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FIHFX: FIDELITY FREEDOM INDEX 2035 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 25.32 0.09(0.36%) July 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (40%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 05/09/2025 |
12-Mo. Yield | 2.78% |
Expenses | 0.12% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/24/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 9.0 | 13.1 | 12.5 | 9.7 | 8.2 | 9.4 | 8.6 | 8.7 | 17.3 | -17.7 | 13.2 | 14.6 | 25.0 | -6.8 | 20.3 | 9.4 | -1.5 | 6.6 | 18.2 | 12.8 | -2.4 | 14.2 | -0.5 |
Sharpe Ratio | NA | 0.97 | 0.73 | 0.71 | 0.62 | 0.48 | NA | 0.57 | 0.23 | 1.35 | -1.08 | 1.31 | 0.55 | 2.49 | -0.62 | 3.49 | 0.74 | -0.12 | 0.69 | 2.15 | 1.24 | -0.13 | 0.97 | -5.09 |
Draw Down(%) | NA | 11.0 | 11.0 | 14.6 | 25.0 | 28.4 | NA | 28.4 | 5.6 | 9.7 | 24.4 | 4.5 | 28.4 | 4.9 | 16.1 | 1.7 | 10.1 | 12.3 | 7.5 | 6.3 | 9.3 | 17.7 | 11.9 | 0.7 |
Standard Deviation(%) | NA | 14.5 | 12.1 | 11.9 | 12.3 | 13.9 | NA | 13.4 | 9.2 | 9.7 | 17.7 | 10.0 | 25.9 | 9.4 | 13.2 | 5.7 | 12.5 | 13.0 | 9.5 | 8.5 | 10.4 | 18.3 | 14.5 | 5.0 |
Treynor Ratio | NA | 0.14 | 0.09 | 0.08 | 0.07 | 0.06 | NA | 0.08 | 0.02 | 0.13 | -0.18 | 0.44 | 0.13 | 0.21 | -0.07 | 0.18 | 0.08 | -0.01 | 0.06 | 0.21 | 0.15 | -0.03 | 0.16 | -0.37 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.02 | 1.02 | 1.04 | 1.05 | 1.07 | NA | 1.0 | 0.99 | 1.05 | 1.06 | 0.3 | 1.07 | 1.12 | 1.14 | 1.1 | 1.09 | 1.09 | 1.04 | 0.87 | 0.88 | 0.86 | 0.86 | 0.7 |
RSquared | NA | 0.97 | 0.98 | 0.99 | 0.98 | 0.99 | NA | 0.98 | 0.98 | 0.99 | 1.0 | 0.27 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 |
Yield(%) | N/A | 0.5 | 2.8 | 2.6 | 2.3 | 4.1 | 5.1 | N/A | 2.7 | 2.4 | 1.6 | 1.6 | 1.6 | 17.4 | 2.0 | 2.1 | 2.1 | 2.0 | 3.5 | 0.1 | 2.0 | 3.0 | 1.5 | 1.0 |
Dividend Growth(%) | N/A | -81.0 | 34.0 | -58.4 | -50.9 | N/A | N/A | N/A | 27.3 | 24.6 | 6.5 | 16.8 | -90.2 | 685.4 | 11.5 | 9.4 | 2.3 | -41.4 | 3592.9 | -94.0 | -34.8 | 128.7 | 42.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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