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FFGZX: FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 12.15 0.01(0.08%) August 01
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 07/11/2025 |
| 12-Mo. Yield | 3.25% |
| Expenses | 0.06% |
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Performance Analytics (As of 08/01/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.0 | 6.1 | 4.5 | 2.5 | 3.6 | 3.6 | 5.0 | 8.3 | -11.1 | 2.8 | 8.6 | 10.7 | -0.8 | 6.7 | 3.8 | -0.9 |
| Sharpe Ratio | NA | 1.23 | 0.67 | 0.21 | 0.07 | 0.49 | 0.5 | 0.33 | 0.9 | -1.76 | 0.88 | 1.38 | 3.86 | -0.7 | 3.3 | 1.11 | -0.49 |
| Draw Down(%) | NA | 2.9 | 2.9 | 8.1 | 14.9 | 14.9 | 14.9 | 2.2 | 4.8 | 14.4 | 2.2 | 8.0 | 0.8 | 3.1 | 0.9 | 2.0 | 2.7 |
| Standard Deviation(%) | NA | 4.7 | 4.4 | 5.4 | 5.0 | 4.4 | 4.4 | 4.3 | 5.2 | 7.1 | 3.2 | 6.0 | 2.4 | 3.1 | 1.8 | 3.2 | 3.7 |
| Treynor Ratio | NA | 0.38 | 0.19 | 0.05 | 0.02 | 0.13 | 0.13 | 0.07 | 0.23 | -0.58 | 0.17 | 0.58 | 0.93 | -0.14 | 0.43 | 0.18 | -0.1 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.15 | 0.15 | 0.21 | 0.19 | 0.17 | 0.17 | 0.2 | 0.21 | 0.22 | 0.16 | 0.14 | 0.1 | 0.16 | 0.14 | 0.2 | 0.19 |
| RSquared | NA | 0.55 | 0.47 | 0.45 | 0.47 | 0.52 | 0.52 | 0.37 | 0.29 | 0.58 | 0.49 | 0.68 | 0.28 | 0.71 | 0.29 | 0.71 | 0.83 |
| Yield(%) | N/A | 1.1 | 3.2 | 3.1 | 2.6 | 3.0 | N/A | 3.2 | 3.0 | 2.7 | 2.1 | 2.3 | 7.6 | 2.9 | 2.0 | 1.7 | 1.2 |
| Dividend Growth(%) | N/A | -64.5 | 9.1 | -23.2 | -14.1 | N/A | N/A | 12.4 | -2.6 | 27.8 | -4.7 | -68.0 | 152.5 | 48.1 | 20.7 | 38.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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