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FDEEX: FIDELITY FREEDOM 2055 FUND FIDELITY FREEDOM 2055 FUND (MUTUAL FUND)
Basic Info 14.86 0.02(0.13%) April 24
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (74%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.66% |
Expenses | 0.65% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/08/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 5.0 | 17.1 | 3.1 | 9.0 | 8.3 | 8.7 | 20.5 | -19.2 | 16.5 | 18.2 | 25.3 | -8.9 | 22.3 | 8.6 | -0.2 | 5.8 | 22.7 | 15.3 | -8.3 |
Sharpe Ratio | NA | 0.61 | 1.01 | 0.0 | 0.4 | 0.48 | 0.51 | 1.43 | -1.0 | 1.35 | 0.65 | 2.32 | -0.76 | 3.47 | 0.62 | -0.02 | 0.57 | 2.43 | 1.31 | -0.54 |
Draw Down(%) | NA | 5.0 | 10.7 | 27.3 | 31.0 | 31.0 | 31.0 | 10.7 | 26.2 | 5.8 | 31.0 | 5.8 | 18.6 | 1.8 | 11.9 | 12.5 | 7.8 | 6.6 | 10.9 | 20.5 |
Standard Deviation(%) | NA | 10.2 | 10.7 | 15.1 | 17.8 | 15.0 | 15.1 | 11.5 | 20.7 | 12.2 | 27.7 | 10.3 | 13.6 | 6.3 | 13.4 | 13.4 | 10.1 | 9.3 | 11.8 | 26.3 |
Treynor Ratio | NA | 0.08 | 0.13 | 0.0 | 0.09 | 0.09 | 0.09 | 0.2 | -0.25 | 0.19 | 0.23 | 0.3 | -0.13 | 0.26 | 0.08 | 0.0 | 0.07 | 0.28 | 0.17 | -0.16 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
Beta | NA | 0.82 | 0.85 | 0.82 | 0.8 | 0.81 | 0.82 | 0.81 | 0.82 | 0.85 | 0.77 | 0.8 | 0.77 | 0.85 | 0.99 | 0.84 | 0.86 | 0.82 | 0.89 | 0.89 |
RSquared | NA | 0.85 | 0.86 | 0.88 | 0.91 | 0.92 | 0.92 | 0.86 | 0.91 | 0.83 | 0.94 | 0.94 | 0.94 | 0.82 | 0.94 | 0.96 | 0.92 | 0.94 | 0.93 | 0.97 |
Yield(%) | N/A | 0.0 | 2.0 | 6.4 | 7.2 | 6.5 | N/A | 2.2 | 7.6 | 11.7 | 4.7 | 7.3 | 5.7 | 4.3 | 3.7 | 4.7 | 5.0 | 5.0 | 2.4 | 2.4 |
Dividend Growth(%) | N/A | -100.0 | -79.0 | 43.7 | 71.6 | N/A | N/A | -79.0 | -31.9 | 175.8 | -23.3 | 8.9 | 58.0 | 25.0 | -27.3 | -5.2 | 16.0 | 138.1 | -12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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