA | 0.95 | 0.95 | 0.95 | 0.95 | 0.91 | NA | NA | 0.83 | 0.79 | 0.96 | 0.92 | 0.96 | 0.91 | 0.94 | 0.73 | 0.9 | 0.89 | 0.86 | 0.87 | 0.82 | 0.88 | 0.84 | 0.89 | 0.91 | 0.77 | 0.74 | 0.54 | 0.53 | 0.18 |
Yield(%) | N/A | 0.0 | 2.6 | 5.2 | 5.7 | 5.6 | 6.8 | 5.1 | N/A | 2.7 | 5.7 | 8.5 | 6.1 | 6.1 | 8.0 | 6.7 | 4.6 | 5.2 | 6.5 | 4.6 | 2.1 | 2.8 | 2.5 | 3.4 | 4.7 | 4.1 | 4.0 | 2.5 | 1.7 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -61.8 | -17.0 | -10.5 | 95.7 | N/A | N/A | N/A | -61.8 | -35.8 | 45.2 | 7.4 | -32.0 | 25.0 | 48.1 | -16.9 | -20.7 | 46.4 | 133.3 | -27.3 | 22.2 | -10.0 | -48.3 | 18.4 | 6.5 | 64.3 | 55.6 | 157.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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