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FFIZX: FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 23 0.23(1.01%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.72% |
Expenses | 0.12% |
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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(%) | 0.8 | 3.6 | 15.7 | 2.8 | 8.5 | 7.9 | 19.4 | -18.1 | 16.0 | 16.5 | 26.1 | -7.2 | 20.6 | 9.5 | -3.9 |
Sharpe Ratio | NA | 0.83 | 1.23 | 0.02 | 0.38 | 0.47 | 1.38 | -0.97 | 1.4 | 0.57 | 2.42 | -0.62 | 3.48 | 0.75 | -0.5 |
Draw Down(%) | NA | 4.8 | 10.7 | 26.1 | 30.7 | 30.7 | 10.7 | 25.6 | 5.0 | 30.7 | 5.3 | 16.8 | 1.9 | 10.1 | 11.1 |
Standard Deviation(%) | NA | 9.5 | 10.2 | 14.5 | 17.7 | 15.4 | 11.1 | 20.1 | 11.4 | 28.5 | 10.2 | 13.7 | 5.8 | 12.5 | 15.0 |
Treynor Ratio | NA | 0.1 | 0.16 | 0.0 | 0.09 | 0.09 | 0.2 | -0.25 | 0.2 | 0.2 | 0.31 | -0.11 | 0.26 | 0.1 | -0.09 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
Beta | NA | 0.76 | 0.81 | 0.79 | 0.8 | 0.8 | 0.78 | 0.79 | 0.8 | 0.8 | 0.79 | 0.8 | 0.78 | 0.9 | 0.83 |
RSquared | NA | 0.91 | 0.91 | 0.94 | 0.96 | 0.96 | 0.91 | 0.96 | 0.92 | 0.98 | 0.97 | 0.97 | 0.91 | 0.96 | 0.97 |
Yield(%) | N/A | 0.0 | 2.2 | 2.0 | 5.2 | N/A | 2.4 | 1.7 | 2.4 | 2.3 | 19.5 | 2.1 | 2.2 | 2.3 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | 9.8 | N/A | N/A | N/A | 9.8 | -16.3 | 16.7 | -87.4 | 735.0 | 14.3 | 6.1 | 6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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