Find A Portfolio/Ticker
Comparison Box
FITHX: FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I (MUTUAL FUND)
Basic Info 14.36 0.1(0.70%) April 26
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (91%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.90% |
Expenses | 0.96% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 3.5 | 14.7 | 1.5 | 7.6 | 7.7 | 10.2 | 6.8 | 7.1 | 16.6 | -17.5 | 14.0 | 16.4 | 25.8 | -7.8 | 21.5 | 8.4 | -0.8 | 5.5 | 20.2 | 14.3 | -4.3 | 16.4 | 32.4 | -39.4 | 9.3 | 13.5 | 8.0 | 10.0 | 7.0 |
Sharpe Ratio | NA | 0.89 | 1.18 | -0.06 | 0.38 | 0.48 | NA | NA | 0.39 | 1.28 | -1.05 | 1.29 | 0.63 | 2.52 | -0.69 | 3.39 | 0.61 | -0.06 | 0.53 | 2.37 | 1.37 | -0.23 | 1.01 | 1.31 | -1.17 | 0.48 | 1.13 | 0.67 | 0.91 | 10.42 |
Draw Down(%) | NA | 4.3 | 9.6 | 25.9 | 29.2 | 29.2 | NA | NA | 54.6 | 9.6 | 24.6 | 5.3 | 29.2 | 5.2 | 17.2 | 1.9 | 11.7 | 12.7 | 7.8 | 6.2 | 9.6 | 19.9 | 13.2 | 23.9 | 48.9 | 8.5 | 9.1 | 6.6 | 8.6 | 1.0 |
Standard Deviation(%) | NA | 8.7 | 9.2 | 13.1 | 16.1 | 14.0 | NA | NA | 15.7 | 9.8 | 18.1 | 10.8 | 25.7 | 9.7 | 13.2 | 6.2 | 13.4 | 13.4 | 10.3 | 8.5 | 10.5 | 19.2 | 16.2 | 24.7 | 34.2 | 13.0 | 9.1 | 8.6 | 10.0 | 7.6 |
Treynor Ratio | NA | 0.07 | 0.11 | -0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.13 | -0.18 | 0.12 | 0.15 | 0.21 | -0.08 | 0.18 | 0.07 | -0.01 | 0.05 | 0.23 | 0.16 | -0.05 | 0.17 | 0.33 | -0.43 | 0.07 | 0.11 | 0.05 | 0.08 | 0.73 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 1.06 | 0.96 | 1.06 | 1.07 | 1.09 | NA | NA | 0.99 | 0.97 | 1.07 | 1.14 | 1.06 | 1.14 | 1.14 | 1.19 | 1.17 | 1.12 | 1.09 | 0.87 | 0.9 | 0.9 | 0.96 | 0.99 | 0.93 | 0.89 | 0.96 | 1.11 | 1.14 | 1.09 |
RSquared | NA | 0.97 | 0.83 | 0.94 | 0.97 | 0.97 | NA | NA | 0.97 | 0.84 | 0.98 | 0.93 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.91 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.97 |
Yield(%) | N/A | 0.0 | 1.7 | 5.8 | 7.0 | 7.0 | 9.9 | 6.3 | N/A | 1.7 | 7.4 | 9.8 | 6.7 | 8.6 | 9.8 | 6.1 | 5.1 | 5.1 | 7.3 | 8.0 | 2.2 | 3.1 | 2.9 | 3.0 | 4.8 | 4.1 | 3.8 | 1.5 | 1.6 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -82.5 | -15.6 | 9.5 | 129.4 | N/A | N/A | N/A | -82.5 | -21.1 | 58.3 | -8.6 | -28.1 | 84.8 | 27.4 | -7.5 | -30.9 | -1.0 | 308.3 | -33.3 | 20.0 | 25.0 | -63.6 | 22.2 | 17.4 | 170.6 | 0.0 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) 0.52% (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) 0.58% (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) 0.70% (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) 0.0% (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) 0.80% (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) 0.70% (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) 0.71% (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) 0.70% (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) 0.63% (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) 0.66% (87%)