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FFKFX: FIDELITY FREEDOM K 2040 FUND FIDELITY FREEDOM K 2040 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.49% |
Expenses | 0.62% |
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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 | 16.9 | 7.1 | 9.4 | 11.8 | 12.9 | 8.7 | -0.1 | 5.9 | 21.3 | 14.6 | -4.6 | 14.2 | 25.4 |
Sharpe Ratio | NA | 2.26 | 0.58 | 0.85 | 0.86 | 2.72 | 0.63 | -0.01 | 0.58 | 2.44 | 1.36 | -0.24 | 0.86 | 3.76 |
Draw Down(%) | NA | 4.5 | 18.0 | 18.0 | 20.4 | 1.8 | 12.0 | 12.5 | 7.8 | 6.3 | 9.9 | 20.4 | 14.1 | 6.0 |
Standard Deviation(%) | NA | 7.3 | 12.0 | 10.9 | 13.4 | 6.8 | 13.4 | 13.4 | 10.1 | 8.7 | 10.8 | 19.6 | 16.4 | 15.8 |
Treynor Ratio | NA | 0.16 | 0.07 | 0.09 | 0.12 | 0.17 | 0.08 | 0.0 | 0.06 | 0.25 | 0.17 | -0.05 | 0.15 | 0.58 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
Beta | NA | 1.04 | 1.04 | 0.99 | 0.95 | 1.06 | 1.06 | 1.02 | 1.01 | 0.85 | 0.88 | 0.89 | 0.97 | 1.02 |
RSquared | NA | 0.93 | 0.98 | 0.97 | 0.98 | 0.91 | 0.99 | 0.99 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 |
Yield(%) | N/A | 4.7 | 5.0 | 6.1 | N/A | 3.0 | 4.1 | 5.6 | 10.6 | 2.5 | 3.8 | 4.9 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -16.5 | -5.9 | N/A | N/A | -23.3 | -31.8 | -49.1 | 380.6 | -25.0 | -29.4 | 183.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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