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FFWTX: FIDELITY FREEDOM INDEX 2010 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 12.77 0.06(0.47%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.66% |
Expenses | 0.06% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.2 | 5.3 | -0.3 | 3.5 | 3.6 | 9.9 | -13.0 | 5.1 | 10.4 | 14.4 | -2.3 | 10.7 | 5.7 | -1.8 |
Sharpe Ratio | NA | -0.77 | 0.25 | -0.41 | 0.25 | 0.45 | 0.95 | -1.61 | 1.15 | 0.99 | 3.43 | -0.64 | 3.61 | 0.91 | -0.49 |
Draw Down(%) | NA | 2.6 | 5.7 | 17.4 | 17.4 | 17.4 | 5.7 | 16.9 | 2.5 | 12.7 | 1.4 | 6.7 | 0.9 | 4.4 | 5.5 |
Standard Deviation(%) | NA | 5.1 | 5.7 | 6.7 | 7.2 | 6.5 | 6.0 | 9.0 | 4.4 | 10.2 | 3.8 | 5.7 | 2.8 | 6.1 | 7.3 |
Treynor Ratio | NA | -0.13 | 0.04 | -0.09 | 0.06 | 0.1 | 0.2 | -0.46 | 0.18 | 0.37 | 0.5 | -0.11 | 0.3 | 0.13 | -0.09 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.3 | 0.33 | 0.3 | 0.29 | 0.3 | 0.29 | 0.31 | 0.28 | 0.28 | 0.26 | 0.32 | 0.33 | 0.43 | 0.4 |
RSquared | NA | 0.48 | 0.5 | 0.64 | 0.75 | 0.78 | 0.43 | 0.74 | 0.76 | 0.89 | 0.76 | 0.91 | 0.7 | 0.9 | 0.94 |
Yield(%) | N/A | 0.0 | 3.4 | 3.3 | 5.5 | N/A | 3.5 | 3.2 | 3.8 | 2.7 | 16.2 | 4.7 | 2.8 | 2.0 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -6.7 | N/A | N/A | N/A | -6.7 | -15.1 | 47.2 | -83.3 | 217.6 | 78.9 | 52.0 | 19.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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