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FFFAX: FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND (MUTUAL FUND)
Basic Info 10.36 0.04(0.39%) April 26
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (24%) |
Start Date: | 12/27/1996 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 2.89% |
Expenses | 0.42% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/09/1997 |
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(%) | 0.5 | -0.4 | 3.8 | -0.9 | 2.5 | 2.9 | 4.3 | 3.5 | 4.2 | 8.2 | -11.3 | 3.2 | 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 | -0.98 | 0.01 | -0.56 | 0.18 | 0.42 | NA | NA | 0.63 | 0.73 | -1.77 | 0.94 | 1.44 | 3.88 | -1.03 | 2.46 | 1.24 | -0.11 | 1.46 | 1.6 | 2.41 | 0.45 | 1.8 | 2.46 | -1.5 | 0.54 | 1.07 | 0.62 | 0.99 | 1.98 | -0.49 | -0.03 | 0.43 | 0.93 | 1.95 | 1.91 | -14.9 |
Draw Down(%) | NA | 2.2 | 4.9 | 15.9 | 15.9 | 15.9 | NA | NA | 18.0 | 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 | 4.9 | 5.3 | 5.6 | 5.3 | 4.4 | NA | NA | 4.4 | 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 | -0.05 | 0.0 | -0.04 | 0.01 | 0.03 | NA | NA | 0.04 | 0.04 | -0.16 | 0.04 | 0.15 | 0.15 | -0.05 | 0.07 | 0.05 | 0.0 | 0.05 | 0.06 | 0.09 | 0.03 | 0.1 | 0.21 | -0.17 | 0.03 | 0.05 | 0.03 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -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 | 0.93 | 0.91 | 0.82 | 0.72 | 0.74 | NA | NA | 0.73 | 0.89 | 0.79 | 0.75 | 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 | 0.91 | 0.9 | 0.9 | 0.86 | 0.86 | NA | NA | 0.68 | 0.89 | 0.92 | 0.87 | 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 | 0.5 | 3.2 | 4.5 | 4.6 | 4.2 | 4.5 | 4.0 | N/A | 3.2 | 5.0 | 6.0 | 4.7 | 4.0 | 4.8 | 3.1 | 3.3 | 3.6 | 5.1 | 4.3 | 2.1 | 2.3 | 2.3 | 3.5 | 4.7 | 5.5 | 4.7 | 2.8 | 2.3 | 2.6 | 2.1 | 4.3 | 7.5 | 5.6 | 5.5 | 5.3 | 1.0 |
Dividend Growth(%) | N/A | -84.4 | -46.8 | 9.1 | 13.8 | 28.2 | N/A | N/A | N/A | -45.8 | -19.2 | 32.7 | 25.0 | -22.8 | 62.9 | -5.4 | -11.9 | -30.0 | 20.0 | 108.3 | -7.7 | 4.0 | -26.5 | -37.0 | -15.6 | 18.5 | 68.8 | 28.0 | -10.7 | 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 05/09/1997
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