Find A Portfolio/Ticker
Comparison Box
FFAVX: FIDELITY ADVISOR FREEDOM 2005 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.00% |
| Expenses | 1.47% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/19/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | -2.5 | -0.5 | 2.1 | 3.5 | 3.2 | 3.5 | 2.2 | 8.0 | -14.4 | -1.4 | 4.7 | 12.4 | -2.7 | 10.0 | 5.6 | -0.8 | 4.1 | 7.7 | 8.3 | 0.0 | 11.0 | 24.2 | -25.6 | 7.3 | 9.1 | 5.0 | 6.4 | 3.6 |
| Sharpe Ratio | NA | -1.08 | -1.08 | -0.47 | 0.09 | NA | NA | 0.3 | -1.27 | 0.69 | -2.04 | -0.3 | 0.55 | 3.65 | -0.93 | 3.55 | 0.95 | -0.15 | 0.95 | 1.93 | 1.79 | 0.0 | 1.27 | 1.65 | -1.36 | 0.59 | 1.07 | 0.58 | 1.0 | 9.29 |
| Draw Down(%) | NA | 2.2 | 19.9 | 20.9 | 20.9 | NA | NA | 36.7 | 2.2 | 5.0 | 18.0 | 3.5 | 11.7 | 1.1 | 6.0 | 1.0 | 4.8 | 6.3 | 3.2 | 3.9 | 4.2 | 9.4 | 6.9 | 14.8 | 33.1 | 5.0 | 5.1 | 3.4 | 5.1 | 0.6 |
| Standard Deviation(%) | NA | 3.5 | 6.0 | 6.2 | 5.4 | NA | NA | 7.7 | 3.5 | 5.5 | 7.8 | 4.9 | 8.1 | 3.0 | 4.3 | 2.7 | 5.6 | 5.6 | 4.3 | 3.9 | 4.7 | 8.9 | 8.6 | 14.5 | 19.5 | 7.3 | 5.5 | 4.9 | 5.4 | 4.0 |
| Treynor Ratio | NA | -0.08 | -0.11 | -0.04 | 0.01 | NA | NA | 0.02 | -0.09 | 0.04 | -0.2 | -0.05 | 0.06 | 0.13 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.07 | 0.15 | -0.16 | 0.03 | 0.05 | 0.03 | 0.06 | 0.52 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | -0.01 | 0.08 |
| Beta | NA | 0.46 | 0.62 | 0.67 | 0.76 | NA | NA | 1.12 | 0.47 | 0.88 | 0.8 | 0.27 | 0.76 | 0.88 | 0.97 | 1.06 | 1.27 | 1.26 | 1.26 | 0.95 | 1.17 | 1.41 | 1.49 | 1.64 | 1.63 | 1.39 | 1.2 | 1.04 | 0.95 | 0.71 |
| RSquared | NA | 0.41 | 0.59 | 0.66 | 0.7 | NA | NA | 0.73 | 0.44 | 0.87 | 0.81 | 0.16 | 0.83 | 0.88 | 0.93 | 0.8 | 0.91 | 0.92 | 0.88 | 0.87 | 0.82 | 0.89 | 0.86 | 0.89 | 0.9 | 0.78 | 0.75 | 0.53 | 0.52 | 0.42 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 2.7 | 2.8 | 2.1 | 1.0 | 5.0 | 7.5 | 5.3 | 3.9 | 4.3 | 5.1 | 3.7 | 1.9 | 2.5 | 2.3 | 3.1 | 4.3 | 3.6 | 3.7 | 2.3 | 1.9 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -74.5 | -20.1 | 25.1 | 129.7 | -79.3 | -40.7 | 48.1 | 38.5 | -14.0 | -16.7 | 42.6 | 110.7 | -25.7 | 14.5 | -8.4 | -48.5 | 21.1 | 1.9 | 66.9 | 28.5 | 221.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)
Latest Articles Related to FFAVX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
