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FHFTX: FIDELITY ADVISOR FREEDOM 2055 FUND CLASS M (MUTUAL FUND)
Basic Info 14.51 0.02(0.14%) May 17
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (48%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.55% |
Expenses | 0.75% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 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(%) | 1.4 | 9.3 | 20.8 | 3.8 | 9.6 | 8.2 | 8.4 | 18.6 | -18.5 | 15.4 | 16.8 | 26.0 | -8.7 | 21.0 | 7.8 | -1.3 | 5.0 | 21.6 | 14.6 | -8.1 |
Sharpe Ratio | NA | 1.82 | 1.46 | 0.05 | 0.43 | 0.46 | 0.49 | 1.27 | -0.96 | 1.25 | 0.58 | 2.34 | -0.72 | 3.27 | 0.57 | -0.1 | 0.5 | 2.31 | 1.26 | -0.53 |
Draw Down(%) | NA | 4.9 | 10.9 | 27.7 | 31.3 | 31.3 | 31.3 | 10.9 | 26.3 | 6.1 | 31.3 | 5.8 | 18.3 | 1.9 | 11.8 | 12.8 | 7.8 | 6.6 | 10.9 | 20.3 |
Standard Deviation(%) | NA | 10.6 | 10.8 | 15.1 | 18.1 | 15.2 | 15.2 | 11.4 | 20.8 | 12.3 | 28.4 | 10.5 | 13.9 | 6.3 | 13.5 | 13.4 | 10.0 | 9.3 | 11.7 | 26.2 |
Treynor Ratio | NA | 0.23 | 0.18 | 0.01 | 0.1 | 0.09 | 0.09 | 0.18 | -0.24 | 0.18 | 0.21 | 0.3 | -0.13 | 0.23 | 0.08 | -0.02 | 0.06 | 0.26 | 0.17 | -0.16 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
Beta | NA | 0.84 | 0.86 | 0.82 | 0.81 | 0.82 | 0.83 | 0.8 | 0.82 | 0.86 | 0.79 | 0.82 | 0.79 | 0.88 | 1.0 | 0.84 | 0.84 | 0.82 | 0.89 | 0.89 |
RSquared | NA | 0.86 | 0.85 | 0.89 | 0.92 | 0.92 | 0.93 | 0.84 | 0.91 | 0.84 | 0.95 | 0.94 | 0.95 | 0.87 | 0.95 | 0.96 | 0.92 | 0.94 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 1.0 | 4.6 | 6.1 | 6.1 | N/A | 1.6 | 7.6 | 9.5 | 5.2 | 7.3 | 8.2 | 3.7 | 4.2 | 3.7 | 4.8 | 4.4 | 2.0 | 2.4 |
Dividend Growth(%) | N/A | -100.0 | -53.9 | -24.4 | 8.2 | N/A | N/A | -84.7 | -14.5 | 100.0 | -14.8 | -26.4 | 161.9 | -8.7 | 7.0 | -21.8 | 25.0 | 144.4 | -25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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