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FHTKX: FIDELITY FREEDOM 2040 FUND CLASS K6 (MUTUAL FUND)
Basic Info 12.5 0.05(0.40%) July 03
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.53% |
| 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 | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 11.6 | 13.3 | 14.6 | 7.6 | 6.7 | 12.2 | 19.7 | -25.4 | 6.1 | 12.3 | 25.7 | -8.7 | 9.9 |
| Sharpe Ratio | NA | 1.2 | 0.66 | 0.8 | 0.36 | 0.3 | 0.51 | 1.4 | -1.2 | 0.45 | 0.43 | 2.34 | -0.75 | 2.97 |
| Draw Down(%) | NA | 14.1 | 14.1 | 15.0 | 35.6 | 35.6 | 7.1 | 10.4 | 31.3 | 6.8 | 31.0 | 5.8 | 18.4 | 2.0 |
| Standard Deviation(%) | NA | 18.0 | 15.4 | 14.1 | 15.4 | 16.4 | 10.9 | 11.1 | 22.3 | 13.4 | 27.8 | 10.4 | 13.5 | 5.8 |
| Treynor Ratio | NA | 0.3 | 0.14 | 0.15 | 0.07 | 0.06 | 0.07 | 0.2 | -0.33 | 0.07 | 0.16 | 0.3 | -0.13 | 0.22 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | -0.02 | -0.02 | -0.03 | 0.0 | -0.05 | -0.06 | -0.01 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 0.71 | 0.73 | 0.77 | 0.79 | 0.77 | 0.79 | 0.78 | 0.81 | 0.82 | 0.74 | 0.8 | 0.76 | 0.78 |
| RSquared | NA | 0.92 | 0.9 | 0.88 | 0.8 | 0.83 | 0.84 | 0.85 | 0.79 | 0.65 | 0.85 | 0.93 | 0.94 | 0.75 |
| Yield(%) | N/A | 2.7 | 4.5 | 3.3 | 2.7 | N/A | 2.0 | 1.9 | 1.7 | 2.6 | 1.4 | 8.2 | 7.1 | 3.3 |
| Dividend Growth(%) | N/A | 50.2 | 210.2 | 16.6 | N/A | N/A | 24.0 | -18.9 | -32.5 | 110.3 | -80.4 | -3.5 | 129.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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