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FFEZX: FIDELITY FREEDOM INDEX 2035 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 22.06 0.2(0.91%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.74% |
Expenses | 0.12% |
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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 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 2.6 | 13.0 | 1.9 | 7.4 | 7.0 | 17.3 | -17.5 | 13.8 | 15.6 | 25.0 | -6.7 | 20.4 | 9.5 | -3.8 |
Sharpe Ratio | NA | 0.5 | 1.07 | -0.05 | 0.36 | 0.46 | 1.35 | -1.07 | 1.37 | 0.59 | 2.49 | -0.61 | 3.49 | 0.74 | -0.5 |
Draw Down(%) | NA | 4.4 | 9.7 | 24.8 | 28.5 | 28.5 | 9.7 | 24.3 | 4.4 | 28.5 | 4.9 | 16.0 | 1.8 | 10.1 | 11.1 |
Standard Deviation(%) | NA | 8.4 | 9.1 | 12.7 | 15.9 | 14.1 | 9.7 | 17.7 | 10.1 | 25.8 | 9.5 | 13.2 | 5.7 | 12.5 | 15.0 |
Treynor Ratio | NA | 0.06 | 0.14 | -0.01 | 0.08 | 0.09 | 0.2 | -0.27 | 0.2 | 0.21 | 0.32 | -0.11 | 0.26 | 0.1 | -0.09 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
Beta | NA | 0.66 | 0.7 | 0.68 | 0.71 | 0.73 | 0.67 | 0.69 | 0.7 | 0.73 | 0.73 | 0.76 | 0.77 | 0.9 | 0.83 |
RSquared | NA | 0.86 | 0.87 | 0.92 | 0.95 | 0.95 | 0.86 | 0.95 | 0.92 | 0.98 | 0.96 | 0.97 | 0.91 | 0.95 | 0.97 |
Yield(%) | N/A | 0.0 | 2.3 | 2.0 | 4.9 | N/A | 2.5 | 1.7 | 2.3 | 2.4 | 17.4 | 2.1 | 2.2 | 2.2 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | 15.0 | N/A | N/A | N/A | 15.0 | -14.9 | 4.4 | -84.9 | 664.1 | 11.4 | 9.4 | 6.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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