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FFKBX: Fidelity Freedom K 2000 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 05/09/2014 |
12-Mo. Yield | 2.83% |
Expenses | 0.39% |
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Performance Analytics (As of 07/25/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 5.4 | 4.1 | 6.0 | 6.6 | 2.9 | 4.6 | 6.4 | 2.1 | 7.6 | 9.9 |
Sharpe Ratio | NA | 2.1 | 1.19 | 1.61 | 1.76 | 2.05 | 1.61 | 2.44 | 0.45 | 1.7 | 4.38 |
Draw Down(%) | NA | 1.2 | 4.5 | 4.5 | 4.5 | 0.9 | 3.2 | 2.1 | 4.5 | 3.4 | 1.6 |
Standard Deviation(%) | NA | 2.6 | 3.4 | 3.7 | 3.7 | 2.5 | 2.8 | 2.6 | 4.6 | 4.4 | 4.9 |
Treynor Ratio | NA | 0.09 | 0.09 | 0.12 | 0.14 | 0.08 | 0.08 | 0.14 | 0.05 | 0.15 | 0.4 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.59 | 0.47 | 0.48 | 0.48 | 0.61 | 0.54 | 0.47 | 0.44 | 0.49 | 0.54 |
RSquared | NA | 0.81 | 0.9 | 0.9 | 0.9 | 0.79 | 0.86 | 0.92 | 0.93 | 0.94 | 0.87 |
Yield(%) | N/A | 4.7 | 3.7 | 3.2 | N/A | 4.6 | 1.2 | 3.0 | 3.4 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | 40.0 | N/A | N/A | N/A | 300.0 | -60.0 | -12.5 | 110.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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See Target Date 2000-2010 Asset Class Trend Rankings |
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