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FFFDX: FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND (MUTUAL FUND)
Basic Info 15.17 0.02(0.13%) July 03
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 12/27/1996 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.64% |
| Expenses | 0.58% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 0.6 | 8.0 | 9.8 | 9.0 | 6.5 | 6.2 | 7.4 | 6.0 | 6.6 | 7.3 | 12.8 | -16.1 | 9.0 | 13.8 | 18.0 | -5.2 | 15.6 | 7.3 | -0.2 | 5.3 | 13.2 | 11.8 | -1.4 | 12.9 | 28.9 | -32.1 | 8.5 | 11.6 | 8.1 | 9.6 | 24.9 | -13.7 | -9.1 | -3.0 | 25.4 | 21.6 | 21.2 | -0.7 |
| Sharpe Ratio | NA | 1.36 | 0.76 | 0.63 | 0.49 | 0.52 | NA | NA | 0.41 | 0.52 | 1.2 | -1.37 | 1.28 | 0.88 | 2.89 | -0.83 | 3.66 | 0.79 | -0.03 | 0.78 | 2.18 | 1.62 | -0.1 | 1.05 | 1.52 | -1.24 | 0.49 | 0.98 | 0.79 | 1.01 | 2.28 | -0.95 | -0.79 | -0.42 | 1.77 | 1.16 | 1.39 | -8.0 |
| Draw Down(%) | NA | 7.3 | 7.3 | 12.1 | 22.6 | 22.6 | NA | NA | 45.5 | 3.5 | 7.7 | 21.4 | 3.6 | 19.7 | 2.8 | 11.4 | 1.1 | 8.0 | 8.9 | 5.1 | 5.4 | 6.4 | 14.0 | 10.1 | 19.0 | 41.2 | 7.7 | 8.1 | 5.2 | 7.1 | 8.3 | 22.7 | 22.3 | 13.4 | 7.3 | 18.6 | 8.6 | 0.7 |
| Standard Deviation(%) | NA | 10.0 | 8.7 | 9.0 | 9.0 | 9.3 | NA | NA | 12.1 | 7.0 | 7.7 | 12.8 | 7.0 | 15.4 | 5.7 | 8.0 | 4.1 | 8.9 | 8.9 | 6.8 | 6.1 | 7.3 | 13.4 | 12.3 | 19.0 | 26.6 | 11.0 | 8.4 | 7.4 | 8.5 | 10.6 | 15.6 | 14.7 | 17.4 | 12.4 | 15.6 | 12.6 | 7.6 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.05 | 0.04 | 0.22 | NA | NA | 0.11 | 0.03 | 0.08 | -0.16 | 0.08 | 0.14 | 7.08 | -0.4 | 0.14 | 0.06 | 0.0 | 0.05 | 0.16 | 0.14 | -0.02 | 0.13 | 0.29 | -0.35 | 0.06 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.3 | 1.29 | 1.19 | 1.15 | 0.22 | NA | NA | 0.46 | 1.25 | 1.16 | 1.13 | 1.08 | 0.95 | 0.02 | 0.17 | 1.06 | 1.1 | 1.06 | 1.04 | 0.84 | 0.87 | 0.87 | 0.99 | 0.99 | 0.94 | 0.97 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.98 | 0.97 | 0.96 | 0.21 | NA | NA | 0.29 | 0.97 | 0.96 | 0.98 | 0.87 | 0.98 | 0.04 | 0.2 | 0.88 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.4 | 5.6 | 4.6 | 6.8 | 6.3 | 7.1 | 5.8 | N/A | 4.8 | 2.9 | 7.5 | 11.7 | 7.2 | 7.2 | 6.4 | 4.9 | 4.0 | 5.3 | 6.8 | 4.0 | 2.6 | 3.5 | 2.9 | 3.8 | 5.2 | 6.7 | 5.8 | 2.6 | 2.3 | 2.4 | 1.7 | 4.9 | 8.3 | 7.3 | 4.6 | 4.6 | 0.9 |
| Dividend Growth(%) | N/A | -48.7 | 52.6 | -59.9 | 22.7 | 48.7 | N/A | N/A | N/A | 81.8 | -70.5 | -37.6 | 70.0 | 11.4 | 0.0 | 42.3 | 29.1 | -29.0 | -23.4 | 81.8 | 67.3 | -28.2 | 31.0 | -4.9 | -52.7 | -20.7 | 19.5 | 139.7 | 23.1 | 13.5 | 18.2 | -68.1 | -48.9 | 32.4 | 85.5 | 17.0 | 422.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1996
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See Target Date 2016-2020 Asset Class Trend Rankings |
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