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FIKFX: FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 11.49 0.03(0.26%) May 03
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (25%) |
Start Date: | 12/03/2009 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 3.10% |
Expenses | 0.06% |
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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 12/30/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 0.2 | 4.2 | -0.4 | 2.6 | 2.8 | 3.2 | 8.3 | -11.1 | 2.9 | 8.5 | 10.6 | -1.5 | 6.4 | 3.7 | 0.2 | 3.9 | 3.1 | 4.8 | 2.5 | 5.4 | -0.0 |
Sharpe Ratio | NA | -0.7 | 0.07 | -0.48 | 0.19 | 0.42 | 0.62 | 0.76 | -1.75 | 0.9 | 1.4 | 3.75 | -0.89 | 3.03 | 1.06 | 0.04 | 1.65 | 1.13 | 2.01 | 0.62 | 1.55 | -0.32 |
Draw Down(%) | NA | 2.2 | 4.8 | 15.0 | 15.0 | 15.0 | 15.0 | 4.8 | 14.5 | 2.2 | 8.0 | 0.8 | 3.2 | 0.8 | 2.0 | 3.8 | 1.7 | 3.0 | 1.7 | 3.3 | 2.3 | 0.2 |
Standard Deviation(%) | NA | 4.6 | 5.1 | 5.6 | 5.2 | 4.2 | 3.9 | 5.3 | 7.1 | 3.2 | 5.9 | 2.4 | 3.2 | 1.9 | 3.3 | 3.4 | 2.3 | 2.7 | 2.4 | 3.9 | 3.5 | 1.7 |
Treynor Ratio | NA | -0.04 | 0.0 | -0.03 | 0.01 | 0.02 | 0.03 | 0.05 | -0.16 | 0.04 | 0.14 | 0.14 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.05 | 0.08 | 0.04 | 0.09 | -0.01 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.83 | 0.87 | 0.82 | 0.72 | 0.72 | 0.7 | 0.89 | 0.8 | 0.72 | 0.58 | 0.66 | 0.68 | 0.77 | 0.74 | 0.75 | 0.7 | 0.67 | 0.61 | 0.63 | 0.63 | 0.54 |
RSquared | NA | 0.9 | 0.93 | 0.92 | 0.89 | 0.89 | 0.89 | 0.92 | 0.94 | 0.86 | 0.89 | 0.76 | 0.84 | 0.8 | 0.94 | 0.91 | 0.9 | 0.91 | 0.88 | 0.94 | 0.93 | 0.65 |
Yield(%) | N/A | 0.4 | 3.1 | 2.6 | 3.5 | 2.8 | N/A | 3.1 | 2.6 | 2.1 | 2.4 | 7.5 | 2.2 | 1.7 | 1.6 | 1.9 | 2.1 | 1.2 | 1.8 | 2.1 | 0.9 | 0.6 |
Dividend Growth(%) | N/A | -85.3 | 0.0 | -30.2 | 96.2 | N/A | N/A | 3.0 | 22.2 | -3.6 | -67.8 | 234.6 | 36.8 | 5.6 | -18.2 | -8.3 | 84.6 | -31.6 | -13.6 | 144.4 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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