Find A Portfolio/Ticker
Comparison Box
FCIFX: FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I (MUTUAL FUND)
Basic Info 10.45 0.01(0.10%) April 24
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (85%) |
Start Date: | 07/29/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.62% |
Expenses | 0.73% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/23/2024)
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(%) | 0.4 | 0.1 | 4.9 | -0.6 | 3.5 | 4.2 | 6.6 | 4.8 | 5.1 | 9.6 | -13.2 | 5.4 | 10.9 | 14.7 | -3.3 | 12.2 | 6.3 | -0.6 | 4.6 | 10.7 | 10.4 | -0.2 | 13.0 | 25.8 | -26.4 | 7.6 | 9.6 | 5.2 | 6.6 | 7.8 |
Sharpe Ratio | NA | -1.04 | 0.14 | -0.45 | 0.25 | 0.47 | NA | NA | 0.46 | 0.89 | -1.59 | 1.11 | 1.02 | 3.43 | -0.81 | 3.72 | 0.89 | -0.09 | 0.77 | 2.04 | 1.71 | -0.02 | 1.34 | 1.65 | -1.33 | 0.61 | 1.14 | 0.63 | 1.04 | 3.79 |
Draw Down(%) | NA | 2.6 | 5.8 | 18.3 | 18.3 | 18.3 | NA | NA | 38.1 | 5.8 | 17.4 | 2.6 | 14.3 | 1.6 | 7.7 | 1.0 | 5.9 | 7.2 | 4.5 | 5.0 | 5.3 | 11.5 | 7.4 | 15.7 | 34.2 | 5.2 | 5.1 | 3.3 | 5.0 | 1.5 |
Standard Deviation(%) | NA | 5.3 | 5.8 | 6.9 | 7.4 | 6.6 | NA | NA | 8.7 | 6.0 | 9.2 | 4.9 | 10.3 | 3.9 | 5.7 | 3.1 | 6.9 | 6.9 | 6.0 | 5.3 | 6.1 | 11.0 | 9.6 | 15.6 | 20.5 | 7.7 | 5.6 | 4.9 | 5.4 | 4.9 |
Treynor Ratio | NA | -0.05 | 0.01 | -0.03 | 0.02 | 0.03 | NA | NA | 0.03 | 0.06 | -0.14 | 0.05 | 0.1 | 0.12 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.07 | 0.0 | 0.08 | 0.15 | -0.16 | 0.03 | 0.05 | 0.03 | 0.06 | 0.21 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | 0.0 | 0.05 |
Beta | NA | 1.05 | 1.03 | 1.03 | 1.05 | 1.14 | NA | NA | 1.39 | 0.95 | 1.03 | 1.12 | 1.06 | 1.15 | 1.29 | 1.21 | 1.55 | 1.52 | 1.59 | 1.26 | 1.51 | 1.73 | 1.68 | 1.76 | 1.72 | 1.45 | 1.22 | 1.04 | 0.95 | 0.87 |
RSquared | NA | 0.96 | 0.95 | 0.95 | 0.95 | 0.9 | NA | NA | 0.83 | 0.81 | 0.96 | 0.92 | 0.96 | 0.91 | 0.94 | 0.75 | 0.9 | 0.9 | 0.7 | 0.87 | 0.82 | 0.88 | 0.85 | 0.89 | 0.91 | 0.78 | 0.75 | 0.54 | 0.52 | 0.2 |
Yield(%) | N/A | 0.0 | 2.6 | 5.4 | 5.9 | 5.8 | 7.2 | 5.3 | N/A | 2.8 | 5.9 | 8.8 | 6.2 | 6.5 | 8.3 | 6.9 | 5.0 | 5.4 | 6.8 | 4.8 | 2.5 | 3.0 | 3.2 | 3.7 | 4.9 | 4.2 | 4.2 | 2.6 | 2.0 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -62.0 | -17.1 | -10.8 | 88.7 | N/A | N/A | N/A | -62.0 | -35.5 | 46.7 | 4.2 | -30.8 | 25.3 | 43.1 | -13.4 | -22.1 | 45.8 | 110.7 | -20.0 | 2.9 | 6.2 | -47.5 | 19.6 | 4.1 | 69.0 | 38.1 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) 0.17% (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) 0.13% (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) 0.0% (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) 0.22% (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) 0.16% (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) 0.09% (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) 0.10% (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) 0.20% (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) 0.13% (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) 0.09% (74%)