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FFKEX: FIDELITY FREEDOM K 2030 FUND FIDELITY FREEDOM K 2030 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2009 |
| Last Dividend Date: | 05/12/2017 |
| 12-Mo. Yield | 3.82% |
| Expenses | 0.59% |
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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(%) | 0.2 | 14.8 | 6.6 | 8.5 | 10.9 | 11.6 | 8.3 | -0.1 | 5.9 | 18.1 | 13.7 | -3.1 | 13.6 | 23.7 |
| Sharpe Ratio | NA | 2.2 | 0.58 | 0.85 | 0.91 | 2.72 | 0.67 | -0.01 | 0.62 | 2.38 | 1.51 | -0.19 | 0.9 | 3.71 |
| Draw Down(%) | NA | 4.1 | 16.5 | 16.5 | 17.6 | 1.8 | 10.8 | 11.6 | 7.2 | 6.0 | 8.2 | 17.6 | 12.7 | 5.6 |
| Standard Deviation(%) | NA | 6.5 | 10.9 | 9.9 | 11.9 | 6.0 | 12.1 | 12.3 | 9.5 | 7.6 | 9.1 | 16.8 | 14.9 | 14.9 |
| Treynor Ratio | NA | 0.13 | 0.06 | 0.08 | 0.11 | 0.14 | 0.07 | 0.0 | 0.05 | 0.21 | 0.16 | -0.04 | 0.14 | 0.53 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.12 | 1.15 | 1.07 | 0.97 | 1.14 | 1.16 | 1.14 | 1.14 | 0.85 | 0.86 | 0.87 | 0.97 | 1.04 |
| RSquared | NA | 0.9 | 0.97 | 0.96 | 0.96 | 0.87 | 0.98 | 0.99 | 0.96 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 |
| Yield(%) | N/A | 3.8 | 4.7 | 5.6 | N/A | 1.9 | 4.3 | 5.6 | 10.0 | 2.4 | 4.1 | 4.8 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -31.1 | -9.6 | N/A | N/A | -53.1 | -28.7 | -45.9 | 376.6 | -36.2 | -21.8 | 155.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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