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FFEDX: FIDELITY FREEDOM INDEX 2025 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 17.92 0.14(0.79%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.23% |
Expenses | 0.06% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 1.2 | 9.0 | 0.4 | 5.3 | 5.3 | 13.9 | -16.6 | 9.6 | 13.6 | 19.7 | -4.5 | 15.2 | 7.5 | -2.8 |
Sharpe Ratio | NA | -0.07 | 0.68 | -0.21 | 0.31 | 0.45 | 1.18 | -1.29 | 1.31 | 0.74 | 2.87 | -0.63 | 3.64 | 0.81 | -0.5 |
Draw Down(%) | NA | 3.9 | 8.6 | 22.6 | 22.6 | 22.6 | 8.6 | 22.1 | 3.4 | 20.8 | 3.0 | 11.3 | 1.2 | 7.1 | 8.3 |
Standard Deviation(%) | NA | 7.3 | 7.9 | 10.1 | 11.7 | 10.3 | 8.3 | 13.9 | 7.3 | 17.9 | 6.4 | 9.1 | 4.0 | 9.0 | 11.0 |
Treynor Ratio | NA | -0.01 | 0.1 | -0.04 | 0.07 | 0.09 | 0.19 | -0.34 | 0.19 | 0.27 | 0.38 | -0.11 | 0.28 | 0.11 | -0.09 |
Alpha | NA | -0.04 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.0 | -0.02 |
Beta | NA | 0.52 | 0.56 | 0.52 | 0.51 | 0.52 | 0.51 | 0.53 | 0.5 | 0.5 | 0.48 | 0.53 | 0.52 | 0.64 | 0.6 |
RSquared | NA | 0.73 | 0.73 | 0.84 | 0.9 | 0.91 | 0.7 | 0.89 | 0.89 | 0.96 | 0.92 | 0.96 | 0.84 | 0.94 | 0.96 |
Yield(%) | N/A | 0.0 | 2.5 | 2.2 | 4.6 | N/A | 2.6 | 2.2 | 2.4 | 2.7 | 14.5 | 2.2 | 2.1 | 2.0 | 1.8 |
Dividend Growth(%) | N/A | -100.0 | -2.3 | N/A | N/A | N/A | -2.3 | 0.0 | -2.3 | -80.6 | 513.5 | 15.6 | 14.3 | 3.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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