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FFVTX: FIDELITY ADVISOR FREEDOM 2015 FUND CLASS M (MUTUAL FUND)
Basic Info 10.81 0(0.0%) July 08
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.35% |
| Expenses | 1.54% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 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(%) | -0.4 | 6.6 | 7.7 | 6.7 | 1.5 | 2.9 | 4.5 | 4.0 | 4.3 | 2.0 | 10.3 | -18.9 | -1.4 | 4.5 | 16.4 | -4.6 | 13.5 | 6.4 | -1.1 | 4.4 | 10.9 | 10.1 | -0.8 | 12.5 | 26.0 | -28.6 | 7.6 | 10.1 | 5.9 | 7.3 | 4.7 |
| Sharpe Ratio | NA | 1.42 | 0.75 | 0.44 | -0.07 | 0.18 | NA | NA | 0.32 | -0.68 | 0.9 | -1.78 | -0.19 | 0.31 | 3.06 | -0.84 | 3.51 | 0.76 | -0.14 | 0.68 | 1.96 | 1.61 | -0.07 | 1.24 | 1.59 | -1.33 | 0.53 | 1.05 | 0.6 | 0.88 | 8.72 |
| Draw Down(%) | NA | 5.7 | 5.8 | 10.8 | 27.6 | 27.6 | NA | NA | 40.7 | 5.8 | 6.8 | 23.4 | 5.6 | 17.3 | 2.3 | 9.9 | 1.1 | 7.1 | 8.4 | 4.6 | 5.2 | 5.6 | 11.9 | 8.2 | 16.6 | 36.5 | 5.8 | 6.3 | 4.5 | 6.5 | 0.7 |
| Standard Deviation(%) | NA | 8.1 | 7.2 | 7.8 | 8.2 | 8.3 | NA | NA | 9.7 | 6.8 | 6.8 | 11.4 | 7.6 | 13.7 | 4.9 | 7.1 | 3.7 | 8.1 | 8.0 | 6.5 | 5.6 | 6.3 | 11.3 | 10.0 | 16.3 | 22.1 | 8.7 | 6.6 | 6.2 | 7.2 | 5.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | NA | NA | 0.03 | 0.0 | 0.0 | -0.18 | -0.17 | 0.04 | 0.13 | -0.05 | 0.11 | 0.05 | -0.01 | 0.04 | 0.12 | 0.11 | -0.01 | 0.13 | 0.27 | -0.33 | 0.05 | 0.07 | 0.03 | 0.05 | 0.41 |
| Alpha | NA | NA | NA | 0.03 | 0.01 | 0.0 | NA | NA | 0.0 | NA | NA | -0.03 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | NA | NA | 1.42 | 1.14 | 1.15 | NA | NA | 0.96 | NA | NA | 1.14 | 0.09 | 1.08 | 1.18 | 1.18 | 1.2 | 1.22 | 1.13 | 1.09 | 0.89 | 0.88 | 0.86 | 0.92 | 0.96 | 0.88 | 0.85 | 0.94 | 1.16 | 1.19 | 1.23 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.27 | 0.61 | NA | NA | 0.84 | 0.0 | 0.0 | 0.34 | 0.03 | 0.81 | 0.94 | 0.97 | 0.89 | 0.97 | 0.97 | 0.83 | 0.97 | 0.96 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.94 | 0.91 | 0.91 | 0.89 |
| Yield(%) | N/A | 2.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 2.2 | 2.2 | 1.9 | 0.7 | 7.2 | 8.8 | 7.1 | 4.5 | 4.9 | 6.5 | 5.0 | 2.0 | 2.5 | 2.5 | 3.0 | 4.5 | 3.9 | 3.5 | 1.8 | 1.3 | 0.6 |
| Dividend Growth(%) | N/A | -7.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 47.3 | -20.1 | 8.4 | 195.1 | -89.7 | -29.6 | 32.6 | 62.3 | -14.0 | -26.6 | 34.6 | 178.2 | -24.7 | 10.6 | 3.9 | -54.6 | 17.4 | 17.2 | 104.0 | 53.1 | 136.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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