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FFKAX: FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.34% |
Expenses | 0.39% |
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Performance Analytics (As of 09/13/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 6.6 | 4.1 | 4.0 | 5.5 | 6.3 | 5.1 | 0.1 | 4.0 | 4.5 | 6.4 | 2.1 | 7.2 | 9.1 |
Sharpe Ratio | NA | 2.46 | 1.1 | 1.24 | 1.52 | 3.91 | 1.2 | 0.03 | 1.51 | 1.59 | 2.5 | 0.47 | 1.72 | 4.58 |
Draw Down(%) | NA | 1.9 | 6.0 | 6.0 | 6.0 | 0.8 | 3.1 | 4.5 | 1.8 | 3.3 | 2.0 | 4.5 | 3.0 | 1.5 |
Standard Deviation(%) | NA | 2.5 | 3.5 | 3.2 | 3.5 | 2.2 | 4.1 | 3.8 | 2.6 | 2.8 | 2.6 | 4.5 | 4.1 | 4.3 |
Treynor Ratio | NA | 0.07 | 0.04 | 0.05 | 0.07 | 0.1 | 0.05 | 0.0 | 0.05 | 0.06 | 0.1 | 0.03 | 0.1 | 0.26 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.85 | 0.87 | 0.81 | 0.76 | 0.83 | 0.93 | 0.84 | 0.78 | 0.69 | 0.66 | 0.72 | 0.74 | 0.77 |
RSquared | NA | 0.84 | 0.91 | 0.89 | 0.89 | 0.79 | 0.93 | 0.92 | 0.89 | 0.9 | 0.85 | 0.93 | 0.91 | 0.83 |
Yield(%) | N/A | 3.8 | 3.6 | 3.6 | N/A | 2.5 | 2.7 | 4.3 | 4.9 | 2.1 | 2.8 | 3.2 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | 25.0 | 10.3 | N/A | N/A | -6.5 | -39.2 | -13.6 | 136.0 | -21.9 | -13.5 | 60.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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