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FIPFX: FIDELITY FREEDOM INDEX 2050 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 24.41 0.26(1.08%) May 03
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (54%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.66% |
Expenses | 0.12% |
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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 01/04/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 5.1 | 18.0 | 3.3 | 8.7 | 8.2 | 8.8 | 19.9 | -18.2 | 15.9 | 16.4 | 26.1 | -7.2 | 20.5 | 9.5 | -1.5 | 6.6 | 19.3 | 13.5 | -3.3 | 14.9 | -0.5 |
Sharpe Ratio | NA | 1.18 | 1.33 | 0.07 | 0.4 | 0.48 | 0.55 | 1.38 | -0.97 | 1.39 | 0.56 | 2.42 | -0.62 | 3.44 | 0.74 | -0.12 | 0.68 | 2.18 | 1.23 | -0.17 | 0.93 | -4.72 |
Draw Down(%) | NA | 5.0 | 11.0 | 26.2 | 30.7 | 30.7 | 30.7 | 11.0 | 25.8 | 5.0 | 30.7 | 5.4 | 16.8 | 1.7 | 10.1 | 12.3 | 7.5 | 6.5 | 9.9 | 19.2 | 13.0 | 0.7 |
Standard Deviation(%) | NA | 10.3 | 10.7 | 14.8 | 17.9 | 14.9 | 14.7 | 11.4 | 20.4 | 11.4 | 28.6 | 10.2 | 13.7 | 5.8 | 12.5 | 13.0 | 9.6 | 8.8 | 11.0 | 20.0 | 15.9 | 5.4 |
Treynor Ratio | NA | 0.15 | 0.16 | 0.01 | 0.09 | 0.09 | 0.1 | 0.19 | -0.24 | 0.19 | 0.2 | 0.31 | -0.11 | 0.24 | 0.1 | -0.02 | 0.08 | 0.25 | 0.16 | -0.04 | 0.17 | -0.42 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.01 | 0.03 |
Beta | NA | 0.81 | 0.86 | 0.82 | 0.81 | 0.82 | 0.82 | 0.82 | 0.82 | 0.83 | 0.81 | 0.8 | 0.79 | 0.83 | 0.93 | 0.82 | 0.81 | 0.77 | 0.84 | 0.84 | 0.87 | 0.61 |
RSquared | NA | 0.89 | 0.89 | 0.93 | 0.95 | 0.95 | 0.95 | 0.9 | 0.95 | 0.91 | 0.97 | 0.97 | 0.97 | 0.9 | 0.95 | 0.96 | 0.93 | 0.94 | 0.94 | 0.97 | 0.96 | 0.85 |
Yield(%) | N/A | 0.0 | 2.1 | 1.9 | 4.6 | 4.2 | N/A | 2.3 | 1.6 | 2.2 | 2.2 | 16.6 | 2.1 | 2.4 | 2.3 | 2.0 | 3.4 | 0.1 | 2.0 | 2.8 | 1.5 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | 12.5 | -64.3 | 136.9 | N/A | N/A | 12.5 | -14.9 | 11.9 | -85.4 | 620.0 | 2.6 | 14.7 | 9.7 | -39.2 | 5000.0 | -95.7 | -32.4 | 112.5 | 45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2010
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