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FJIFX: FIDELITY FREEDOM INDEX 2005 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.64 0.06(0.48%) May 03
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (18%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.89% |
Expenses | 0.12% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.4 | 4.4 | -0.4 | 2.9 | 3.4 | 4.2 | 8.4 | -11.3 | 3.5 | 9.2 | 12.3 | -1.6 | 8.9 | 4.8 | -0.4 | 4.6 | 6.5 | 7.1 | 1.3 | 9.2 | -0.4 |
Sharpe Ratio | NA | -0.54 | 0.12 | -0.46 | 0.22 | 0.47 | 0.63 | 0.79 | -1.71 | 0.96 | 1.17 | 3.63 | -0.66 | 3.61 | 0.96 | -0.09 | 1.18 | 1.66 | 1.57 | 0.15 | 1.2 | -5.23 |
Draw Down(%) | NA | 2.2 | 4.9 | 15.5 | 15.5 | 15.5 | 15.5 | 4.9 | 15.0 | 2.3 | 9.8 | 1.0 | 5.0 | 0.9 | 3.3 | 5.5 | 3.0 | 3.7 | 3.9 | 7.9 | 6.0 | 0.5 |
Standard Deviation(%) | NA | 4.6 | 5.1 | 5.7 | 5.8 | 5.1 | 5.4 | 5.3 | 7.5 | 3.6 | 7.6 | 3.0 | 4.4 | 2.3 | 4.8 | 5.1 | 3.9 | 3.9 | 4.5 | 8.4 | 7.5 | 4.1 |
Treynor Ratio | NA | -0.03 | 0.01 | -0.03 | 0.02 | 0.03 | 0.04 | 0.05 | -0.15 | 0.04 | 0.11 | 0.12 | -0.03 | 0.09 | 0.04 | 0.0 | 0.04 | 0.07 | 0.06 | 0.01 | 0.07 | -0.19 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | -0.04 |
Beta | NA | 0.85 | 0.87 | 0.85 | 0.82 | 0.88 | 0.97 | 0.83 | 0.84 | 0.82 | 0.78 | 0.89 | 1.0 | 0.93 | 1.11 | 1.16 | 1.19 | 0.95 | 1.14 | 1.33 | 1.33 | 1.12 |
RSquared | NA | 0.91 | 0.93 | 0.94 | 0.95 | 0.93 | 0.88 | 0.79 | 0.96 | 0.92 | 0.96 | 0.91 | 0.95 | 0.81 | 0.94 | 0.94 | 0.91 | 0.89 | 0.84 | 0.9 | 0.87 | 0.88 |
Yield(%) | N/A | 0.0 | 3.0 | 2.9 | 4.3 | 3.5 | N/A | 3.1 | 3.2 | 3.0 | 2.5 | 10.6 | 3.0 | 2.2 | 1.9 | 1.7 | 3.2 | 0.3 | 1.5 | 2.5 | 1.3 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -17.8 | -41.1 | 93.4 | N/A | N/A | -17.8 | 9.8 | 24.2 | -75.7 | 240.0 | 42.9 | 21.7 | 9.5 | -46.2 | 1200.0 | -82.4 | -39.3 | 100.0 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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