Find A Portfolio/Ticker
Comparison Box
FFEGX: FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 19.24 0.16(0.84%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.02% |
Expenses | 0.06% |
Sign up to get fund ranking change alerts |
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 | 1.7 | 10.5 | 1.0 | 6.1 | 5.9 | 15.2 | -16.8 | 10.9 | 14.4 | 22.2 | -5.4 | 18.0 | 8.7 | -3.5 |
Sharpe Ratio | NA | 0.15 | 0.85 | -0.14 | 0.34 | 0.46 | 1.27 | -1.22 | 1.33 | 0.67 | 2.69 | -0.61 | 3.53 | 0.76 | -0.5 |
Draw Down(%) | NA | 4.1 | 8.9 | 23.3 | 23.8 | 23.8 | 8.9 | 22.7 | 3.7 | 23.8 | 3.8 | 13.5 | 1.6 | 8.9 | 10.1 |
Standard Deviation(%) | NA | 7.6 | 8.3 | 10.9 | 13.1 | 11.9 | 8.7 | 15.0 | 8.2 | 20.9 | 7.7 | 11.0 | 4.9 | 11.1 | 13.6 |
Treynor Ratio | NA | 0.02 | 0.11 | -0.03 | 0.08 | 0.09 | 0.19 | -0.32 | 0.19 | 0.24 | 0.35 | -0.11 | 0.27 | 0.11 | -0.09 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 |
Beta | NA | 0.57 | 0.61 | 0.57 | 0.58 | 0.61 | 0.56 | 0.58 | 0.56 | 0.58 | 0.59 | 0.64 | 0.66 | 0.8 | 0.74 |
RSquared | NA | 0.79 | 0.8 | 0.88 | 0.93 | 0.93 | 0.78 | 0.92 | 0.9 | 0.97 | 0.94 | 0.96 | 0.88 | 0.95 | 0.97 |
Yield(%) | N/A | 0.0 | 2.5 | 2.2 | 5.1 | N/A | 2.6 | 2.0 | 2.4 | 2.7 | 17.6 | 2.1 | 2.1 | 2.2 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | 7.3 | N/A | N/A | N/A | 7.3 | -10.9 | -2.1 | -83.6 | 655.3 | 15.2 | 6.5 | 6.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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 |