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FFFLX: FIDELITY ADVISOR FREEDOM 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 12.67 0.04(0.32%) April 29
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (73%) |
Start Date: | 06/14/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.70% |
Expenses | 1.00% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/14/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 5.7 | 17.6 | 2.6 | 8.7 | 8.2 | 10.5 | 6.9 | 18.9 | -18.3 | 15.7 | 17.2 | 26.3 | -8.5 | 21.4 | 8.2 | -1.1 | 5.3 | 21.2 | 14.7 | -5.6 | 16.4 | 33.7 | -42.4 | 9.6 | 15.9 |
Sharpe Ratio | NA | 1.35 | 1.39 | 0.01 | 0.39 | 0.47 | NA | 0.33 | 1.29 | -0.95 | 1.27 | 0.6 | 2.39 | -0.71 | 3.36 | 0.6 | -0.08 | 0.53 | 2.36 | 1.3 | -0.27 | 0.93 | 1.25 | -1.15 | 0.46 | 2.92 |
Draw Down(%) | NA | 4.9 | 10.8 | 27.5 | 31.2 | 31.2 | NA | 58.3 | 10.8 | 26.1 | 6.1 | 31.2 | 5.8 | 18.2 | 1.9 | 11.7 | 12.7 | 7.8 | 6.4 | 10.5 | 21.9 | 14.9 | 26.1 | 52.3 | 9.5 | 4.6 |
Standard Deviation(%) | NA | 10.3 | 10.7 | 15.1 | 18.0 | 15.2 | NA | 17.9 | 11.4 | 20.9 | 12.3 | 28.3 | 10.4 | 13.9 | 6.2 | 13.4 | 13.5 | 9.9 | 9.0 | 11.3 | 20.9 | 17.7 | 26.9 | 37.6 | 14.3 | 9.4 |
Treynor Ratio | NA | 0.17 | 0.18 | 0.0 | 0.09 | 0.09 | NA | 0.07 | 0.19 | -0.24 | 0.18 | 0.21 | 0.31 | -0.12 | 0.24 | 0.08 | -0.01 | 0.06 | 0.27 | 0.17 | -0.06 | 0.17 | 0.34 | -0.48 | 0.08 | 0.29 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.02 | -0.06 | 0.02 | 0.0 |
Beta | NA | 0.82 | 0.84 | 0.82 | 0.81 | 0.82 | NA | 0.87 | 0.8 | 0.82 | 0.86 | 0.79 | 0.81 | 0.79 | 0.87 | 0.99 | 0.85 | 0.84 | 0.78 | 0.86 | 0.88 | 0.96 | 0.97 | 0.91 | 0.87 | 0.96 |
RSquared | NA | 0.85 | 0.85 | 0.88 | 0.92 | 0.92 | NA | 0.95 | 0.84 | 0.91 | 0.84 | 0.95 | 0.95 | 0.95 | 0.87 | 0.94 | 0.96 | 0.92 | 0.93 | 0.94 | 0.96 | 0.97 | 0.98 | 0.98 | 0.95 | 0.94 |
Yield(%) | N/A | 0.0 | 1.4 | 5.8 | 6.8 | 6.7 | 9.5 | N/A | 1.5 | 7.8 | 9.9 | 5.7 | 7.9 | 9.3 | 4.8 | 4.8 | 4.6 | 8.3 | 6.7 | 2.2 | 2.8 | 2.1 | 2.6 | 3.7 | 2.6 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -86.1 | -4.2 | 13.0 | N/A | N/A | N/A | -86.1 | -16.3 | 89.7 | -15.0 | -30.4 | 125.5 | 6.2 | -2.0 | -46.2 | 37.9 | 247.4 | -29.6 | 50.0 | 5.9 | -59.5 | 50.0 | 86.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2006
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