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FITKX: FIDELITY FREEDOM 2005 FUND CLASS K6 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2001-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 06/18/2024 |
| 12-Mo. Yield | 3.70% |
| Expenses | 0.47% |
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Performance Analytics (As of 12/19/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.1 | -2.1 | 0.2 | 1.9 | 2.6 | 8.5 | -14.0 | -1.0 | 6.1 | 12.5 | -2.5 | 4.4 |
| Sharpe Ratio | NA | -1.03 | -0.99 | -0.37 | -0.03 | -1.19 | 0.79 | -1.91 | -0.21 | 0.75 | 3.76 | -0.89 | 3.0 |
| Draw Down(%) | NA | 2.2 | 19.7 | 20.6 | 20.6 | 2.2 | 4.8 | 17.7 | 3.5 | 11.6 | 1.0 | 6.0 | 0.7 |
| Standard Deviation(%) | NA | 3.4 | 6.1 | 6.2 | 5.4 | 3.4 | 5.5 | 8.1 | 4.8 | 7.9 | 2.9 | 4.3 | 2.4 |
| Treynor Ratio | NA | -0.36 | -0.29 | -0.12 | -0.01 | -0.42 | 0.21 | -0.65 | -0.05 | 0.33 | 0.64 | -0.17 | 0.27 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | -0.05 | -0.02 | 0.01 | 0.02 | -0.01 | 0.01 |
| Beta | NA | 0.1 | 0.21 | 0.19 | 0.19 | 0.1 | 0.2 | 0.24 | 0.21 | 0.18 | 0.17 | 0.22 | 0.26 |
| RSquared | NA | 0.13 | 0.35 | 0.43 | 0.46 | 0.13 | 0.23 | 0.5 | 0.32 | 0.6 | 0.54 | 0.78 | 0.51 |
| Yield(%) | N/A | 3.7 | 2.9 | 2.7 | N/A | 0.9 | 3.3 | 3.0 | 2.5 | 1.4 | 5.0 | 5.4 | 2.9 |
| Dividend Growth(%) | N/A | 4.8 | -6.9 | N/A | N/A | -70.7 | -8.4 | 14.8 | 94.7 | -70.7 | -15.0 | 91.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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