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FDKNX: FIDELITY FREEDOM K 2060 FUND FIDELITY FREEDOM K 2060 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/12/2014 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 2.93% |
Expenses | 0.05% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 08/12/2014 |
2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.1 | 8.0 | 13.7 | 8.7 | -0.2 | 2.4 |
Sharpe Ratio | NA | 2.37 | 0.59 | 0.64 | 2.9 | 0.63 | -0.01 | 0.54 |
Draw Down(%) | NA | 4.5 | 17.9 | 17.9 | 1.8 | 12.0 | 12.5 | 7.7 |
Standard Deviation(%) | NA | 7.3 | 12.1 | 12.0 | 6.8 | 13.4 | 13.4 | 11.9 |
Treynor Ratio | NA | 0.2 | 0.08 | 0.09 | 0.23 | 0.09 | 0.0 | 0.08 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.04 |
Beta | NA | 0.88 | 0.89 | 0.89 | 0.87 | 0.99 | 0.84 | 0.82 |
RSquared | NA | 0.87 | 0.92 | 0.93 | 0.85 | 0.94 | 0.95 | 0.9 |
Yield(%) | N/A | 2.9 | 2.8 | N/A | 1.5 | 3.1 | 2.4 | 1.7 |
Dividend Growth(%) | N/A | -19.0 | N/A | N/A | -46.7 | 25.0 | 41.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2014
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