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FIWTX: FIDELITY FREEDOM INDEX 2020 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 15.65 0.11(0.71%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.39% |
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 | 0.9 | 7.8 | 0.0 | 4.7 | 4.7 | 12.7 | -15.9 | 8.4 | 12.7 | 18.3 | -3.9 | 14.0 | 7.1 | -2.5 |
Sharpe Ratio | NA | -0.25 | 0.57 | -0.26 | 0.29 | 0.45 | 1.12 | -1.36 | 1.27 | 0.79 | 2.98 | -0.64 | 3.63 | 0.86 | -0.5 |
Draw Down(%) | NA | 3.5 | 7.8 | 21.6 | 21.6 | 21.6 | 7.8 | 21.0 | 3.2 | 18.6 | 2.5 | 10.0 | 1.2 | 6.2 | 7.3 |
Standard Deviation(%) | NA | 6.5 | 7.3 | 9.3 | 10.4 | 9.2 | 7.6 | 12.7 | 6.6 | 15.7 | 5.7 | 8.2 | 3.7 | 8.0 | 9.7 |
Treynor Ratio | NA | -0.04 | 0.08 | -0.05 | 0.07 | 0.09 | 0.19 | -0.37 | 0.19 | 0.29 | 0.4 | -0.11 | 0.28 | 0.12 | -0.09 |
Alpha | NA | -0.04 | -0.03 | -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 | 0.45 | 0.5 | 0.46 | 0.45 | 0.46 | 0.45 | 0.47 | 0.45 | 0.44 | 0.42 | 0.47 | 0.47 | 0.57 | 0.53 |
RSquared | NA | 0.68 | 0.69 | 0.8 | 0.87 | 0.89 | 0.65 | 0.86 | 0.87 | 0.95 | 0.9 | 0.95 | 0.81 | 0.93 | 0.96 |
Yield(%) | N/A | 0.0 | 2.6 | 2.5 | 5.3 | N/A | 2.7 | 2.4 | 2.9 | 2.8 | 17.5 | 2.3 | 2.1 | 2.0 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -9.5 | N/A | N/A | N/A | -9.5 | -12.5 | 14.3 | -83.8 | 602.7 | 23.3 | 11.1 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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