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FFKHX: FIDELITY FREEDOM K 2050 FUND FIDELITY FREEDOM K 2050 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.28% |
Expenses | 0.64% |
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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 | -0.2 | 3.3 | 12.0 | 13.3 | 8.7 | -0.1 | 6.0 | 22.1 | 15.2 | -5.5 | 14.5 | 26.3 |
Sharpe Ratio | NA | 2.32 | 0.58 | 0.86 | 0.84 | 2.81 | 0.63 | -0.01 | 0.59 | 2.45 | 1.33 | -0.26 | 0.82 | 3.7 |
Draw Down(%) | NA | 4.5 | 17.9 | 17.9 | 22.0 | 1.8 | 11.9 | 12.5 | 7.8 | 6.5 | 10.5 | 22.0 | 15.0 | 6.3 |
Standard Deviation(%) | NA | 7.3 | 12.1 | 11.0 | 14.0 | 6.8 | 13.4 | 13.4 | 10.1 | 9.0 | 11.5 | 21.1 | 17.6 | 16.7 |
Treynor Ratio | NA | 0.19 | 0.08 | 0.11 | 0.13 | 0.22 | 0.09 | 0.0 | 0.07 | 0.28 | 0.17 | -0.06 | 0.15 | 0.62 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.0 | -0.01 |
Beta | NA | 0.87 | 0.89 | 0.87 | 0.9 | 0.85 | 0.99 | 0.84 | 0.85 | 0.79 | 0.88 | 0.88 | 0.96 | 1.0 |
RSquared | NA | 0.86 | 0.93 | 0.93 | 0.95 | 0.83 | 0.94 | 0.95 | 0.92 | 0.94 | 0.94 | 0.96 | 0.97 | 0.97 |
Yield(%) | N/A | 3.9 | 4.5 | 5.6 | N/A | 2.2 | 4.0 | 5.2 | 9.9 | 2.3 | 3.5 | 4.4 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -26.5 | -5.1 | N/A | N/A | -40.0 | -28.6 | -49.1 | 400.0 | -26.7 | -28.6 | 186.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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