Find A Portfolio/Ticker
Comparison Box
FFEGX: FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 21.9 0.06(0.27%) August 06
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.57% |
| Expenses | 0.06% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 8.9 | 13.5 | 9.4 | 6.9 | 7.3 | 7.3 | 9.3 | 15.2 | -16.9 | 10.3 | 13.2 | 22.2 | -5.4 | 18.0 | 8.7 | -3.5 |
| Sharpe Ratio | NA | 0.9 | 0.65 | 0.51 | 0.43 | 0.49 | 0.49 | 0.72 | 1.34 | -1.23 | 1.26 | 0.62 | 2.68 | -0.62 | 3.53 | 0.76 | -0.5 |
| Draw Down(%) | NA | 9.4 | 9.4 | 13.5 | 23.5 | 23.8 | 23.8 | 4.1 | 8.9 | 22.8 | 3.7 | 23.8 | 3.8 | 13.5 | 1.6 | 8.9 | 10.1 |
| Standard Deviation(%) | NA | 11.7 | 10.3 | 10.3 | 10.5 | 11.7 | 11.6 | 7.9 | 8.7 | 15.0 | 8.1 | 20.9 | 7.7 | 11.0 | 4.9 | 11.1 | 13.6 |
| Treynor Ratio | NA | 0.22 | 0.14 | 0.1 | 0.08 | 0.1 | 0.1 | 0.1 | 0.21 | -0.32 | 0.18 | 0.22 | 0.35 | -0.11 | 0.27 | 0.11 | -0.09 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.49 | 0.49 | 0.55 | 0.55 | 0.59 | 0.6 | 0.55 | 0.56 | 0.57 | 0.57 | 0.58 | 0.59 | 0.64 | 0.66 | 0.8 | 0.74 |
| RSquared | NA | 0.91 | 0.88 | 0.85 | 0.88 | 0.92 | 0.92 | 0.8 | 0.78 | 0.92 | 0.92 | 0.96 | 0.94 | 0.96 | 0.88 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.3 | 2.6 | 2.5 | 2.2 | 4.1 | N/A | 2.6 | 2.6 | 1.8 | 1.8 | 1.6 | 17.5 | 2.1 | 2.2 | 2.2 | 1.9 |
| Dividend Growth(%) | N/A | -88.5 | 16.9 | -60.8 | -53.4 | N/A | N/A | 14.0 | 14.1 | 13.4 | 23.0 | -90.4 | 656.7 | 14.2 | 8.9 | 5.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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 EQUITY Asset Class Trend Rankings |
Latest Articles Related to FFEGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
