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FITWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I (MUTUAL FUND)
Basic Info 12.39 0.03(0.24%) April 18
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.99% |
Expenses | 1.11% |
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Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 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(%) | -2.2 | 0.6 | 7.8 | -0.3 | 5.3 | 5.9 | 8.6 | 5.8 | 6.1 | 13.5 | -16.6 | 9.8 | 14.1 | 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 | 0.5 | 0.72 | -0.16 | 0.35 | 0.5 | NA | NA | 0.41 | 1.14 | -1.28 | 1.24 | 0.78 | 2.88 | -0.74 | 3.55 | 0.73 | -0.07 | 0.65 | 2.26 | 1.51 | -0.15 | 1.11 | 1.45 | -1.23 | 0.52 | 1.14 | 0.64 | 0.9 | 10.67 |
Draw Down(%) | NA | 2.2 | 8.5 | 23.7 | 23.7 | 23.7 | NA | NA | 49.3 | 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 | 7.5 | 7.9 | 10.3 | 11.8 | 10.3 | NA | NA | 12.7 | 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 | 0.03 | 0.06 | -0.02 | 0.13 | 0.14 | NA | NA | 0.08 | 0.13 | -0.18 | 0.1 | 0.29 | 3.31 | -0.28 | 0.15 | 0.07 | -0.01 | 0.05 | 0.18 | 0.14 | -0.03 | 0.15 | 0.31 | -0.39 | 0.07 | 0.1 | 0.04 | 0.06 | 0.59 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.03 | 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 | 1.1 | 0.98 | 1.01 | 0.31 | 0.36 | NA | NA | 0.63 | 0.74 | 1.03 | 1.02 | 0.48 | 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 | 0.96 | 0.8 | 0.92 | 0.32 | 0.37 | NA | NA | 0.64 | 0.64 | 0.98 | 0.89 | 0.5 | 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 | 0.0 | 2.1 | 5.7 | 6.6 | 6.3 | 8.9 | 5.9 | N/A | 2.3 | 6.9 | 9.4 | 6.6 | 7.4 | 8.4 | 6.0 | 4.8 | 5.0 | 7.0 | 6.9 | 2.5 | 3.1 | 2.9 | 3.4 | 4.9 | 4.1 | 4.0 | 1.8 | 1.4 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -75.0 | -12.2 | 7.3 | 106.8 | N/A | N/A | N/A | -75.0 | -25.9 | 50.0 | 1.1 | -23.9 | 53.9 | 28.8 | -9.2 | -29.3 | 8.2 | 203.6 | -24.3 | 19.4 | 10.7 | -56.9 | 22.6 | 10.4 | 140.0 | 33.3 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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