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FHFAX: FIDELITY ADVISOR FREEDOM 2055 FUND CLASS A (MUTUAL FUND)
Basic Info 16.28 0.09(0.56%) July 03
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.21% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 12.7 | 15.0 | 15.3 | 8.3 | 7.0 | 7.5 | 13.2 | 18.2 | -24.8 | 7.7 | 11.6 | 26.4 | -8.5 | 21.4 | 8.2 | -1.1 | 5.2 | 22.0 | 14.8 | -7.9 |
| Sharpe Ratio | NA | 1.22 | 0.71 | 0.81 | 0.41 | 0.35 | 0.43 | 0.58 | 1.23 | -1.23 | 0.6 | 0.4 | 2.39 | -0.71 | 3.32 | 0.59 | -0.08 | 0.52 | 2.36 | 1.28 | -0.52 |
| Draw Down(%) | NA | 15.1 | 15.1 | 15.1 | 35.0 | 35.0 | 35.0 | 7.6 | 10.8 | 31.8 | 6.3 | 31.3 | 5.8 | 18.2 | 1.9 | 11.8 | 12.7 | 7.8 | 6.6 | 10.8 | 20.2 |
| Standard Deviation(%) | NA | 19.5 | 16.5 | 14.7 | 15.3 | 15.9 | 15.3 | 11.4 | 11.5 | 21.3 | 12.8 | 28.4 | 10.5 | 13.8 | 6.3 | 13.4 | 13.4 | 10.0 | 9.3 | 11.6 | 26.1 |
| Treynor Ratio | NA | 0.31 | 0.15 | 0.15 | 0.08 | 0.07 | 0.08 | 0.08 | 0.17 | -0.33 | 0.09 | 0.15 | 0.31 | -0.13 | 0.24 | 0.08 | -0.01 | 0.06 | 0.27 | 0.17 | -0.15 |
| Alpha | NA | 0.05 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | -0.05 | -0.05 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
| Beta | NA | 0.78 | 0.79 | 0.8 | 0.8 | 0.8 | 0.81 | 0.83 | 0.81 | 0.79 | 0.83 | 0.75 | 0.82 | 0.79 | 0.88 | 0.99 | 0.84 | 0.84 | 0.81 | 0.88 | 0.88 |
| RSquared | NA | 0.92 | 0.9 | 0.89 | 0.82 | 0.86 | 0.88 | 0.84 | 0.84 | 0.8 | 0.73 | 0.85 | 0.95 | 0.95 | 0.87 | 0.94 | 0.96 | 0.92 | 0.94 | 0.93 | 0.97 |
| Yield(%) | N/A | 4.0 | N/A | N/A | N/A | N/A | N/A | 1.3 | 1.2 | 1.3 | 2.0 | 0.9 | 7.5 | 8.3 | 3.8 | 4.4 | 3.9 | 5.0 | 4.6 | 2.2 | 2.6 |
| Dividend Growth(%) | N/A | 264.7 | N/A | N/A | N/A | N/A | N/A | 17.6 | -31.1 | -30.4 | 159.6 | -86.4 | -25.0 | 153.4 | -7.1 | 4.6 | -20.7 | 24.5 | 136.4 | -22.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2011
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