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FIWFX: FIDELITY FREEDOM INDEX 2015 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 14.13 0.09(0.64%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.54% |
Expenses | 0.06% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.6 | 6.5 | -0.1 | 4.1 | 4.2 | 11.3 | -14.4 | 6.8 | 11.6 | 16.5 | -3.2 | 12.7 | 6.5 | -2.2 |
Sharpe Ratio | NA | -0.47 | 0.44 | -0.33 | 0.28 | 0.45 | 1.06 | -1.47 | 1.24 | 0.87 | 3.17 | -0.63 | 3.61 | 0.85 | -0.49 |
Draw Down(%) | NA | 3.1 | 6.7 | 19.5 | 19.5 | 19.5 | 6.7 | 19.0 | 2.8 | 15.8 | 2.0 | 8.5 | 1.1 | 5.5 | 6.6 |
Standard Deviation(%) | NA | 5.9 | 6.4 | 7.9 | 8.8 | 7.9 | 6.7 | 10.8 | 5.5 | 13.1 | 4.8 | 7.1 | 3.3 | 7.3 | 8.7 |
Treynor Ratio | NA | -0.07 | 0.07 | -0.07 | 0.07 | 0.09 | 0.19 | -0.41 | 0.19 | 0.31 | 0.44 | -0.11 | 0.29 | 0.12 | -0.09 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.38 | 0.41 | 0.38 | 0.37 | 0.39 | 0.37 | 0.39 | 0.37 | 0.36 | 0.35 | 0.41 | 0.42 | 0.52 | 0.47 |
RSquared | NA | 0.6 | 0.6 | 0.74 | 0.83 | 0.85 | 0.55 | 0.81 | 0.83 | 0.93 | 0.85 | 0.94 | 0.79 | 0.92 | 0.95 |
Yield(%) | N/A | 0.0 | 2.7 | 2.7 | 5.5 | N/A | 2.8 | 2.6 | 3.0 | 2.9 | 18.0 | 3.2 | 2.2 | 2.0 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -9.8 | N/A | N/A | N/A | -9.8 | -8.9 | 12.5 | -84.2 | 427.1 | 60.0 | 15.4 | 13.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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