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FDTFX: FIDELITY ADVISOR FREEDOM 2020 FUND CLASS M (MUTUAL FUND)
Basic Info 11.82 0.11(0.94%) May 15
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (54%) |
Start Date: | 07/30/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.99% |
Expenses | 0.51% |
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Performance Analytics (As of 05/14/2024)
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(%) | 0.3 | 2.9 | 9.2 | 0.3 | 5.1 | 5.0 | 7.3 | 5.3 | 5.5 | 11.7 | -16.1 | 8.1 | 12.8 | 18.1 | -5.3 | 14.7 | 6.7 | -1.2 | 4.6 | 12.3 | 11.0 | -1.6 | 13.4 | 29.1 | -33.9 | 8.1 | 11.3 | 6.5 | 8.1 | 11.2 |
Sharpe Ratio | NA | 0.1 | 0.51 | -0.31 | 0.29 | 0.42 | NA | NA | 0.38 | 0.99 | -1.36 | 1.14 | 0.79 | 2.9 | -0.81 | 3.49 | 0.72 | -0.13 | 0.65 | 2.05 | 1.55 | -0.12 | 1.09 | 1.46 | -1.26 | 0.48 | 1.06 | 0.6 | 0.87 | 3.7 |
Draw Down(%) | NA | 3.5 | 7.8 | 22.9 | 22.9 | 22.9 | NA | NA | 47.6 | 7.8 | 21.6 | 3.8 | 20.0 | 2.8 | 11.5 | 1.2 | 7.8 | 9.2 | 5.2 | 5.3 | 6.4 | 14.1 | 10.1 | 20.0 | 42.7 | 7.0 | 7.5 | 5.4 | 7.5 | 2.7 |
Standard Deviation(%) | NA | 7.4 | 7.7 | 9.5 | 10.6 | 9.2 | NA | NA | 11.5 | 7.6 | 12.9 | 7.0 | 15.7 | 5.8 | 8.2 | 4.0 | 8.9 | 8.9 | 7.1 | 6.0 | 7.1 | 13.3 | 12.3 | 19.9 | 27.4 | 10.6 | 7.6 | 7.2 | 8.2 | 7.5 |
Treynor Ratio | NA | 0.01 | 0.04 | -0.03 | 0.2 | 0.2 | NA | NA | 0.1 | 0.14 | -0.16 | 0.07 | 0.32 | 6.7 | -0.38 | 0.13 | 0.06 | -0.01 | 0.04 | 0.15 | 0.13 | -0.02 | 0.13 | 0.28 | -0.36 | 0.06 | 0.09 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 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 | 0.0 | 0.0 | NA | NA | NA |
Beta | NA | 1.19 | 1.09 | 1.11 | 0.15 | 0.2 | NA | NA | 0.43 | 0.52 | 1.13 | 1.1 | 0.39 | 0.02 | 0.17 | 1.07 | 1.1 | 1.05 | 1.03 | 0.83 | 0.85 | 0.87 | 0.99 | 1.04 | 0.97 | 0.93 | 0.93 | NA | NA | NA |
RSquared | NA | 0.88 | 0.79 | 0.93 | 0.15 | 0.19 | NA | NA | 0.4 | 0.43 | 0.98 | 0.94 | 0.39 | 0.05 | 0.21 | 0.91 | 0.98 | 0.98 | 0.86 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.42 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.0 | 4.6 | 6.3 | 6.0 | 7.5 | 5.6 | N/A | 2.1 | 6.9 | 10.2 | 7.0 | 7.0 | 8.0 | 6.0 | 4.2 | 4.6 | 6.2 | 5.3 | 2.1 | 2.6 | 2.3 | 2.9 | 4.8 | 3.9 | 3.9 | 1.7 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -29.7 | -37.2 | -0.4 | 101.1 | N/A | N/A | N/A | -76.6 | -33.8 | 51.1 | 11.9 | -24.3 | 44.2 | 48.1 | -13.3 | -27.7 | 23.9 | 179.2 | -25.0 | 28.0 | 0.0 | -61.5 | 27.5 | 4.1 | 145.0 | 25.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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