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FFFEX: FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND (MUTUAL FUND)
Basic Info 18.74 0.01(0.05%) July 14
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/27/1996 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.62% |
| Expenses | 0.66% |
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Performance Analytics (As of 07/11/2025)
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(%) | 0.3 | 9.0 | 9.4 | 11.0 | 8.2 | 7.6 | 8.5 | 6.7 | 7.0 | 9.2 | 15.4 | -17.0 | 11.5 | 15.6 | 21.8 | -7.0 | 19.8 | 8.1 | -0.2 | 5.7 | 18.0 | 13.6 | -3.1 | 14.0 | 30.6 | -36.9 | 9.3 | 12.9 | 9.1 | 10.5 | 28.4 | -17.3 | -11.7 | -5.1 | 28.6 | 22.0 | 21.2 | -0.7 |
| Sharpe Ratio | NA | 1.15 | 0.55 | 0.74 | 0.56 | 0.52 | NA | NA | 0.38 | 0.67 | 1.35 | -1.21 | 1.32 | 0.75 | 2.64 | -0.78 | 3.55 | 0.66 | -0.02 | 0.59 | 2.37 | 1.49 | -0.19 | 0.94 | 1.34 | -1.17 | 0.46 | 0.97 | 0.8 | 0.96 | 2.21 | -0.99 | -0.84 | -0.48 | 1.89 | 1.11 | 1.35 | -8.0 |
| Draw Down(%) | NA | 10.0 | 10.0 | 13.2 | 24.3 | 24.6 | NA | NA | 51.8 | 4.6 | 8.9 | 23.1 | 4.3 | 24.6 | 4.0 | 15.2 | 1.5 | 10.8 | 11.6 | 7.2 | 6.1 | 8.2 | 17.6 | 12.3 | 22.4 | 46.8 | 9.1 | 9.7 | 6.0 | 8.2 | 10.2 | 27.1 | 26.3 | 15.7 | 7.6 | 20.2 | 8.9 | 0.7 |
| Standard Deviation(%) | NA | 12.9 | 11.2 | 10.8 | 10.9 | 11.9 | NA | NA | 14.5 | 8.4 | 8.8 | 15.3 | 8.7 | 20.4 | 7.7 | 10.9 | 5.4 | 12.0 | 12.2 | 9.6 | 7.6 | 9.2 | 16.9 | 14.8 | 22.7 | 32.4 | 13.4 | 9.8 | 8.5 | 9.9 | 12.5 | 18.6 | 17.1 | 19.4 | 13.3 | 16.7 | 12.9 | 7.6 |
| Treynor Ratio | NA | 0.14 | 0.06 | 0.08 | 0.06 | 0.06 | NA | NA | 0.06 | 0.05 | 0.12 | -0.18 | 0.12 | 0.16 | 0.2 | -0.08 | 0.17 | 0.07 | 0.0 | 0.05 | 0.21 | 0.16 | -0.04 | 0.14 | 0.31 | -0.4 | 0.06 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.05 | 1.03 | 1.01 | 1.01 | NA | NA | 0.96 | 1.06 | 1.01 | 1.0 | 0.99 | 0.94 | 1.02 | 1.05 | 1.14 | 1.16 | 1.13 | 1.15 | 0.85 | 0.86 | 0.87 | 0.96 | 0.97 | 0.93 | 0.95 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.96 | 0.97 | NA | NA | 0.65 | 0.98 | 0.96 | 0.98 | 0.88 | 0.98 | 0.98 | 0.99 | 0.92 | 0.98 | 0.99 | 0.96 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.54 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.2 | 4.6 | 3.9 | 6.4 | 6.2 | 7.3 | 5.8 | N/A | 3.1 | 2.1 | 7.6 | 11.0 | 6.7 | 7.7 | 6.3 | 5.2 | 4.2 | 5.7 | 6.6 | 3.5 | 2.6 | 3.6 | 2.8 | 3.5 | 5.3 | 6.2 | 6.0 | 2.3 | 1.7 | 1.8 | 1.2 | 5.0 | 6.3 | 6.4 | 6.0 | 4.0 | 0.9 |
| Dividend Growth(%) | N/A | -24.4 | 112.3 | -63.9 | 15.6 | 59.1 | N/A | N/A | N/A | 66.8 | -78.9 | -30.3 | 75.4 | -0.6 | 5.6 | 38.0 | 32.3 | -31.9 | -14.0 | 112.7 | 50.4 | -33.1 | 44.4 | 0.6 | -59.9 | -13.1 | 8.8 | 179.1 | 48.2 | 15.8 | 26.7 | -79.5 | -30.5 | 18.0 | 23.6 | 75.6 | 355.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1996
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