Find A Portfolio/Ticker
Comparison Box
FDTKX: FIDELITY FREEDOM 2025 FUND CLASS K6 (MUTUAL FUND)
Basic Info 14.36 0.01(0.07%) July 08
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.77% |
| Expenses | 0.62% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 8.4 | 9.0 | 9.4 | 3.9 | 4.3 | 6.9 | 14.4 | -21.5 | 2.1 | 9.3 | 19.7 | -5.8 | 7.4 |
| Sharpe Ratio | NA | 1.31 | 0.65 | 0.62 | 0.17 | 0.24 | 0.04 | 1.22 | -1.49 | 0.23 | 0.51 | 2.84 | -0.79 | 3.09 |
| Draw Down(%) | NA | 8.9 | 9.4 | 12.7 | 30.4 | 30.4 | 4.5 | 8.4 | 26.4 | 5.4 | 21.7 | 3.2 | 12.6 | 1.4 |
| Standard Deviation(%) | NA | 11.9 | 10.3 | 10.1 | 10.7 | 11.0 | 8.0 | 8.4 | 15.4 | 9.1 | 17.6 | 6.4 | 9.0 | 4.1 |
| Treynor Ratio | NA | 0.34 | 0.14 | 0.12 | 0.04 | 0.05 | 0.01 | 0.2 | -0.42 | 0.04 | 0.2 | 0.38 | -0.14 | 0.24 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | -0.06 | -0.04 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta | NA | 0.46 | 0.47 | 0.51 | 0.51 | 0.49 | 0.52 | 0.52 | 0.54 | 0.51 | 0.45 | 0.49 | 0.5 | 0.52 |
| RSquared | NA | 0.86 | 0.81 | 0.77 | 0.71 | 0.76 | 0.7 | 0.66 | 0.73 | 0.55 | 0.8 | 0.89 | 0.92 | 0.7 |
| Yield(%) | N/A | 2.4 | 4.7 | 3.7 | 2.8 | N/A | 2.9 | 2.6 | 2.4 | 2.6 | 1.4 | 7.1 | 6.1 | 3.1 |
| Dividend Growth(%) | N/A | -14.5 | 98.8 | 22.6 | N/A | N/A | 20.7 | -15.6 | -9.2 | 100.5 | -77.8 | 3.2 | 108.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Latest Articles Related to FDTKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
