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FFFPX: FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I (MUTUAL FUND)
Basic Info 14.24 0.25(1.79%) May 02
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/14/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.00% |
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Performance Analytics (As of 05/02/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/14/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 3.4 | 11.2 | 6.8 | 8.3 | 6.2 | 7.5 | 6.2 | 13.3 | 19.1 | -24.6 | 7.9 | 11.5 | 26.6 | -8.3 | 21.6 | 8.4 | -0.7 | 5.4 | 21.6 | 15.0 | -5.4 | 16.6 | 34.2 | -42.3 | 9.8 | 16.0 |
Sharpe Ratio | NA | 0.33 | 0.3 | 0.15 | 0.36 | 0.29 | NA | 0.28 | 0.58 | 1.3 | -1.22 | 0.61 | 0.39 | 2.4 | -0.7 | 3.4 | 0.61 | -0.05 | 0.53 | 2.39 | 1.34 | -0.26 | 0.94 | 1.26 | -1.15 | 0.48 | 2.94 |
Draw Down(%) | NA | 15.1 | 15.1 | 22.8 | 35.0 | 35.0 | NA | 58.0 | 7.6 | 10.8 | 31.8 | 6.4 | 31.2 | 5.9 | 17.9 | 1.9 | 11.8 | 12.7 | 7.8 | 6.4 | 10.4 | 21.8 | 14.8 | 26.1 | 52.1 | 9.4 | 4.6 |
Standard Deviation(%) | NA | 23.0 | 16.4 | 16.0 | 15.8 | 15.9 | NA | 17.9 | 11.5 | 11.5 | 21.4 | 12.8 | 28.5 | 10.5 | 13.8 | 6.2 | 13.3 | 13.4 | 10.3 | 9.0 | 11.3 | 20.9 | 17.6 | 27.0 | 37.5 | 14.4 | 9.5 |
Treynor Ratio | NA | 0.1 | 0.06 | 0.03 | 0.07 | 0.06 | NA | 0.06 | 0.08 | 0.19 | -0.33 | 0.09 | 0.15 | 0.31 | -0.12 | 0.24 | 0.08 | -0.01 | 0.06 | 0.27 | 0.18 | -0.06 | 0.17 | 0.35 | -0.48 | 0.08 | 0.29 |
Alpha | NA | 0.07 | 0.0 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.05 | -0.05 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.03 | -0.05 | 0.02 | 0.0 |
Beta | NA | 0.8 | 0.81 | 0.79 | 0.8 | 0.8 | NA | 0.86 | 0.84 | 0.8 | 0.79 | 0.83 | 0.76 | 0.82 | 0.79 | 0.87 | 0.99 | 0.85 | 0.85 | 0.78 | 0.86 | 0.88 | 0.96 | 0.98 | 0.9 | 0.88 | 0.96 |
RSquared | NA | 0.95 | 0.9 | 0.83 | 0.82 | 0.86 | NA | 0.92 | 0.84 | 0.84 | 0.8 | 0.72 | 0.85 | 0.95 | 0.95 | 0.87 | 0.94 | 0.96 | 0.88 | 0.93 | 0.93 | 0.96 | 0.97 | 0.98 | 0.98 | 0.96 | 0.94 |
Yield(%) | N/A | 0.0 | 0.0 | 0.9 | 1.5 | 3.8 | 5.0 | N/A | 0.0 | 1.3 | 1.4 | 2.3 | 1.0 | 8.1 | 9.5 | 5.2 | 5.0 | 4.8 | 8.5 | 7.0 | 2.4 | 3.1 | 2.4 | 2.9 | 3.9 | 2.7 | 1.6 |
Dividend Growth(%) | N/A | N/A | -100.0 | -73.1 | -78.8 | N/A | N/A | N/A | -100.0 | -30.3 | -33.6 | 142.3 | -85.1 | -29.4 | 112.5 | 10.4 | -4.6 | -44.2 | 35.5 | 231.6 | -28.9 | 44.1 | 9.1 | -57.6 | 49.0 | 93.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2006
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