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FFEZX: FIDELITY FREEDOM INDEX 2035 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 28.16 0.63(2.19%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 3.07% |
| Expenses | 0.12% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 6.2 | 18.3 | 14.6 | 7.0 | 10.1 | 9.2 | 17.4 | 11.3 | 17.3 | -17.5 | 13.8 | 15.6 | 25.0 | -6.7 | 20.4 | 9.5 | -3.8 |
| Sharpe Ratio | NA | 1.12 | 1.72 | 1.12 | 0.37 | 0.63 | 0.57 | 1.29 | 0.87 | 1.41 | -1.08 | 1.37 | 0.59 | 2.48 | -0.62 | 3.49 | 0.74 | -0.5 |
| Draw Down(%) | NA | 7.0 | 7.0 | 11.0 | 24.8 | 28.5 | 28.5 | 11.0 | 4.9 | 9.7 | 24.3 | 4.4 | 28.5 | 4.9 | 16.0 | 1.8 | 10.1 | 11.1 |
| Standard Deviation(%) | NA | 11.2 | 9.1 | 10.1 | 11.9 | 13.4 | 13.5 | 11.2 | 8.8 | 9.7 | 17.7 | 10.1 | 25.9 | 9.5 | 13.2 | 5.7 | 12.5 | 15.0 |
| Treynor Ratio | NA | 0.17 | 0.23 | 0.18 | 0.07 | 0.12 | 0.11 | 0.26 | 0.12 | 0.21 | -0.28 | 0.19 | 0.21 | 0.32 | -0.11 | 0.26 | 0.1 | -0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 0.75 | 0.69 | 0.63 | 0.66 | 0.7 | 0.71 | 0.57 | 0.63 | 0.67 | 0.69 | 0.71 | 0.73 | 0.74 | 0.77 | 0.77 | 0.9 | 0.83 |
| RSquared | NA | 0.91 | 0.89 | 0.89 | 0.91 | 0.94 | 0.94 | 0.93 | 0.85 | 0.86 | 0.95 | 0.94 | 0.98 | 0.96 | 0.97 | 0.92 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | 3.2 | 2.8 | 2.4 | 1.7 | 2.3 | 2.4 | 17.4 | 2.1 | 2.2 | 2.2 | 1.9 |
| Dividend Growth(%) | N/A | -85.0 | N/A | N/A | N/A | N/A | N/A | 25.8 | 29.2 | 17.7 | -17.5 | 4.4 | -84.8 | 667.5 | 11.8 | 8.8 | 4.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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