Find A Portfolio/Ticker
Comparison Box
FATKX: FIDELITY FREEDOM 2020 FUND CLASS K6 (MUTUAL FUND)
Basic Info 15.07 0.02(0.13%) July 03
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.03% |
| Expenses | 0.58% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 8.1 | 9.0 | 8.2 | 2.3 | 3.3 | 5.4 | 12.8 | -20.9 | -0.5 | 7.2 | 18.1 | -5.0 | 6.8 |
| Sharpe Ratio | NA | 1.38 | 0.66 | 0.54 | 0.03 | 0.16 | -0.17 | 1.12 | -1.57 | -0.06 | 0.44 | 2.93 | -0.79 | 3.09 |
| Draw Down(%) | NA | 7.3 | 8.1 | 12.1 | 30.1 | 30.1 | 4.2 | 7.6 | 25.5 | 6.2 | 19.7 | 2.8 | 11.3 | 1.2 |
| Standard Deviation(%) | NA | 10.0 | 8.9 | 9.1 | 9.9 | 10.0 | 7.2 | 7.7 | 14.2 | 9.0 | 15.8 | 5.7 | 8.0 | 3.7 |
| Treynor Ratio | NA | 0.37 | 0.15 | 0.11 | 0.01 | 0.04 | -0.03 | 0.19 | -0.46 | -0.01 | 0.17 | 0.39 | -0.14 | 0.24 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | -0.06 | -0.05 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta | NA | 0.38 | 0.39 | 0.44 | 0.45 | 0.43 | 0.46 | 0.45 | 0.48 | 0.45 | 0.4 | 0.43 | 0.45 | 0.48 |
| RSquared | NA | 0.83 | 0.78 | 0.71 | 0.63 | 0.7 | 0.64 | 0.57 | 0.68 | 0.43 | 0.76 | 0.87 | 0.91 | 0.7 |
| Yield(%) | N/A | 2.5 | 5.0 | 3.9 | 2.8 | N/A | 3.1 | 2.9 | 2.5 | 2.6 | 1.4 | 7.5 | 6.7 | 3.3 |
| Dividend Growth(%) | N/A | -17.1 | 88.9 | 15.1 | N/A | N/A | 17.6 | -13.8 | -5.8 | 96.1 | -79.2 | -2.1 | 112.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Latest Articles Related to FATKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
