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FGTKX: FIDELITY FREEDOM 2030 FUND CLASS K6 (MUTUAL FUND)
Basic Info 18.61 0.1(0.53%) July 11
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.59% |
| Expenses | 0.66% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 9.0 | 9.0 | 10.9 | 4.4 | 5.0 | 8.6 | 15.7 | -22.3 | 2.8 | 9.5 | 22.1 | -6.8 | 8.7 |
| Sharpe Ratio | NA | 1.17 | 0.52 | 0.7 | 0.2 | 0.26 | 0.23 | 1.31 | -1.43 | 0.27 | 0.45 | 2.65 | -0.75 | 3.03 |
| Draw Down(%) | NA | 10.0 | 10.1 | 13.1 | 31.3 | 31.3 | 4.5 | 8.8 | 27.3 | 5.8 | 24.7 | 3.9 | 15.0 | 1.7 |
| Standard Deviation(%) | NA | 12.9 | 11.3 | 10.8 | 11.6 | 12.3 | 8.4 | 8.8 | 16.6 | 10.0 | 20.6 | 7.8 | 10.9 | 4.9 |
| Treynor Ratio | NA | 0.29 | 0.11 | 0.13 | 0.04 | 0.06 | 0.03 | 0.2 | -0.4 | 0.05 | 0.17 | 0.34 | -0.13 | 0.23 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | -0.02 | -0.01 | -0.03 | 0.0 | -0.06 | -0.05 | -0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.51 | 0.52 | 0.56 | 0.57 | 0.56 | 0.58 | 0.57 | 0.59 | 0.58 | 0.54 | 0.6 | 0.61 | 0.65 |
| RSquared | NA | 0.89 | 0.86 | 0.81 | 0.74 | 0.79 | 0.76 | 0.72 | 0.75 | 0.58 | 0.81 | 0.92 | 0.93 | 0.74 |
| Yield(%) | N/A | 2.3 | 4.5 | 3.6 | 2.8 | N/A | 2.7 | 2.4 | 2.2 | 2.6 | 1.4 | 8.0 | 6.7 | 3.4 |
| Dividend Growth(%) | N/A | -8.6 | 107.7 | 13.2 | N/A | N/A | 25.5 | -14.9 | -17.2 | 101.2 | -80.2 | 3.5 | 107.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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