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FFTWX: FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND (MUTUAL FUND)
Basic Info 14.45 0.03(0.21%) June 27
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.17% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/18/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 8.2 | 10.5 | 9.7 | 7.7 | 6.6 | 7.8 | 6.4 | 6.7 | 8.2 | 14.1 | -16.7 | 10.1 | 14.7 | 19.5 | -5.9 | 16.8 | 7.5 | -0.2 | 5.6 | 16.5 | 13.2 | -2.7 | 13.8 | 30.0 | -33.7 | 8.6 | 11.8 | 8.2 | 9.9 | 6.1 |
| Sharpe Ratio | NA | 1.21 | 0.7 | 0.63 | 0.57 | 0.5 | NA | NA | 0.44 | 0.58 | 1.27 | -1.28 | 1.29 | 0.82 | 2.78 | -0.81 | 3.62 | 0.73 | -0.02 | 0.71 | 2.29 | 1.51 | -0.17 | 1.01 | 1.47 | -1.22 | 0.48 | 0.97 | 0.76 | 0.96 | 8.6 |
| Draw Down(%) | NA | 8.9 | 8.9 | 12.7 | 23.7 | 23.7 | NA | NA | 47.5 | 4.0 | 8.5 | 22.5 | 4.0 | 21.7 | 3.2 | 12.8 | 1.3 | 9.0 | 9.9 | 6.0 | 6.0 | 7.8 | 16.6 | 11.4 | 20.0 | 43.0 | 7.9 | 8.5 | 5.4 | 7.7 | 1.2 |
| Standard Deviation(%) | NA | 12.0 | 10.3 | 10.1 | 10.1 | 10.4 | NA | NA | 12.4 | 7.9 | 8.3 | 14.2 | 7.8 | 17.6 | 6.5 | 9.0 | 4.5 | 10.0 | 10.1 | 7.9 | 7.2 | 8.7 | 15.9 | 13.7 | 20.4 | 28.4 | 11.4 | 8.7 | 7.8 | 9.3 | 7.8 |
| Treynor Ratio | NA | 0.13 | 0.06 | 0.06 | 0.05 | 0.12 | NA | NA | 0.08 | 0.04 | 0.1 | -0.18 | 0.38 | 0.16 | 3.25 | -0.31 | 0.16 | 0.07 | 0.0 | 0.05 | 0.18 | 0.14 | -0.03 | 0.14 | 0.31 | -0.38 | 0.06 | 0.08 | 0.05 | 0.07 | 0.48 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 1.13 | 1.13 | 1.08 | 1.05 | 0.42 | NA | NA | 0.67 | 1.13 | 1.04 | 1.03 | 0.27 | 0.89 | 0.06 | 0.23 | 1.05 | 1.08 | 1.05 | 1.06 | 0.89 | 0.92 | 0.92 | 0.98 | 0.95 | 0.9 | 0.89 | 1.04 | 1.27 | 1.34 | 1.4 |
| RSquared | NA | 0.95 | 0.96 | 0.97 | 0.95 | 0.42 | NA | NA | 0.69 | 0.97 | 0.93 | 0.98 | 0.24 | 0.96 | 0.09 | 0.29 | 0.9 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.93 | 0.91 |
| Yield(%) | N/A | 2.3 | 5.2 | 4.1 | 6.4 | 6.0 | 7.0 | 5.8 | N/A | 3.9 | 2.3 | 7.4 | 10.4 | 6.2 | 6.8 | 5.7 | 4.6 | 4.1 | 5.3 | 6.9 | 4.8 | 2.5 | 3.5 | 2.8 | 3.6 | 4.8 | 5.4 | 4.9 | 2.1 | 1.3 | 0.5 |
| Dividend Growth(%) | N/A | -39.5 | 91.4 | -58.7 | 24.3 | 52.5 | N/A | N/A | N/A | 87.2 | -75.9 | -29.1 | 79.5 | 1.9 | 5.7 | 38.9 | 18.3 | -28.0 | -23.4 | 55.0 | 111.2 | -31.9 | 37.8 | -3.0 | -51.2 | -9.4 | 16.0 | 147.9 | 73.9 | 176.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/2003
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