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FBIFX: FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 27.08 0.11(0.41%) July 03
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 12/24/2009 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.12% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/24/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 10.3 | 13.9 | 14.6 | 11.3 | 9.3 | 10.1 | 9.3 | 13.3 | 19.4 | -18.2 | 15.9 | 16.6 | 25.9 | -7.2 | 20.6 | 9.4 | -1.5 | 6.6 | 18.7 | 12.9 | -2.5 | 14.5 | -0.5 |
| Sharpe Ratio | NA | 1.07 | 0.73 | 0.82 | 0.65 | 0.52 | NA | 0.58 | 0.96 | 1.43 | -0.98 | 1.39 | 0.57 | 2.39 | -0.63 | 3.44 | 0.74 | -0.12 | 0.69 | 2.17 | 1.25 | -0.14 | 0.97 | -4.72 |
| Draw Down(%) | NA | 13.5 | 13.5 | 15.7 | 26.1 | 30.7 | NA | 30.7 | 6.3 | 10.7 | 25.7 | 5.0 | 30.7 | 5.4 | 16.8 | 1.7 | 10.1 | 12.3 | 7.5 | 6.4 | 9.3 | 17.8 | 12.1 | 0.7 |
| Standard Deviation(%) | NA | 17.3 | 14.5 | 13.7 | 14.1 | 15.2 | NA | 14.4 | 10.2 | 11.1 | 20.1 | 11.4 | 28.6 | 10.2 | 13.7 | 5.8 | 12.5 | 12.9 | 9.6 | 8.6 | 10.4 | 18.6 | 14.8 | 5.5 |
| Treynor Ratio | NA | 0.17 | 0.1 | 0.1 | 0.08 | 0.07 | NA | 0.08 | 0.09 | 0.14 | -0.18 | 0.15 | 0.15 | 0.22 | -0.08 | 0.2 | 0.09 | -0.02 | 0.07 | 0.22 | 0.15 | -0.03 | 0.16 | -0.32 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 1.12 | 1.11 | 1.11 | 1.1 | 1.08 | NA | 1.0 | 1.09 | 1.11 | 1.11 | 1.08 | 1.08 | 1.09 | 1.08 | 1.02 | 0.99 | 0.99 | 0.96 | 0.84 | 0.85 | 0.85 | 0.88 | 0.8 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | NA | 0.98 | 1.0 | 0.99 | 1.0 | 0.92 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 1.0 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 |
| Yield(%) | N/A | 0.3 | 2.4 | 2.5 | 2.5 | 4.5 | 5.5 | N/A | 2.5 | 2.3 | 1.7 | 2.2 | 2.3 | 19.5 | 2.0 | 2.1 | 2.2 | 2.0 | 3.4 | 0.1 | 2.0 | 3.0 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | -85.2 | 27.2 | -66.0 | -52.1 | N/A | N/A | N/A | 24.0 | 10.6 | -15.1 | 11.8 | -87.5 | 760.1 | 12.8 | 8.9 | 4.3 | -40.0 | 4108.3 | -94.9 | -36.6 | 127.8 | 47.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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See Target Date 2036-2040 Asset Class Trend Rankings |
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