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FDKVX: FIDELITY FREEDOM 2060 FUND FIDELITY FREEDOM 2060 FUND (MUTUAL FUND)
Basic Info 15.9 0.1(0.62%) July 11
| Asset Class: | Target Date 2060+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/2014 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 3.76% |
| Expenses | 0.65% |
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Performance Analytics (As of 07/11/2025)
| 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(%) | -0.4 | 11.8 | 12.6 | 15.5 | 8.4 | 7.5 | 7.5 | 11.9 | 19.5 | -24.4 | 7.8 | 14.3 | 25.4 | -8.9 | 22.1 | 8.6 | -0.2 | 2.5 |
| Sharpe Ratio | NA | 1.07 | 0.56 | 0.82 | 0.41 | 0.38 | 0.4 | 0.45 | 1.33 | -1.17 | 0.6 | 0.5 | 2.33 | -0.76 | 3.36 | 0.63 | -0.02 | 0.55 |
| Draw Down(%) | NA | 15.4 | 15.4 | 15.4 | 34.5 | 34.5 | 34.5 | 7.7 | 10.8 | 30.9 | 6.0 | 31.0 | 5.7 | 18.6 | 1.9 | 11.9 | 12.5 | 7.7 |
| Standard Deviation(%) | NA | 19.4 | 16.7 | 14.8 | 15.6 | 15.9 | 15.5 | 11.8 | 11.6 | 22.1 | 12.9 | 27.7 | 10.3 | 13.6 | 6.4 | 13.4 | 13.3 | 11.8 |
| Treynor Ratio | NA | 0.26 | 0.12 | 0.15 | 0.08 | 0.08 | 0.08 | 0.06 | 0.19 | -0.31 | 0.09 | 0.19 | 0.3 | -0.13 | 0.25 | 0.09 | 0.0 | 0.08 |
| Alpha | NA | 0.04 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | -0.05 | -0.05 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.04 |
| Beta | NA | 0.79 | 0.8 | 0.81 | 0.81 | 0.79 | 0.8 | 0.85 | 0.82 | 0.82 | 0.82 | 0.73 | 0.8 | 0.77 | 0.85 | 0.99 | 0.84 | 0.82 |
| RSquared | NA | 0.93 | 0.91 | 0.89 | 0.83 | 0.86 | 0.86 | 0.85 | 0.85 | 0.82 | 0.7 | 0.86 | 0.94 | 0.94 | 0.79 | 0.94 | 0.95 | 0.9 |
| Yield(%) | N/A | 2.3 | 3.7 | 3.0 | 2.5 | 3.5 | N/A | 2.1 | 1.5 | 1.5 | 2.4 | 1.2 | 7.0 | 5.0 | 3.8 | 3.1 | 2.9 | 1.7 |
| Dividend Growth(%) | N/A | 21.8 | 145.2 | 23.5 | -35.2 | N/A | N/A | 67.3 | -29.9 | -30.2 | 128.3 | -80.3 | 19.5 | 55.7 | 31.7 | 1.7 | 74.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2014
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