Find A Portfolio/Ticker
Comparison Box
FFFDX: FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND (MUTUAL FUND)
Basic Info 14.55 0(0.0%) March 28
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (98%) |
Start Date: | 12/27/1996 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.41% |
Expenses | 0.58% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/25/1997 |
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(%) | 0.3 | 3.7 | 13.1 | 1.5 | 6.0 | 5.9 | 8.5 | 5.8 | 6.4 | 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 | 1.8 | 1.25 | -0.08 | 0.42 | 0.52 | NA | NA | 0.41 | 1.12 | -1.36 | 1.28 | 0.88 | 2.9 | -0.82 | 3.67 | 0.79 | -0.03 | 0.78 | 2.18 | 1.62 | -0.1 | 1.05 | 1.52 | -1.24 | 0.51 | 1.0 | 0.8 | 1.01 | 2.28 | -0.95 | -0.78 | -0.41 | 1.78 | 1.17 | 1.4 | -8.0 |
Draw Down(%) | NA | 1.7 | 7.7 | 22.6 | 22.6 | 22.6 | NA | NA | 45.5 | 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 | 6.9 | 7.3 | 9.4 | 10.4 | 9.1 | NA | NA | 12.2 | 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 | 0.08 | -0.01 | 0.29 | 0.25 | NA | NA | 0.12 | 0.16 | -0.16 | 0.08 | 0.35 | 7.11 | -0.39 | 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 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | NA | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 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 | 1.19 | 1.08 | 1.11 | 0.15 | 0.19 | NA | NA | 0.42 | 0.53 | 1.12 | 1.1 | 0.38 | 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 | 0.97 | 0.81 | 0.94 | 0.15 | 0.19 | NA | NA | 0.26 | 0.44 | 0.98 | 0.94 | 0.39 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) 0.05% (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) 0.0% (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) 0.0% (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) 0.0% (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) 0.08% (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.08% (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) 0.08% (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) 0.12% (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) 0.0% (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) 0.0% (80%)