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FGIFX: Fidelity Freedom Index 2000 W (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/2009 |
Last Dividend Date: | 05/09/2014 |
12-Mo. Yield | 1.63% |
Expenses | 0.19% |
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Performance Analytics (As of 07/25/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 12/30/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 5.0 | 3.5 | 4.2 | 3.0 | 3.1 | 4.9 | 2.4 | 5.9 | -0.3 |
Sharpe Ratio | NA | 2.14 | 1.13 | 1.31 | 2.61 | 1.16 | 1.96 | 0.59 | 1.56 | NA |
Draw Down(%) | NA | 1.2 | 3.3 | 3.4 | 0.9 | 3.0 | 1.8 | 3.4 | 2.7 | 0.3 |
Standard Deviation(%) | NA | 2.3 | 3.1 | 3.2 | 2.1 | 2.7 | 2.5 | 4.0 | 3.7 | 0.0 |
Treynor Ratio | NA | 0.09 | 0.08 | 0.1 | 0.11 | 0.06 | 0.11 | 0.06 | 0.14 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA |
Beta | NA | 0.53 | 0.42 | 0.41 | 0.5 | 0.51 | 0.44 | 0.38 | 0.41 | NA |
RSquared | NA | 0.81 | 0.89 | 0.89 | 0.77 | 0.87 | 0.9 | 0.92 | 0.93 | 0.0 |
Yield(%) | N/A | 1.6 | 1.7 | N/A | 1.6 | 0.3 | 1.6 | 2.1 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | 4.6 | N/A | N/A | 417.1 | -79.2 | -24.3 | 85.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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See Target Date 2000-2010 Asset Class Trend Rankings |
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