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FFKDX: FIDELITY FREEDOM K 2020 FUND FIDELITY FREEDOM K 2020 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2009 |
| Last Dividend Date: | 05/12/2017 |
| 12-Mo. Yield | 3.87% |
| Expenses | 0.54% |
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Performance Analytics (As of 09/13/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 11.0 | 5.5 | 6.9 | 9.5 | 8.9 | 7.4 | -0.1 | 5.4 | 13.3 | 11.9 | -1.2 | 12.5 | 21.0 |
| Sharpe Ratio | NA | 2.07 | 0.66 | 0.91 | 1.0 | 2.6 | 0.8 | -0.02 | 0.79 | 2.2 | 1.62 | -0.09 | 1.01 | 3.85 |
| Draw Down(%) | NA | 3.2 | 12.6 | 12.6 | 14.1 | 1.8 | 8.0 | 8.8 | 5.0 | 5.4 | 6.5 | 14.1 | 10.5 | 4.7 |
| Standard Deviation(%) | NA | 5.1 | 8.1 | 7.4 | 9.4 | 4.8 | 9.0 | 8.9 | 6.8 | 6.0 | 7.3 | 13.5 | 12.2 | 12.5 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.07 | 0.1 | 0.12 | 0.07 | 0.0 | 0.05 | 0.16 | 0.14 | -0.01 | 0.13 | 0.45 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.06 | 1.07 | 1.01 | 0.96 | 1.07 | 1.1 | 1.06 | 1.05 | 0.84 | 0.87 | 0.88 | 0.99 | 1.08 |
| RSquared | NA | 0.84 | 0.96 | 0.95 | 0.97 | 0.76 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 |
| Yield(%) | N/A | 3.9 | 4.4 | 5.2 | N/A | 1.8 | 4.1 | 5.0 | 9.5 | 2.1 | 4.0 | 4.6 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -22.0 | -12.7 | N/A | N/A | -53.5 | -24.2 | -48.9 | 402.1 | -44.2 | -17.6 | 141.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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