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FFFAX: FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND (MUTUAL FUND)
Basic Info 11.04 0.04(0.36%) July 07
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 12/27/1996 |
| Last Dividend Date: | 06/06/2025 |
| 12-Mo. Yield | 3.12% |
| Expenses | 0.42% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.4 | 7.1 | 5.4 | 3.2 | 3.6 | 4.0 | 3.8 | 4.4 | 4.3 | 8.2 | -11.3 | 3.1 | 8.9 | 10.7 | -1.9 | 6.4 | 5.2 | -0.4 | 3.9 | 4.6 | 6.4 | 2.0 | 7.4 | 16.1 | -12.1 | 4.8 | 6.4 | 3.8 | 3.9 | 7.3 | -0.9 | 2.2 | 6.3 | 7.2 | 11.1 | 10.8 | -0.5 |
| Sharpe Ratio | NA | 1.63 | 0.86 | 0.36 | 0.21 | 0.47 | NA | NA | 0.64 | 0.15 | 0.84 | -1.78 | 0.92 | 1.43 | 3.85 | -1.06 | 2.44 | 1.24 | -0.11 | 1.46 | 1.6 | 2.41 | 0.45 | 1.8 | 2.46 | -1.5 | 0.49 | 1.02 | 0.59 | 0.97 | 1.97 | -0.5 | -0.06 | 0.4 | 0.89 | 1.91 | 1.86 | -14.9 |
| Draw Down(%) | NA | 3.3 | 3.3 | 8.3 | 15.9 | 15.9 | NA | NA | 18.0 | 2.7 | 4.9 | 15.0 | 2.2 | 9.7 | 0.7 | 4.1 | 1.0 | 3.1 | 4.5 | 1.8 | 3.3 | 2.1 | 4.4 | 2.9 | 7.1 | 17.6 | 2.5 | 1.8 | 1.5 | 2.9 | 2.7 | 5.0 | 3.6 | 3.2 | 2.7 | 3.4 | 2.4 | 0.5 |
| Standard Deviation(%) | NA | 5.4 | 5.0 | 5.7 | 5.2 | 4.6 | NA | NA | 4.4 | 4.7 | 5.4 | 7.2 | 3.4 | 6.0 | 2.4 | 3.1 | 2.3 | 4.0 | 3.7 | 2.6 | 2.8 | 2.6 | 4.5 | 4.1 | 6.5 | 8.7 | 3.4 | 2.9 | 2.6 | 3.0 | 3.4 | 4.1 | 4.3 | 5.1 | 4.3 | 4.0 | 3.8 | 3.3 |
| Treynor Ratio | NA | 0.11 | 0.05 | 0.02 | 0.01 | 0.03 | NA | NA | 0.04 | 0.01 | 0.05 | -0.16 | 0.04 | 0.15 | 0.14 | -0.05 | 0.07 | 0.05 | 0.0 | 0.05 | 0.06 | 0.09 | 0.03 | 0.1 | 0.21 | -0.18 | 0.02 | 0.04 | 0.02 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.81 | 0.85 | 0.81 | 0.75 | NA | NA | 0.73 | 0.91 | 0.89 | 0.79 | 0.73 | 0.58 | 0.64 | 0.67 | 0.82 | 0.91 | 0.84 | 0.8 | 0.7 | 0.68 | 0.72 | 0.74 | 0.75 | 0.74 | 0.69 | 0.67 | 0.63 | 0.59 | 0.65 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.87 | 0.9 | 0.89 | 0.86 | NA | NA | 0.69 | 0.9 | 0.89 | 0.92 | 0.82 | 0.85 | 0.73 | 0.86 | 0.61 | 0.93 | 0.93 | 0.91 | 0.92 | 0.86 | 0.93 | 0.92 | 0.92 | 0.95 | 0.88 | 0.81 | 0.72 | 0.67 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.8 | 3.0 | 3.3 | 4.0 | 4.0 | 4.0 | 3.9 | N/A | 3.2 | 3.1 | 4.9 | 5.9 | 4.5 | 3.9 | 4.9 | 3.2 | 3.4 | 3.7 | 5.2 | 4.2 | 2.2 | 2.4 | 2.3 | 3.5 | 4.7 | 5.5 | 4.7 | 2.8 | 2.2 | 2.6 | 2.1 | 4.3 | 7.5 | 5.6 | 5.5 | 5.3 | 1.0 |
| Dividend Growth(%) | N/A | -73.7 | 2.2 | -42.7 | 8.4 | 5.6 | N/A | N/A | N/A | 8.5 | -47.9 | -19.4 | 36.2 | 24.5 | -26.5 | 62.6 | -5.3 | -12.3 | -28.8 | 21.5 | 102.4 | -8.2 | 6.3 | -25.9 | -37.0 | -15.6 | 18.5 | 68.8 | 30.1 | -12.1 | 21.7 | -52.1 | -43.5 | 34.9 | 6.8 | 11.3 | 430.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1996
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