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FHFTX: FIDELITY ADVISOR FREEDOM 2055 FUND CLASS M (MUTUAL FUND)
Basic Info 16.07 0.02(0.12%) July 10
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.08% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| 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(%) | 0.7 | 12.7 | 14.4 | 15.4 | 7.7 | 6.8 | 7.3 | 11.8 | 17.9 | -25.0 | 7.4 | 11.2 | 26.0 | -8.7 | 21.0 | 7.8 | -1.3 | 5.0 | 21.6 | 14.6 | -8.1 |
| Sharpe Ratio | NA | 1.21 | 0.69 | 0.8 | 0.39 | 0.33 | 0.41 | 0.45 | 1.21 | -1.24 | 0.58 | 0.38 | 2.34 | -0.73 | 3.27 | 0.57 | -0.1 | 0.5 | 2.31 | 1.26 | -0.53 |
| Draw Down(%) | NA | 15.2 | 15.2 | 15.2 | 35.2 | 35.2 | 35.2 | 7.6 | 10.9 | 32.0 | 6.4 | 31.3 | 5.8 | 18.3 | 1.9 | 11.8 | 12.8 | 7.8 | 6.6 | 10.9 | 20.3 |
| Standard Deviation(%) | NA | 19.6 | 16.5 | 14.7 | 15.3 | 15.9 | 15.3 | 11.6 | 11.5 | 21.3 | 12.8 | 28.5 | 10.5 | 13.9 | 6.3 | 13.5 | 13.4 | 10.0 | 9.3 | 11.7 | 26.2 |
| Treynor Ratio | NA | 0.3 | 0.15 | 0.15 | 0.07 | 0.07 | 0.08 | 0.06 | 0.17 | -0.34 | 0.09 | 0.14 | 0.3 | -0.13 | 0.23 | 0.08 | -0.02 | 0.06 | 0.26 | 0.17 | -0.16 |
| Alpha | NA | 0.05 | 0.01 | 0.0 | -0.02 | -0.02 | -0.02 | -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 | 0.84 | 0.8 | 0.79 | 0.83 | 0.76 | 0.82 | 0.79 | 0.88 | 1.0 | 0.84 | 0.84 | 0.82 | 0.89 | 0.89 |
| RSquared | NA | 0.92 | 0.9 | 0.89 | 0.82 | 0.86 | 0.88 | 0.84 | 0.84 | 0.8 | 0.73 | 0.85 | 0.94 | 0.95 | 0.87 | 0.95 | 0.96 | 0.92 | 0.94 | 0.94 | 0.97 |
| Yield(%) | N/A | 4.1 | N/A | N/A | N/A | N/A | N/A | 1.2 | 1.0 | 1.2 | 1.8 | 0.7 | 7.3 | 8.2 | 3.6 | 4.2 | 3.7 | 4.8 | 4.4 | 2.0 | 2.4 |
| Dividend Growth(%) | N/A | 271.3 | N/A | N/A | N/A | N/A | N/A | 37.8 | -35.7 | -31.0 | 188.2 | -88.5 | -26.5 | 165.5 | -9.2 | 6.3 | -21.7 | 24.5 | 145.0 | -23.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2011
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