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FFKVX: FIDELITY FREEDOM K 2005 FUND FIDELITY FREEDOM K 2005 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.44% |
Expenses | 0.46% |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/06/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.2 | 1.9 | 7.3 | 6.1 | 5.9 | -0.2 | 4.6 | 8.2 | 8.8 | 0.4 | 10.1 | 15.2 |
Sharpe Ratio | NA | 1.86 | 0.77 | 1.02 | 1.12 | 2.54 | 1.0 | -0.03 | 1.09 | 2.01 | 1.83 | 0.04 | 1.16 | 3.66 |
Draw Down(%) | NA | 2.1 | 8.4 | 8.4 | 9.4 | 1.6 | 4.8 | 6.1 | 3.1 | 3.9 | 4.2 | 9.4 | 7.3 | 3.3 |
Standard Deviation(%) | NA | 3.5 | 5.1 | 4.7 | 6.3 | 3.3 | 5.7 | 5.6 | 4.2 | 4.0 | 4.8 | 9.0 | 8.7 | 9.0 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.05 | 0.06 | 0.09 | 0.05 | 0.0 | 0.04 | 0.11 | 0.08 | 0.0 | 0.07 | 0.23 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | 0.02 |
Beta | NA | 0.82 | 1.04 | 0.97 | 1.18 | 0.89 | 1.18 | 0.96 | 1.1 | 0.75 | 1.06 | 1.36 | 1.4 | 1.46 |
RSquared | NA | 0.53 | 0.73 | 0.7 | 0.74 | 0.49 | 0.83 | 0.69 | 0.78 | 0.66 | 0.75 | 0.84 | 0.79 | 0.73 |
Yield(%) | N/A | 5.1 | 4.4 | 4.6 | N/A | 3.1 | 3.6 | 4.5 | 7.9 | 1.6 | 3.2 | 4.1 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | 29.4 | 1.8 | N/A | N/A | -11.4 | -24.1 | -45.3 | 404.8 | -46.2 | -23.5 | 121.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2009
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See Target Date 2000-2010 Asset Class Trend Rankings |
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