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FFIZX: FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 27.25 0.13(0.48%) August 06
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 2.47% |
| Expenses | 0.12% |
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Performance Analytics (As of 08/01/2025)
Not up-to-date? Try| 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(%) | 0.3 | 11.1 | 19.4 | 13.1 | 10.7 | 9.4 | 9.4 | 13.4 | 19.4 | -18.1 | 16.0 | 16.5 | 26.1 | -7.2 | 20.6 | 9.5 | -3.9 |
| Sharpe Ratio | NA | 0.84 | 0.73 | 0.65 | 0.59 | 0.51 | 0.51 | 0.96 | 1.44 | -0.98 | 1.4 | 0.57 | 2.41 | -0.63 | 3.48 | 0.75 | -0.5 |
| Draw Down(%) | NA | 13.5 | 13.5 | 15.7 | 26.1 | 30.7 | 30.7 | 6.3 | 10.7 | 25.6 | 5.0 | 30.7 | 5.3 | 16.8 | 1.9 | 10.1 | 11.1 |
| Standard Deviation(%) | NA | 16.3 | 14.2 | 13.6 | 14.1 | 15.2 | 15.2 | 10.2 | 11.1 | 20.1 | 11.4 | 28.6 | 10.2 | 13.7 | 5.8 | 12.5 | 15.0 |
| Treynor Ratio | NA | 0.2 | 0.15 | 0.12 | 0.11 | 0.1 | 0.1 | 0.13 | 0.21 | -0.25 | 0.2 | 0.2 | 0.31 | -0.11 | 0.26 | 0.1 | -0.09 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 0.69 | 0.69 | 0.75 | 0.77 | 0.79 | 0.79 | 0.74 | 0.78 | 0.79 | 0.81 | 0.8 | 0.79 | 0.8 | 0.78 | 0.9 | 0.83 |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.94 | 0.96 | 0.96 | 0.89 | 0.91 | 0.96 | 0.94 | 0.98 | 0.97 | 0.97 | 0.91 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.3 | 2.5 | 2.4 | 2.5 | 4.5 | N/A | 2.5 | 2.3 | 1.7 | 2.4 | 2.3 | 19.5 | 2.1 | 2.2 | 2.2 | 1.9 |
| Dividend Growth(%) | N/A | -84.9 | 27.0 | -65.8 | -51.4 | N/A | N/A | 23.6 | 10.4 | -17.9 | 16.6 | -87.4 | 742.6 | 12.8 | 8.0 | 6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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