Find A Portfolio/Ticker
Comparison Box
FDKLX: FIDELITY FREEDOM INDEX 2060 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 17.5 0.04(0.23%) May 16
Asset Class: | Target Date 2060+ |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/12/2014 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.07% |
Expenses | 0.06% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/12/2014 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 8.2 | 21.2 | 4.5 | 10.0 | 8.5 | 19.9 | -18.1 | 15.9 | 16.4 | 26.1 | -7.2 | 20.6 | 9.3 | -1.5 | 2.2 |
Sharpe Ratio | NA | 1.58 | 1.4 | 0.1 | 0.44 | 0.48 | 1.38 | -0.96 | 1.4 | 0.56 | 2.43 | -0.62 | 3.4 | 0.73 | -0.12 | 0.5 |
Draw Down(%) | NA | 5.0 | 11.0 | 26.1 | 30.7 | 30.7 | 11.0 | 25.7 | 5.0 | 30.7 | 5.4 | 16.8 | 1.7 | 10.1 | 12.3 | 7.5 |
Standard Deviation(%) | NA | 10.1 | 10.6 | 14.7 | 17.8 | 15.1 | 11.4 | 20.4 | 11.4 | 28.5 | 10.2 | 13.8 | 5.9 | 12.5 | 13.0 | 11.3 |
Treynor Ratio | NA | 0.2 | 0.17 | 0.02 | 0.1 | 0.09 | 0.19 | -0.24 | 0.19 | 0.2 | 0.31 | -0.11 | 0.25 | 0.1 | -0.02 | 0.07 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.04 |
Beta | NA | 0.82 | 0.87 | 0.82 | 0.81 | 0.82 | 0.83 | 0.82 | 0.83 | 0.81 | 0.8 | 0.79 | 0.81 | 0.93 | 0.82 | 0.78 |
RSquared | NA | 0.89 | 0.89 | 0.93 | 0.95 | 0.95 | 0.9 | 0.95 | 0.91 | 0.97 | 0.96 | 0.97 | 0.85 | 0.95 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 2.1 | 1.8 | 3.2 | N/A | 2.3 | 1.6 | 2.1 | 2.0 | 8.0 | 2.1 | 2.5 | 2.6 | 1.8 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | 16.8 | -39.8 | N/A | N/A | 14.8 | -15.6 | 18.5 | -69.7 | 242.3 | 0.0 | 4.0 | 38.9 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2014
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 2060+ Asset Class Trend Rankings |