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FFVBX: Fidelity Advisor Freedom 2015 B (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/2003 |
Last Dividend Date: | 05/13/2016 |
12-Mo. Yield | 4.19% |
Expenses | 1.00% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/09/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 2.9 | 3.5 | -1.4 | -5.6 | -2.0 | 5.8 | 8.1 | -3.1 | 9.9 | 22.9 | -32.3 | 3.6 | 6.5 | 3.9 | 5.8 | -1.6 |
Sharpe Ratio | NA | -0.82 | -0.1 | -0.01 | -0.02 | -0.01 | -0.29 | -0.69 | -0.19 | 0.92 | 1.26 | -0.28 | 0.96 | 1.38 | -1.49 | 0.06 | 0.48 | 0.28 | 0.67 | -0.42 |
Draw Down(%) | NA | 13.4 | 16.6 | 16.6 | 44.9 | 44.9 | 7.1 | 10.2 | 5.3 | 6.1 | 5.6 | 12.2 | 8.6 | 16.6 | 38.4 | 5.8 | 7.1 | 4.5 | 6.8 | 5.9 |
Standard Deviation(%) | NA | 10.0 | 9.1 | 9.2 | 12.0 | 10.8 | 10.4 | 8.2 | 10.2 | 6.3 | 6.4 | 11.3 | 10.2 | 16.5 | 22.2 | 8.9 | 6.8 | 6.3 | 7.2 | 5.6 |
Treynor Ratio | NA | -0.07 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.05 | -0.02 | 0.07 | 0.09 | -0.04 | 0.1 | 0.24 | -0.38 | 0.01 | 0.04 | 0.02 | 0.04 | -0.03 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.02 | -0.03 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.06 | -0.01 | -0.02 | -0.01 | -0.02 | -0.02 |
Beta | NA | 1.2 | 1.1 | 0.95 | 0.92 | 0.92 | 1.27 | 1.09 | 1.06 | 0.89 | 0.89 | 0.85 | 0.93 | 0.96 | 0.88 | 0.84 | 0.92 | 1.17 | 1.2 | 0.86 |
RSquared | NA | 0.88 | 0.6 | 0.72 | 0.89 | 0.87 | 0.9 | 0.86 | 0.31 | 0.74 | 0.94 | 0.95 | 0.96 | 0.97 | 0.96 | 0.91 | 0.85 | 0.89 | 0.9 | 0.13 |
Yield(%) | N/A | 4.2 | 5.1 | 4.1 | 3.5 | N/A | 2.1 | 4.0 | 5.9 | 4.5 | 1.3 | 2.0 | 1.6 | 2.4 | 4.0 | 3.5 | 3.0 | 1.4 | 0.9 | 0.6 |
Dividend Growth(%) | N/A | -25.9 | 156.9 | 61.1 | N/A | N/A | -50.0 | -32.4 | 37.0 | 260.0 | -34.8 | 35.3 | -19.0 | -58.0 | 19.0 | 20.0 | 133.3 | 66.7 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2003
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