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FDEWX: FIDELITY FREEDOM INDEX 2055 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 20.06 0.21(1.06%) May 03
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (75%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.84% |
Expenses | 0.12% |
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Performance Analytics (As of 05/03/2024)
Last 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(%) | 1.1 | 5.1 | 18.0 | 3.4 | 8.8 | 8.2 | 8.6 | 19.9 | -17.9 | 15.9 | 16.5 | 26.0 | -7.2 | 20.5 | 9.4 | -1.6 | 6.6 | 20.3 | 13.7 | -6.0 |
Sharpe Ratio | NA | 1.17 | 1.32 | 0.07 | 0.4 | 0.48 | 0.53 | 1.39 | -0.95 | 1.39 | 0.57 | 2.41 | -0.62 | 3.45 | 0.74 | -0.13 | 0.69 | 2.19 | 1.21 | -0.41 |
Draw Down(%) | NA | 5.0 | 11.0 | 26.2 | 30.7 | 30.7 | 30.7 | 11.0 | 25.7 | 5.0 | 30.7 | 5.4 | 16.9 | 1.7 | 10.1 | 12.3 | 7.5 | 6.6 | 10.2 | 18.2 |
Standard Deviation(%) | NA | 10.2 | 10.7 | 14.8 | 17.9 | 14.9 | 14.8 | 11.4 | 20.4 | 11.4 | 28.6 | 10.2 | 13.7 | 5.8 | 12.4 | 12.9 | 9.6 | 9.3 | 11.4 | 25.0 |
Treynor Ratio | NA | 0.15 | 0.16 | 0.01 | 0.09 | 0.09 | 0.09 | 0.19 | -0.24 | 0.19 | 0.2 | 0.31 | -0.11 | 0.24 | 0.1 | -0.02 | 0.08 | 0.25 | 0.16 | -0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.04 |
Beta | NA | 0.81 | 0.86 | 0.82 | 0.81 | 0.82 | 0.82 | 0.83 | 0.82 | 0.83 | 0.81 | 0.8 | 0.79 | 0.83 | 0.92 | 0.81 | 0.81 | 0.81 | 0.87 | 0.85 |
RSquared | NA | 0.89 | 0.89 | 0.93 | 0.95 | 0.95 | 0.95 | 0.9 | 0.95 | 0.91 | 0.97 | 0.97 | 0.97 | 0.91 | 0.95 | 0.96 | 0.92 | 0.94 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 2.1 | 1.9 | 3.9 | 3.8 | N/A | 2.2 | 1.8 | 2.2 | 2.1 | 12.3 | 2.2 | 2.3 | 2.6 | 2.2 | 2.0 | 1.7 | 1.8 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | -52.6 | 116.7 | N/A | N/A | 0.0 | -7.7 | 18.2 | -80.4 | 409.1 | 13.8 | -6.5 | 14.8 | 12.5 | 41.2 | 6.2 | -40.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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