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FDAFX: FIDELITY ADVISOR FREEDOM 2020 FUND CLASS A (MUTUAL FUND)
Basic Info 11.68 0.04(0.34%) April 29
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (56%) |
Start Date: | 07/30/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.58% |
Expenses | 0.51% |
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Performance Analytics (As of 04/26/2024)
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(%) | 1.0 | 1.5 | 8.2 | -0.5 | 4.6 | 5.2 | 7.6 | 5.3 | 5.7 | 12.1 | -16.2 | 8.3 | 13.0 | 18.4 | -5.0 | 15.0 | 6.9 | -0.9 | 4.9 | 12.7 | 11.3 | -1.4 | 13.8 | 29.5 | -33.8 | 8.4 | 11.6 | 6.6 | 8.4 | 11.3 |
Sharpe Ratio | NA | -0.02 | 0.59 | -0.31 | 0.28 | 0.45 | NA | NA | 0.4 | 1.03 | -1.38 | 1.17 | 0.81 | 2.93 | -0.78 | 3.53 | 0.76 | -0.11 | 0.71 | 2.1 | 1.58 | -0.11 | 1.12 | 1.47 | -1.26 | 0.51 | 1.11 | 0.61 | 0.92 | 3.69 |
Draw Down(%) | NA | 3.4 | 7.7 | 22.8 | 22.8 | 22.8 | NA | NA | 47.4 | 7.7 | 21.5 | 3.8 | 20.0 | 2.8 | 11.3 | 1.2 | 7.8 | 9.1 | 5.1 | 5.3 | 6.3 | 14.0 | 10.1 | 19.9 | 42.6 | 7.0 | 7.5 | 5.4 | 7.4 | 2.6 |
Standard Deviation(%) | NA | 6.9 | 7.5 | 9.4 | 10.6 | 9.2 | NA | NA | 11.5 | 7.7 | 12.8 | 7.1 | 15.7 | 5.8 | 8.1 | 4.1 | 8.9 | 8.9 | 6.8 | 6.0 | 7.1 | 13.2 | 12.2 | 20.0 | 27.4 | 10.6 | 7.6 | 7.3 | 8.1 | 7.6 |
Treynor Ratio | NA | 0.0 | 0.04 | -0.03 | 0.19 | 0.21 | NA | NA | 0.11 | 0.15 | -0.16 | 0.07 | 0.33 | 7.03 | -0.38 | 0.13 | 0.06 | -0.01 | 0.05 | 0.15 | 0.13 | -0.02 | 0.14 | 0.28 | -0.36 | 0.06 | 0.09 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | NA | NA | NA |
Beta | NA | 1.18 | 1.08 | 1.11 | 0.15 | 0.2 | NA | NA | 0.43 | 0.52 | 1.12 | 1.12 | 0.39 | 0.02 | 0.17 | 1.07 | 1.09 | 1.06 | 1.05 | 0.83 | 0.85 | 0.86 | 0.99 | 1.04 | 0.97 | 0.93 | 0.92 | NA | NA | NA |
RSquared | NA | 0.97 | 0.81 | 0.93 | 0.15 | 0.19 | NA | NA | 0.4 | 0.43 | 0.98 | 0.94 | 0.38 | 0.05 | 0.21 | 0.91 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.42 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.3 | 6.0 | 6.8 | 6.3 | 7.9 | 5.6 | N/A | 2.4 | 6.8 | 10.4 | 7.3 | 7.3 | 8.2 | 6.3 | 4.5 | 4.8 | 6.5 | 5.6 | 2.2 | 2.9 | 2.6 | 3.2 | 5.0 | 4.2 | 4.2 | 2.0 | 1.6 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -72.8 | -12.4 | 12.0 | 109.4 | N/A | N/A | N/A | -72.8 | -36.6 | 49.5 | 10.2 | -22.8 | 42.5 | 45.5 | -12.7 | -27.6 | 22.5 | 173.1 | -25.7 | 25.0 | 0.0 | -58.8 | 23.6 | 5.8 | 126.1 | 27.8 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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