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FFKGX: FIDELITY FREEDOM K 2045 FUND FIDELITY FREEDOM K 2045 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.31% |
Expenses | 0.63% |
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Performance Analytics (As of 07/31/2020)
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(%) | 0.0 | 0.0 | -0.3 | 3.3 | 12.0 | 13.3 | 8.8 | -0.1 | 5.9 | 21.8 | 15.0 | -5.0 | 14.4 | 26.0 |
Sharpe Ratio | NA | 2.32 | 0.58 | 0.86 | 0.87 | 2.81 | 0.64 | -0.01 | 0.58 | 2.44 | 1.34 | -0.25 | 0.86 | 3.84 |
Draw Down(%) | NA | 4.5 | 17.9 | 17.9 | 21.0 | 1.8 | 11.9 | 12.5 | 7.8 | 6.4 | 10.2 | 21.0 | 14.3 | 6.0 |
Standard Deviation(%) | NA | 7.3 | 12.1 | 11.0 | 13.6 | 6.7 | 13.4 | 13.4 | 10.1 | 9.0 | 11.2 | 20.1 | 16.7 | 15.9 |
Treynor Ratio | NA | 0.17 | 0.07 | 0.09 | 0.12 | 0.18 | 0.08 | 0.0 | 0.06 | 0.25 | 0.16 | -0.05 | 0.15 | 0.6 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
Beta | NA | 1.02 | 1.03 | 1.0 | 0.97 | 1.03 | 1.04 | 1.02 | 1.01 | 0.87 | 0.92 | 0.92 | 0.98 | 1.03 |
RSquared | NA | 0.95 | 0.98 | 0.97 | 0.98 | 0.93 | 0.99 | 0.99 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 3.9 | 4.6 | 5.7 | N/A | 2.2 | 4.1 | 5.4 | 10.0 | 2.3 | 3.6 | 4.5 | 1.8 | 0.0 |
Dividend Growth(%) | N/A | -28.2 | -5.0 | N/A | N/A | -41.0 | -29.1 | -48.5 | 406.1 | -28.3 | -27.0 | 173.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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