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FBIFX: FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 22.92 0.01(0.04%) April 24
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (35%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.69% |
Expenses | 0.12% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 3.2 | 14.3 | 2.8 | 8.3 | 8.0 | 8.6 | 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 | 0.09 | 0.81 | -0.01 | 0.36 | 0.46 | 0.54 | 1.38 | -0.97 | 1.39 | 0.57 | 2.4 | -0.62 | 3.45 | 0.74 | -0.12 | 0.69 | 2.17 | 1.25 | -0.14 | 0.97 | -4.71 |
Draw Down(%) | NA | 4.8 | 10.7 | 26.1 | 30.7 | 30.7 | 30.7 | 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 | 9.4 | 10.2 | 14.5 | 17.7 | 14.8 | 14.4 | 11.1 | 20.1 | 11.4 | 28.5 | 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 | 0.01 | 0.08 | 0.0 | 0.07 | 0.07 | 0.09 | 0.15 | -0.18 | 0.15 | 0.16 | 0.66 | -0.1 | 0.19 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 |
Beta | NA | 1.08 | 1.02 | 1.09 | 0.91 | 0.92 | 0.9 | 1.04 | 1.11 | 1.06 | 1.0 | 0.37 | 0.82 | 1.03 | 0.99 | 0.99 | 0.96 | 0.84 | 0.85 | 0.85 | 0.88 | 0.8 |
RSquared | NA | 1.0 | 0.86 | 0.96 | 0.83 | 0.86 | 0.89 | 0.87 | 1.0 | 0.93 | 0.92 | 0.4 | 0.8 | 0.99 | 0.99 | 1.0 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 |
Yield(%) | N/A | 0.0 | 2.2 | 1.9 | 5.1 | 4.5 | N/A | 2.3 | 1.7 | 2.2 | 2.2 | 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 | -100.0 | 10.0 | -68.6 | 171.5 | N/A | N/A | 10.0 | -13.0 | 12.2 | -87.7 | 756.4 | 14.7 | 6.2 | 3.2 | -38.0 | 4900.0 | -95.7 | -37.8 | 131.2 | 45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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