Find A Portfolio/Ticker
Comparison Box
FFGFX: FIDELITY FREEDOM INDEX 2005 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 12.57 0.05(0.40%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.75% |
Expenses | 0.12% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -0.2 | 4.1 | -0.5 | 2.8 | 3.1 | 8.6 | -11.5 | 3.6 | 9.2 | 12.4 | -1.5 | 8.9 | 4.9 | -1.5 |
Sharpe Ratio | NA | -1.15 | 0.04 | -0.52 | 0.2 | 0.43 | 0.82 | -1.74 | 1.0 | 1.19 | 3.67 | -0.65 | 3.64 | 0.97 | -0.5 |
Draw Down(%) | NA | 2.2 | 4.8 | 15.5 | 15.5 | 15.5 | 4.8 | 15.0 | 2.3 | 9.9 | 1.0 | 4.9 | 0.9 | 3.3 | 4.4 |
Standard Deviation(%) | NA | 4.5 | 5.0 | 5.7 | 5.8 | 5.1 | 5.3 | 7.4 | 3.5 | 7.5 | 3.0 | 4.3 | 2.3 | 4.8 | 5.8 |
Treynor Ratio | NA | -0.23 | 0.01 | -0.13 | 0.06 | 0.1 | 0.21 | -0.55 | 0.18 | 0.46 | 0.62 | -0.12 | 0.34 | 0.14 | -0.09 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.22 | 0.25 | 0.22 | 0.21 | 0.22 | 0.21 | 0.24 | 0.2 | 0.19 | 0.18 | 0.24 | 0.25 | 0.33 | 0.31 |
RSquared | NA | 0.35 | 0.36 | 0.5 | 0.6 | 0.65 | 0.28 | 0.62 | 0.6 | 0.8 | 0.56 | 0.86 | 0.57 | 0.87 | 0.91 |
Yield(%) | N/A | 0.0 | 3.0 | 2.9 | 4.3 | N/A | 3.1 | 3.1 | 3.0 | 2.5 | 10.6 | 3.0 | 2.2 | 1.9 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -14.0 | N/A | N/A | N/A | -14.0 | 2.4 | 27.3 | -75.7 | 231.7 | 46.4 | 21.7 | 27.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |