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FFIKX: Fidelity Freedom Index 2065 Fund Institutional Premium Class (MUTUAL FUND)
Basic Info 16.09 0.15(0.92%) August 01
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 07/01/2019 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.00% |
| Expenses | 0.08% |
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Performance Analytics (As of 08/01/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 07/01/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 9.9 | 14.4 | 12.8 | 10.7 | 10.1 | 14.2 | 19.9 | -18.2 | 16.0 | 16.5 | 7.9 |
| Sharpe Ratio | NA | 0.82 | 0.72 | 0.66 | 0.59 | 0.47 | 0.98 | 1.43 | -0.96 | 1.39 | 0.57 | 1.56 |
| Draw Down(%) | NA | 14.7 | 14.7 | 15.8 | 26.2 | 30.7 | 7.0 | 10.9 | 25.8 | 5.0 | 30.7 | 5.0 |
| Standard Deviation(%) | NA | 17.7 | 15.5 | 14.2 | 14.5 | 17.4 | 10.8 | 11.4 | 20.4 | 11.4 | 28.6 | 9.7 |
| Treynor Ratio | NA | 0.19 | 0.15 | 0.12 | 0.11 | 0.11 | 0.14 | 0.2 | -0.25 | 0.2 | 0.21 | 0.24 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 0.76 | 0.75 | 0.79 | 0.79 | 0.78 | 0.78 | 0.8 | 0.8 | 0.81 | 0.77 | 0.64 |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.94 | 0.92 | 0.88 | 0.91 | 0.96 | 0.94 | 0.9 | 0.69 |
| Yield(%) | N/A | 0.1 | 2.0 | 2.1 | 2.2 | N/A | 2.2 | 2.2 | 1.6 | 2.1 | 2.1 | 2.2 |
| Dividend Growth(%) | N/A | -96.8 | 14.8 | 7.9 | N/A | N/A | 13.3 | 11.7 | -10.1 | 12.7 | 0.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2019
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