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FCFTX: FIDELITY ADVISOR FREEDOM 2010 FUND CLASS M (MUTUAL FUND)
Basic Info 11 0(0.0%) July 08
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (58%) |
Start Date: | 07/30/2003 |
Last Dividend Date: | 05/09/2025 |
12-Mo. Yield | 3.78% |
Expenses | 0.49% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 5.9 | 6.8 | 5.8 | 1.2 | 2.7 | 4.3 | 3.7 | 4.1 | 2.2 | 9.0 | -16.7 | -1.7 | 4.8 | 14.2 | -3.7 | 11.6 | 5.9 | -1.1 | 4.1 | 10.2 | 9.8 | -0.6 | 12.0 | 25.2 | -26.8 | 7.2 | 9.0 | 4.6 | 6.1 | 7.7 |
Sharpe Ratio | NA | 1.53 | 0.78 | 0.4 | -0.12 | 0.19 | NA | NA | 0.34 | -0.76 | 0.78 | -1.91 | -0.28 | 0.42 | 3.29 | -0.88 | 3.53 | 0.83 | -0.17 | 0.73 | 1.93 | 1.61 | -0.06 | 1.21 | 1.6 | -1.34 | 0.54 | 1.05 | 0.5 | 0.94 | 3.64 |
Draw Down(%) | NA | 4.2 | 4.4 | 9.5 | 24.4 | 24.4 | NA | NA | 38.5 | 5.2 | 5.9 | 20.6 | 4.7 | 14.4 | 1.7 | 8.1 | 1.1 | 5.9 | 7.5 | 4.0 | 5.0 | 5.4 | 11.6 | 8.0 | 15.8 | 34.6 | 5.1 | 5.0 | 3.5 | 5.2 | 1.5 |
Standard Deviation(%) | NA | 6.4 | 5.8 | 6.6 | 6.9 | 6.8 | NA | NA | 8.6 | 5.8 | 6.1 | 9.5 | 6.3 | 10.8 | 3.9 | 5.7 | 3.1 | 6.9 | 6.8 | 5.7 | 5.2 | 6.1 | 11.0 | 9.8 | 15.7 | 20.7 | 7.7 | 5.5 | 4.9 | 5.5 | 5.1 |
Treynor Ratio | NA | 0.1 | 0.05 | 0.03 | -0.01 | 0.01 | NA | NA | 0.02 | -0.05 | 0.05 | -0.18 | -0.05 | 0.04 | 0.11 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.06 | 0.0 | 0.07 | 0.14 | -0.16 | 0.03 | 0.05 | 0.02 | 0.05 | 0.21 |
Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 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 | 0.95 | 0.98 | 1.01 | 1.0 | 1.09 | NA | NA | 1.36 | 0.87 | 1.01 | 0.99 | 0.33 | 1.05 | 1.15 | 1.3 | 1.21 | 1.54 | 1.51 | 1.52 | 1.26 | 1.52 | 1.73 | 1.7 | 1.77 | 1.73 | 1.46 | 1.22 | 1.03 | 0.96 | 0.9 |
RSquared | NA | 0.92 | 0.92 | 0.95 | 0.78 | 0.82 | NA | NA | 0.8 | 0.89 | 0.91 | 0.83 | 0.15 | 0.91 | 0.9 | 0.94 | 0.75 | 0.9 | 0.89 | 0.72 | 0.87 | 0.83 | 0.88 | 0.85 | 0.89 | 0.9 | 0.78 | 0.74 | 0.53 | 0.52 | 0.2 |
Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 2.4 | 2.3 | 1.9 | 0.7 | 6.0 | 7.8 | 6.5 | 4.5 | 4.9 | 6.3 | 4.3 | 1.9 | 2.5 | 2.2 | 3.1 | 4.5 | 3.8 | 3.8 | 2.2 | 1.6 | 0.7 |
Dividend Growth(%) | N/A | -43.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.9 | -16.0 | 17.0 | 176.5 | -87.1 | -32.2 | 26.3 | 47.9 | -15.2 | -22.5 | 50.4 | 141.3 | -25.3 | 26.4 | -14.1 | -51.4 | 20.7 | 5.8 | 78.9 | 44.0 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/25/2003
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