Find A Portfolio/Ticker
Comparison Box
FDEWX: FIDELITY FREEDOM INDEX 2055 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 23.69 0.05(0.21%) July 10
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.06% |
| Expenses | 0.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/08/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 11.0 | 14.2 | 15.5 | 11.2 | 9.4 | 9.2 | 12.0 | 19.9 | -18.3 | 15.4 | 15.8 | 26.0 | -7.2 | 20.5 | 9.4 | -1.6 | 6.6 | 20.3 | 13.7 | -6.0 |
| Sharpe Ratio | NA | 1.06 | 0.73 | 0.83 | 0.65 | 0.52 | 0.55 | 0.49 | 1.39 | -0.97 | 1.35 | 0.54 | 2.41 | -0.62 | 3.45 | 0.74 | -0.13 | 0.69 | 2.19 | 1.21 | -0.41 |
| Draw Down(%) | NA | 14.7 | 14.7 | 15.8 | 26.4 | 30.7 | 30.7 | 6.9 | 11.0 | 25.8 | 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 | 18.9 | 15.8 | 14.4 | 14.6 | 15.4 | 14.8 | 11.1 | 11.4 | 20.3 | 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 | 0.26 | 0.15 | 0.15 | 0.12 | 0.1 | 0.1 | 0.07 | 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 | 0.04 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.04 |
| Beta | NA | 0.76 | 0.77 | 0.8 | 0.8 | 0.8 | 0.81 | 0.81 | 0.83 | 0.82 | 0.83 | 0.77 | 0.8 | 0.79 | 0.83 | 0.92 | 0.81 | 0.81 | 0.81 | 0.87 | 0.85 |
| RSquared | NA | 0.94 | 0.93 | 0.92 | 0.93 | 0.92 | 0.93 | 0.87 | 0.9 | 0.95 | 0.91 | 0.89 | 0.97 | 0.97 | 0.91 | 0.95 | 0.96 | 0.92 | 0.94 | 0.94 | 0.98 |
| Yield(%) | N/A | 0.1 | 2.0 | 2.3 | 2.2 | 3.6 | N/A | 2.2 | 2.3 | 1.5 | 1.7 | 1.5 | 12.3 | 2.2 | 2.3 | 2.6 | 2.2 | 2.0 | 1.7 | 1.8 | 2.8 |
| Dividend Growth(%) | N/A | -95.5 | 16.1 | -49.1 | -42.4 | N/A | N/A | 15.6 | 16.6 | 2.6 | 27.0 | -85.7 | 414.0 | 12.7 | -5.8 | 12.0 | 17.4 | 37.4 | 1.8 | -38.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) 0.20% (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) 0.17% (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) 0.23% (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) 0.24% (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) 0.0% (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) 0.0% (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) 0.0% (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) 0.19% (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) 0.0% (84%)
Latest Articles Related to FDEWX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
