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FFVFX: FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND (MUTUAL FUND)
Basic Info 11.5 0.04(0.35%) March 27
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (98%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.20% |
Expenses | 0.54% |
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Performance Analytics (As of 03/27/2024)
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(%) | 0.5 | 2.9 | 11.1 | 1.3 | 5.1 | 5.2 | 7.7 | 5.5 | 5.7 | 11.4 | -14.6 | 7.3 | 12.4 | 16.3 | -4.4 | 14.3 | 7.0 | -0.3 | 5.2 | 11.9 | 10.7 | -0.3 | 12.1 | 25.6 | -27.2 | 7.8 | 10.4 | 7.0 | 8.5 | 4.9 |
Sharpe Ratio | NA | 1.4 | 1.07 | -0.15 | 0.41 | 0.53 | NA | NA | 0.49 | 1.06 | -1.47 | 1.23 | 0.95 | 3.07 | -0.83 | 3.74 | 0.84 | -0.05 | 0.84 | 2.11 | 1.69 | -0.03 | 1.19 | 1.63 | -1.3 | 0.54 | 1.0 | 0.78 | 1.03 | 8.92 |
Draw Down(%) | NA | 1.6 | 6.8 | 20.4 | 20.4 | 20.4 | NA | NA | 39.0 | 6.8 | 19.4 | 3.1 | 17.1 | 2.2 | 9.9 | 1.1 | 7.1 | 8.1 | 4.5 | 5.2 | 5.5 | 11.8 | 8.1 | 15.8 | 35.5 | 6.5 | 6.8 | 4.2 | 6.1 | 0.8 |
Standard Deviation(%) | NA | 6.0 | 6.5 | 8.1 | 8.8 | 7.9 | NA | NA | 9.6 | 6.8 | 10.9 | 5.9 | 12.8 | 4.8 | 6.9 | 3.7 | 8.1 | 8.1 | 6.1 | 5.6 | 6.3 | 11.3 | 10.1 | 15.7 | 21.6 | 9.0 | 7.1 | 6.2 | 7.3 | 5.7 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.05 | 0.06 | 0.06 | NA | NA | 0.05 | 0.0 | -0.13 | 0.71 | 0.11 | 0.13 | -0.05 | 0.11 | 0.06 | 0.0 | 0.05 | 0.13 | 0.12 | 0.0 | 0.13 | 0.28 | -0.32 | 0.06 | 0.07 | 0.04 | 0.06 | 0.41 |
Alpha | NA | NA | NA | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | NA | NA | 0.23 | 0.57 | 0.74 | NA | NA | 0.86 | NA | 1.22 | 0.1 | 1.11 | 1.17 | 1.15 | 1.19 | 1.22 | 1.14 | 1.11 | 0.9 | 0.89 | 0.86 | 0.93 | 0.92 | 0.86 | 0.88 | 1.01 | 1.17 | 1.22 | 1.22 |
RSquared | NA | 0.0 | 0.0 | 0.07 | 0.33 | 0.49 | NA | NA | 0.81 | 0.0 | 0.43 | 0.06 | 0.97 | 0.93 | 0.97 | 0.88 | 0.97 | 0.98 | 0.95 | 0.97 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.93 | 0.91 | 0.92 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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