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FFFVX: FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND (MUTUAL FUND)
Basic Info 11.17 0.03(0.27%) March 27
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (87%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.92% |
Expenses | 0.42% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.4 | 7.0 | 0.3 | 3.4 | 3.8 | 6.2 | 4.3 | 4.5 | 8.4 | -11.9 | 3.9 | 9.7 | 12.3 | -2.6 | 10.5 | 5.9 | -0.3 | 4.5 | 8.0 | 8.8 | 0.2 | 10.6 | 23.4 | -24.4 | 7.3 | 9.2 | 5.7 | 6.9 | 3.6 |
Sharpe Ratio | NA | 0.26 | 0.51 | -0.36 | 0.31 | 0.53 | NA | NA | 0.45 | 0.77 | -1.77 | 1.04 | 1.23 | 3.76 | -0.91 | 3.68 | 1.01 | -0.07 | 1.06 | 1.99 | 1.82 | 0.02 | 1.22 | 1.67 | -1.32 | 0.55 | 1.03 | 0.73 | 1.08 | 8.2 |
Draw Down(%) | NA | 1.5 | 4.9 | 16.5 | 16.5 | 16.5 | NA | NA | 35.5 | 4.9 | 15.6 | 2.3 | 11.6 | 1.0 | 6.1 | 0.9 | 4.8 | 6.1 | 3.2 | 4.0 | 4.1 | 9.4 | 6.9 | 14.3 | 32.3 | 5.6 | 5.4 | 3.2 | 4.8 | 0.6 |
Standard Deviation(%) | NA | 4.7 | 5.2 | 5.8 | 5.8 | 5.2 | NA | NA | 7.7 | 5.5 | 7.5 | 3.8 | 7.6 | 2.9 | 4.3 | 2.7 | 5.7 | 5.5 | 4.2 | 4.0 | 4.8 | 9.1 | 8.6 | 14.0 | 19.2 | 7.8 | 5.8 | 4.8 | 5.6 | 4.3 |
Treynor Ratio | NA | 0.01 | 0.03 | -0.02 | 0.02 | 0.03 | NA | NA | 0.03 | 0.05 | -0.16 | 0.05 | 0.12 | 0.13 | -0.04 | 0.1 | 0.04 | 0.0 | 0.04 | 0.08 | 0.07 | 0.0 | 0.07 | 0.15 | -0.16 | 0.03 | 0.05 | 0.03 | 0.06 | 0.48 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.08 |
Beta | NA | 0.89 | 0.85 | 0.84 | 0.81 | 0.89 | NA | NA | 1.2 | 0.85 | 0.83 | 0.85 | 0.76 | 0.85 | 0.96 | 1.04 | 1.28 | 1.25 | 1.26 | 0.97 | 1.21 | 1.42 | 1.49 | 1.57 | 1.62 | 1.47 | 1.26 | 1.04 | 0.99 | 0.74 |
RSquared | NA | 0.9 | 0.76 | 0.88 | 0.9 | 0.87 | NA | NA | 0.8 | 0.77 | 0.94 | 0.9 | 0.93 | 0.89 | 0.92 | 0.74 | 0.91 | 0.92 | 0.88 | 0.87 | 0.83 | 0.89 | 0.85 | 0.89 | 0.91 | 0.78 | 0.72 | 0.55 | 0.54 | 0.39 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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