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FFTWX: FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND (MUTUAL FUND)
Basic Info 13.29 0.03(0.23%) April 24
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (95%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.01% |
Expenses | 0.34% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 1.5 | 9.0 | 0.4 | 5.7 | 6.0 | 8.5 | 6.0 | 6.3 | 14.1 | -16.7 | 10.0 | 14.6 | 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 | -0.32 | 0.52 | -0.22 | 0.34 | 0.48 | NA | NA | 0.42 | 1.19 | -1.28 | 1.28 | 0.82 | 2.79 | -0.8 | 3.63 | 0.73 | -0.02 | 0.71 | 2.29 | 1.51 | -0.17 | 1.01 | 1.47 | -1.21 | 0.5 | 0.98 | 0.77 | 0.97 | 8.6 |
Draw Down(%) | NA | 3.9 | 8.5 | 23.7 | 23.7 | 23.7 | NA | NA | 47.5 | 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 | 7.4 | 8.0 | 10.4 | 11.7 | 10.2 | NA | NA | 12.6 | 8.3 | 14.2 | 7.8 | 17.5 | 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 | -0.02 | 0.04 | -0.02 | 0.13 | 0.14 | NA | NA | 0.08 | 0.13 | -0.18 | 0.1 | 0.3 | 3.26 | -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 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 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 | 1.1 | 0.99 | 1.02 | 0.31 | 0.36 | NA | NA | 0.62 | 0.74 | 1.03 | 1.0 | 0.48 | 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 | 0.96 | 0.8 | 0.92 | 0.32 | 0.36 | NA | NA | 0.64 | 0.64 | 0.98 | 0.88 | 0.51 | 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 | 0.0 | 2.2 | 6.1 | 6.8 | 6.1 | 8.2 | 5.8 | N/A | 2.3 | 7.3 | 10.4 | 6.2 | 6.8 | 5.7 | 4.6 | 4.1 | 5.3 | 6.9 | 4.8 | 2.6 | 3.5 | 2.7 | 3.7 | 4.8 | 5.4 | 4.9 | 2.1 | 1.3 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -76.1 | 15.8 | 34.8 | 99.3 | N/A | N/A | N/A | -76.1 | -29.4 | 79.8 | 2.3 | 4.8 | 40.7 | 15.7 | -26.1 | -24.2 | 56.9 | 107.1 | -31.7 | 41.4 | -6.5 | -50.8 | -8.7 | 16.9 | 145.8 | 71.4 | 180.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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