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FDBFX: FIDELITY ADVISOR FREEDOM 2020 FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/30/2003 |
| Last Dividend Date: | 05/13/2016 |
| 12-Mo. Yield | 4.14% |
| Expenses | 1.66% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/30/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.7 | 3.3 | 4.6 | -1.9 | -5.3 | -1.6 | 6.9 | 9.1 | -4.2 | 11.1 | 26.1 | -37.6 | 4.2 | 7.3 | 4.5 | 6.4 | 10.4 |
| Sharpe Ratio | NA | -0.8 | -0.06 | 0.02 | -0.03 | 0.06 | -0.36 | -0.59 | -0.15 | 1.03 | 1.24 | -0.31 | 0.89 | 1.3 | -1.39 | 0.11 | 0.51 | 0.32 | 0.67 | 3.35 |
| Draw Down(%) | NA | 14.3 | 17.2 | 17.2 | 51.3 | 51.3 | 7.9 | 10.7 | 5.3 | 5.8 | 6.5 | 14.4 | 10.5 | 19.9 | 44.7 | 7.1 | 8.5 | 5.5 | 7.8 | 2.7 |
| Standard Deviation(%) | NA | 11.1 | 9.6 | 10.1 | 14.2 | 13.0 | 11.5 | 9.1 | 10.3 | 6.7 | 7.3 | 13.4 | 12.4 | 19.9 | 27.7 | 10.7 | 7.8 | 7.3 | 8.3 | 7.7 |
| Treynor Ratio | NA | -0.08 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.05 | -0.02 | 0.08 | 0.11 | -0.05 | 0.11 | 0.25 | -0.4 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.01 | -0.03 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.07 | -0.01 | -0.02 | NA | NA | NA |
| Beta | NA | 1.1 | 1.02 | 0.92 | 0.97 | 0.97 | 1.13 | 1.02 | 0.99 | 0.82 | 0.86 | 0.86 | 1.0 | 1.04 | 0.97 | 0.92 | 0.95 | NA | NA | NA |
| RSquared | NA | 0.9 | 0.67 | 0.78 | 0.92 | 0.85 | 0.91 | 0.9 | 0.38 | 0.76 | 0.94 | 0.96 | 0.97 | 0.98 | 0.97 | 0.94 | 0.42 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.1 | 5.0 | 4.1 | 3.4 | N/A | 2.3 | 3.8 | 5.6 | 4.7 | 1.4 | 2.0 | 1.7 | 2.3 | 4.3 | 3.4 | 3.4 | 1.3 | 1.1 | 0.7 |
| Dividend Growth(%) | N/A | -26.1 | 135.1 | 55.2 | N/A | N/A | -42.7 | -33.4 | 25.0 | 277.2 | -35.5 | 31.7 | -7.9 | -65.6 | 31.8 | 4.7 | 185.9 | 22.1 | 87.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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See Target Date 2016-2020 Asset Class Trend Rankings |
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