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FDKLX: FIDELITY FREEDOM INDEX 2060 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 20.08 0.1(0.50%) July 03
| Asset Class: | Target Date 2060+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/2014 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.04% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/12/2014 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 11.0 | 15.6 | 15.3 | 12.0 | 9.2 | 9.1 | 14.2 | 19.9 | -18.2 | 15.5 | 15.8 | 26.1 | -7.2 | 20.6 | 9.3 | -1.5 | 2.2 |
| Sharpe Ratio | NA | 0.93 | 0.71 | 0.76 | 0.68 | 0.5 | 0.51 | 0.7 | 1.38 | -0.97 | 1.36 | 0.54 | 2.43 | -0.62 | 3.4 | 0.73 | -0.12 | 0.5 |
| Draw Down(%) | NA | 14.7 | 14.7 | 15.8 | 26.3 | 30.7 | 30.7 | 6.9 | 11.0 | 25.8 | 5.0 | 30.7 | 5.4 | 16.8 | 1.7 | 10.1 | 12.3 | 7.5 |
| Standard Deviation(%) | NA | 19.2 | 15.8 | 14.4 | 14.6 | 15.5 | 15.1 | 10.8 | 11.4 | 20.3 | 11.3 | 28.6 | 10.2 | 13.8 | 5.9 | 12.5 | 13.0 | 11.3 |
| Treynor Ratio | NA | 0.23 | 0.15 | 0.14 | 0.12 | 0.1 | 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 | 0.04 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.04 |
| Beta | NA | 0.76 | 0.77 | 0.8 | 0.8 | 0.8 | 0.8 | 0.8 | 0.83 | 0.82 | 0.83 | 0.77 | 0.8 | 0.79 | 0.81 | 0.93 | 0.82 | 0.78 |
| RSquared | NA | 0.94 | 0.93 | 0.92 | 0.93 | 0.92 | 0.92 | 0.88 | 0.9 | 0.95 | 0.91 | 0.89 | 0.96 | 0.97 | 0.85 | 0.95 | 0.96 | 0.9 |
| Yield(%) | N/A | 0.1 | 2.0 | 2.3 | 2.2 | 3.1 | N/A | 2.2 | 2.2 | 1.5 | 1.7 | 1.5 | 8.0 | 2.1 | 2.5 | 2.6 | 1.8 | 1.6 |
| Dividend Growth(%) | N/A | -96.0 | 15.4 | -29.2 | -24.6 | N/A | N/A | 15.0 | 16.3 | 1.9 | 29.0 | -77.5 | 235.1 | 1.5 | 4.0 | 41.0 | 12.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2014
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