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FDIFX: FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I (MUTUAL FUND)
Basic Info 11.69 0.03(0.26%) April 18
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (92%) |
Start Date: | 07/29/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.15% |
Expenses | 1.07% |
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Performance Analytics (As of 04/16/2024)
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(%) | -1.9 | 0.3 | 6.7 | -0.6 | 4.7 | 5.4 | 7.9 | 5.4 | 5.9 | 12.4 | -16.0 | 8.6 | 13.4 | 18.6 | -4.8 | 15.3 | 7.2 | -0.6 | 5.1 | 12.9 | 11.6 | -1.1 | 14.0 | 29.8 | -33.6 | 8.6 | 11.9 | 6.9 | 8.7 | 11.2 |
Sharpe Ratio | NA | 0.28 | 0.6 | -0.21 | 0.33 | 0.49 | NA | NA | 0.43 | 1.07 | -1.36 | 1.22 | 0.83 | 2.98 | -0.75 | 3.59 | 0.78 | -0.08 | 0.7 | 2.13 | 1.63 | -0.08 | 1.14 | 1.48 | -1.26 | 0.54 | 1.13 | 0.65 | 0.95 | 3.65 |
Draw Down(%) | NA | 2.1 | 7.7 | 22.5 | 22.5 | 22.5 | NA | NA | 47.2 | 7.7 | 21.4 | 3.7 | 19.9 | 2.7 | 11.1 | 1.2 | 7.8 | 9.0 | 5.2 | 5.4 | 6.3 | 14.0 | 10.1 | 19.9 | 42.4 | 7.0 | 7.5 | 5.4 | 7.2 | 2.7 |
Standard Deviation(%) | NA | 6.8 | 7.4 | 9.4 | 10.6 | 9.2 | NA | NA | 11.5 | 7.7 | 12.8 | 7.0 | 15.8 | 5.8 | 8.2 | 4.1 | 9.0 | 8.9 | 7.2 | 6.0 | 7.1 | 13.3 | 12.2 | 20.0 | 27.3 | 10.5 | 7.7 | 7.3 | 8.2 | 7.5 |
Treynor Ratio | NA | 0.02 | 0.04 | -0.02 | 0.22 | 0.23 | NA | NA | 0.11 | 0.16 | -0.16 | 0.08 | 0.33 | 7.18 | -0.35 | 0.14 | 0.06 | -0.01 | 0.05 | 0.15 | 0.14 | -0.01 | 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 | 0.01 | 0.0 | NA | NA | NA |
Beta | NA | 1.17 | 1.08 | 1.11 | 0.15 | 0.2 | NA | NA | 0.43 | 0.52 | 1.12 | 1.11 | 0.39 | 0.02 | 0.17 | 1.08 | 1.1 | 1.05 | 1.05 | 0.83 | 0.85 | 0.87 | 0.99 | 1.05 | 0.97 | 0.92 | 0.94 | NA | NA | NA |
RSquared | NA | 0.96 | 0.8 | 0.93 | 0.15 | 0.19 | NA | NA | 0.4 | 0.43 | 0.97 | 0.94 | 0.39 | 0.05 | 0.22 | 0.92 | 0.98 | 0.98 | 0.87 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.43 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.3 | 6.1 | 7.0 | 6.5 | 8.6 | 5.8 | N/A | 2.4 | 6.9 | 10.6 | 7.5 | 7.6 | 8.5 | 6.5 | 4.7 | 5.0 | 6.7 | 5.8 | 2.5 | 3.2 | 2.7 | 3.4 | 5.2 | 4.4 | 4.4 | 2.2 | 1.8 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -72.6 | -13.2 | 11.3 | 103.5 | N/A | N/A | N/A | -72.6 | -36.2 | 47.5 | 9.8 | -22.0 | 40.5 | 44.8 | -12.1 | -26.7 | 21.6 | 155.2 | -25.6 | 30.0 | 0.0 | -57.7 | 22.4 | 5.5 | 111.5 | 30.0 | 122.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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