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FFGZX: FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 11.44 0.04(0.35%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 3.13% |
Expenses | 0.06% |
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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 | -0.1 | 4.0 | -0.5 | 2.5 | 2.8 | 8.3 | -11.1 | 2.8 | 8.4 | 10.7 | -0.8 | 6.7 | 3.8 | -0.9 |
Sharpe Ratio | NA | -1.06 | 0.05 | -0.52 | 0.16 | 0.4 | 0.78 | -1.76 | 0.88 | 1.34 | 3.89 | -0.68 | 3.32 | 1.12 | -0.49 |
Draw Down(%) | NA | 2.2 | 4.8 | 14.9 | 14.9 | 14.9 | 4.8 | 14.4 | 2.2 | 8.0 | 0.8 | 3.1 | 0.9 | 2.0 | 2.7 |
Standard Deviation(%) | NA | 4.5 | 5.0 | 5.5 | 5.2 | 4.4 | 5.2 | 7.1 | 3.2 | 6.0 | 2.4 | 3.1 | 1.8 | 3.2 | 3.7 |
Treynor Ratio | NA | -0.21 | 0.01 | -0.14 | 0.05 | 0.1 | 0.2 | -0.57 | 0.17 | 0.57 | 0.94 | -0.14 | 0.43 | 0.18 | -0.1 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.23 | 0.25 | 0.21 | 0.17 | 0.17 | 0.21 | 0.22 | 0.16 | 0.14 | 0.1 | 0.16 | 0.14 | 0.2 | 0.19 |
RSquared | NA | 0.36 | 0.37 | 0.46 | 0.5 | 0.53 | 0.29 | 0.58 | 0.49 | 0.68 | 0.28 | 0.71 | 0.29 | 0.71 | 0.83 |
Yield(%) | N/A | 0.4 | 3.1 | 2.6 | 3.4 | N/A | 3.1 | 2.8 | 2.1 | 2.1 | 7.6 | 2.9 | 1.8 | 1.8 | 1.3 |
Dividend Growth(%) | N/A | -85.3 | -5.4 | N/A | N/A | N/A | -2.9 | 29.6 | 8.0 | -71.3 | 148.6 | 66.7 | 5.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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