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FHFIX: FIDELITY ADVISOR FREEDOM 2055 FUND CLASS I (MUTUAL FUND)
Basic Info 14.43 0.15(1.05%) May 03
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (16%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.30% |
Expenses | 0.75% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/08/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 6.5 | 19.5 | 3.2 | 9.1 | 8.4 | 8.7 | 19.2 | -18.1 | 15.9 | 17.4 | 26.7 | -8.3 | 21.6 | 8.4 | -0.7 | 5.5 | 22.2 | 15.2 | -7.8 |
Sharpe Ratio | NA | 1.55 | 1.45 | 0.06 | 0.41 | 0.48 | 0.52 | 1.32 | -0.94 | 1.29 | 0.6 | 2.41 | -0.69 | 3.36 | 0.61 | -0.06 | 0.55 | 2.38 | 1.31 | -0.51 |
Draw Down(%) | NA | 4.8 | 10.7 | 27.3 | 31.3 | 31.3 | 31.3 | 10.7 | 26.0 | 6.0 | 31.3 | 5.8 | 18.0 | 1.9 | 11.7 | 12.7 | 7.8 | 6.5 | 10.8 | 20.2 |
Standard Deviation(%) | NA | 10.7 | 10.8 | 15.2 | 18.1 | 15.2 | 15.2 | 11.5 | 20.8 | 12.3 | 28.3 | 10.5 | 13.9 | 6.3 | 13.5 | 13.4 | 10.0 | 9.3 | 11.6 | 26.1 |
Treynor Ratio | NA | 0.2 | 0.18 | 0.01 | 0.09 | 0.09 | 0.1 | 0.19 | -0.24 | 0.18 | 0.22 | 0.31 | -0.12 | 0.24 | 0.08 | -0.01 | 0.07 | 0.27 | 0.17 | -0.15 |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.05 |
Beta | NA | 0.83 | 0.85 | 0.82 | 0.81 | 0.82 | 0.83 | 0.8 | 0.82 | 0.87 | 0.79 | 0.82 | 0.79 | 0.88 | 1.0 | 0.85 | 0.85 | 0.81 | 0.88 | 0.88 |
RSquared | NA | 0.86 | 0.85 | 0.89 | 0.92 | 0.92 | 0.93 | 0.85 | 0.91 | 0.85 | 0.95 | 0.95 | 0.95 | 0.87 | 0.95 | 0.96 | 0.93 | 0.93 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 1.8 | 5.9 | 6.9 | 6.5 | N/A | 1.9 | 7.8 | 9.8 | 5.4 | 7.7 | 8.5 | 4.1 | 4.7 | 4.2 | 5.2 | 4.8 | 2.2 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -82.1 | 5.1 | 46.7 | N/A | N/A | -82.1 | -14.6 | 97.3 | -16.1 | -24.3 | 139.6 | -5.9 | 4.1 | -18.3 | 25.0 | 140.0 | -23.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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