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FFFVX: FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 06/18/2024 |
| 12-Mo. Yield | 3.37% |
| Expenses | 0.42% |
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Performance Analytics (As of 12/19/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.1 | -2.2 | 0.1 | 2.5 | 3.8 | 3.6 | 3.9 | 2.4 | 8.4 | -14.2 | -1.1 | 6.1 | 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 | -1.06 | -1.01 | -0.38 | 0.17 | NA | NA | 0.34 | -1.25 | 0.77 | -1.92 | -0.23 | 0.74 | 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 | 2.2 | 19.9 | 20.7 | 20.7 | NA | NA | 35.5 | 2.2 | 4.9 | 17.8 | 3.5 | 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 | 3.3 | 6.2 | 6.2 | 5.4 | NA | NA | 7.6 | 3.3 | 5.5 | 8.1 | 4.8 | 7.9 | 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 | -0.08 | -0.1 | -0.03 | 0.01 | NA | NA | 0.02 | -0.09 | 0.05 | -0.18 | -0.04 | 0.08 | 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 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 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 | 0.44 | 0.64 | 0.69 | 0.77 | NA | NA | 1.12 | 0.46 | 0.89 | 0.85 | 0.27 | 0.77 | 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 | 0.42 | 0.6 | 0.69 | 0.72 | NA | NA | 0.74 | 0.45 | 0.87 | 0.83 | 0.16 | 0.9 | 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 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 3.1 | 2.9 | 2.4 | 1.2 | 4.8 | 5.2 | 4.0 | 3.2 | 3.8 | 3.3 | 2.3 | 2.2 | 2.9 | 2.7 | 3.7 | 4.9 | 5.7 | 4.7 | 2.7 | 1.7 | 0.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -72.4 | -12.0 | 16.6 | 105.2 | -72.6 | -14.2 | 35.7 | 31.6 | -20.4 | 16.3 | 53.5 | 8.5 | -24.1 | 13.9 | -13.3 | -45.2 | -12.9 | 24.5 | 82.8 | 70.6 | 325.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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