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FFTVX: FIDELITY ADVISOR FREEDOM 2005 FUND CLASS M (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 2.70% |
| Expenses | 1.47% |
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Performance Analytics (As of 12/18/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | -2.7 | -0.7 | 1.9 | 3.2 | 3.0 | 3.3 | 2.1 | 7.6 | -14.6 | -1.6 | 4.4 | 12.0 | -2.8 | 9.8 | 5.3 | -1.1 | 3.8 | 7.4 | 8.1 | -0.2 | 10.8 | 23.9 | -25.8 | 7.0 | 8.8 | 4.7 | 5.9 | 3.7 |
| Sharpe Ratio | NA | -1.08 | -1.12 | -0.5 | 0.05 | NA | NA | 0.26 | -1.33 | 0.63 | -2.04 | -0.35 | 0.52 | 3.57 | -0.96 | 3.49 | 0.91 | -0.21 | 0.77 | 1.86 | 1.71 | -0.03 | 1.25 | 1.63 | -1.37 | 0.54 | 1.03 | 0.52 | 0.91 | 9.43 |
| Draw Down(%) | NA | 2.3 | 20.1 | 21.1 | 21.1 | NA | NA | 36.9 | 2.3 | 5.0 | 18.2 | 3.6 | 11.8 | 1.1 | 6.3 | 1.0 | 4.8 | 6.3 | 3.2 | 3.9 | 4.2 | 9.5 | 7.0 | 14.9 | 33.2 | 5.1 | 5.1 | 3.4 | 5.1 | 0.5 |
| Standard Deviation(%) | NA | 3.4 | 6.0 | 6.2 | 5.4 | NA | NA | 7.7 | 3.4 | 5.4 | 7.9 | 4.8 | 8.1 | 3.0 | 4.4 | 2.6 | 5.6 | 5.5 | 4.9 | 3.9 | 4.7 | 8.9 | 8.6 | 14.6 | 19.4 | 7.4 | 5.4 | 4.9 | 5.5 | 4.0 |
| Treynor Ratio | NA | -0.08 | -0.11 | -0.05 | 0.0 | NA | NA | 0.02 | -0.1 | 0.04 | -0.2 | -0.06 | 0.05 | 0.12 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.07 | 0.14 | -0.16 | 0.03 | 0.05 | 0.02 | 0.05 | 0.49 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | -0.01 | 0.08 |
| Beta | NA | 0.45 | 0.62 | 0.68 | 0.77 | NA | NA | 1.12 | 0.47 | 0.87 | 0.81 | 0.27 | 0.78 | 0.88 | 0.98 | 1.05 | 1.27 | 1.25 | 1.23 | 0.95 | 1.18 | 1.4 | 1.49 | 1.65 | 1.63 | 1.4 | 1.18 | 1.05 | 0.97 | 0.77 |
| RSquared | NA | 0.42 | 0.6 | 0.67 | 0.71 | NA | NA | 0.73 | 0.45 | 0.87 | 0.81 | 0.16 | 0.87 | 0.9 | 0.94 | 0.79 | 0.92 | 0.92 | 0.63 | 0.87 | 0.82 | 0.89 | 0.85 | 0.89 | 0.91 | 0.79 | 0.74 | 0.54 | 0.53 | 0.49 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.5 | 2.4 | 2.6 | 1.9 | 0.7 | 4.7 | 7.3 | 5.1 | 3.7 | 4.1 | 4.9 | 3.5 | 1.6 | 2.2 | 2.0 | 2.8 | 4.0 | 3.3 | 3.5 | 2.1 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -76.3 | -23.5 | 30.7 | 174.7 | -83.6 | -42.1 | 50.0 | 41.4 | -15.2 | -16.6 | 43.1 | 126.7 | -26.8 | 16.6 | -12.1 | -50.0 | 24.4 | 0.5 | 71.4 | 51.4 | 169.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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