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FFFQX: FIDELITY ADVISOR FREEDOM 2050 FUND CLASS M (MUTUAL FUND)
Basic Info 12.96 0.05(0.38%) May 16
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (72%) |
Start Date: | 06/05/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.18% |
Expenses | 1.00% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 9.3 | 21.9 | 3.7 | 9.8 | 8.1 | 10.3 | 6.5 | 18.6 | -18.5 | 15.4 | 16.8 | 26.0 | -8.7 | 21.0 | 7.9 | -1.3 | 5.1 | 20.8 | 14.4 | -5.8 | 15.9 | 33.7 | -42.6 | 9.3 | 10.8 |
Sharpe Ratio | NA | 1.88 | 1.48 | 0.05 | 0.43 | 0.46 | NA | 0.31 | 1.27 | -0.96 | 1.25 | 0.58 | 2.35 | -0.72 | 3.25 | 0.57 | -0.1 | 0.49 | 2.31 | 1.28 | -0.28 | 0.9 | 1.25 | -1.16 | 0.44 | 1.64 |
Draw Down(%) | NA | 4.8 | 10.9 | 27.6 | 31.3 | 31.3 | NA | 58.3 | 10.9 | 26.3 | 6.1 | 31.3 | 5.8 | 18.3 | 2.0 | 11.8 | 12.9 | 7.9 | 6.4 | 10.5 | 22.0 | 14.9 | 26.1 | 52.4 | 9.5 | 4.8 |
Standard Deviation(%) | NA | 10.6 | 10.8 | 15.1 | 18.0 | 15.2 | NA | 17.9 | 11.4 | 20.8 | 12.3 | 28.3 | 10.5 | 13.8 | 6.3 | 13.4 | 13.4 | 10.3 | 9.0 | 11.3 | 20.9 | 17.7 | 26.8 | 37.5 | 14.3 | 9.8 |
Treynor Ratio | NA | 0.24 | 0.19 | 0.01 | 0.1 | 0.09 | NA | 0.06 | 0.18 | -0.24 | 0.18 | 0.21 | 0.3 | -0.13 | 0.23 | 0.08 | -0.02 | 0.06 | 0.26 | 0.17 | -0.07 | 0.16 | 0.35 | -0.48 | 0.07 | 0.17 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.03 | 0.0 | 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 | -0.01 |
Beta | NA | 0.84 | 0.86 | 0.82 | 0.81 | 0.82 | NA | 0.87 | 0.8 | 0.82 | 0.86 | 0.79 | 0.82 | 0.79 | 0.88 | 0.99 | 0.85 | 0.84 | 0.79 | 0.86 | 0.88 | 0.96 | 0.97 | 0.9 | 0.87 | 0.97 |
RSquared | NA | 0.86 | 0.85 | 0.89 | 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 | 0.87 | 0.94 | 0.93 | 0.96 | 0.97 | 0.98 | 0.98 | 0.95 | 0.92 |
Yield(%) | N/A | 0.0 | 1.0 | 4.5 | 6.1 | 6.4 | 8.7 | N/A | 1.3 | 7.6 | 9.7 | 5.5 | 7.7 | 9.2 | 4.7 | 4.5 | 4.4 | 8.1 | 6.5 | 1.8 | 2.6 | 2.0 | 2.5 | 3.6 | 2.4 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -38.9 | -31.3 | -8.7 | N/A | N/A | N/A | -87.6 | -16.7 | 90.9 | -14.3 | -31.9 | 126.0 | 11.1 | -4.3 | -47.2 | 39.1 | 300.0 | -36.0 | 47.1 | 6.2 | -61.0 | 57.7 | 85.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2006
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