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FITWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I (MUTUAL FUND)
Basic Info 13.61 0(0.0%) July 02
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.54% |
| Expenses | 1.11% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/18/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 8.9 | 11.9 | 9.9 | 7.6 | 6.6 | 8.1 | 6.4 | 6.6 | 7.9 | 13.5 | -16.6 | 9.8 | 14.2 | 20.3 | -5.5 | 16.5 | 7.4 | -0.7 | 5.4 | 16.2 | 12.9 | -2.4 | 15.3 | 31.0 | -35.2 | 8.7 | 12.3 | 7.2 | 9.1 | 6.4 |
| Sharpe Ratio | NA | 1.29 | 0.75 | 0.62 | 0.55 | 0.49 | NA | NA | 0.43 | 0.55 | 1.21 | -1.29 | 1.24 | 0.78 | 2.87 | -0.75 | 3.55 | 0.72 | -0.07 | 0.65 | 2.26 | 1.51 | -0.15 | 1.11 | 1.45 | -1.23 | 0.51 | 1.12 | 0.63 | 0.89 | 10.67 |
| Draw Down(%) | NA | 8.7 | 8.7 | 12.7 | 23.7 | 23.7 | NA | NA | 49.3 | 3.9 | 8.5 | 22.4 | 4.1 | 22.0 | 3.2 | 12.3 | 1.3 | 8.7 | 10.0 | 6.0 | 5.9 | 7.7 | 16.5 | 11.1 | 21.0 | 44.3 | 7.3 | 7.9 | 5.8 | 8.0 | 0.8 |
| Standard Deviation(%) | NA | 12.0 | 10.2 | 10.0 | 10.0 | 10.5 | NA | NA | 12.6 | 7.9 | 8.2 | 14.1 | 7.9 | 17.8 | 6.5 | 9.1 | 4.5 | 9.9 | 10.1 | 8.3 | 7.2 | 8.6 | 15.8 | 13.7 | 21.4 | 29.3 | 11.0 | 8.0 | 7.8 | 9.1 | 6.6 |
| Treynor Ratio | NA | 0.14 | 0.07 | 0.06 | 0.05 | 0.12 | NA | NA | 0.08 | 0.04 | 0.1 | -0.18 | 0.1 | 0.15 | 3.3 | -0.29 | 0.15 | 0.07 | -0.01 | 0.05 | 0.18 | 0.14 | -0.03 | 0.15 | 0.31 | -0.39 | 0.06 | 0.09 | 0.04 | 0.06 | 0.59 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 1.12 | 1.12 | 1.07 | 1.05 | 0.42 | NA | NA | 0.68 | 1.13 | 1.05 | 1.03 | 1.01 | 0.92 | 0.06 | 0.24 | 1.07 | 1.07 | 1.05 | 1.07 | 0.89 | 0.9 | 0.91 | 0.98 | 1.0 | 0.93 | 0.87 | 0.95 | 1.27 | 1.3 | 1.2 |
| RSquared | NA | 0.95 | 0.96 | 0.96 | 0.95 | 0.42 | NA | NA | 0.69 | 0.97 | 0.95 | 0.98 | 0.87 | 0.98 | 0.1 | 0.3 | 0.94 | 0.98 | 0.98 | 0.89 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.93 | 0.92 |
| Yield(%) | N/A | 3.6 | 5.6 | 4.0 | 6.0 | 6.1 | 7.4 | 5.9 | N/A | 2.8 | 2.2 | 6.9 | 9.4 | 6.7 | 7.4 | 8.4 | 6.0 | 4.8 | 5.0 | 7.0 | 6.9 | 2.5 | 3.2 | 2.9 | 3.3 | 4.9 | 4.2 | 3.9 | 1.8 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | 36.0 | 118.3 | -59.7 | -8.8 | 58.7 | N/A | N/A | N/A | 37.9 | -75.1 | -26.0 | 48.3 | 1.5 | -24.0 | 55.6 | 29.4 | -9.7 | -29.9 | 9.2 | 207.6 | -26.5 | 20.3 | 13.5 | -57.8 | 21.3 | 13.3 | 135.3 | 37.7 | 143.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/2003
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