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FJTKX: FIDELITY FREEDOM 2045 FUND CLASS K6 (MUTUAL FUND)
Basic Info 14.71 0.08(0.55%) July 03
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.20% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 12.5 | 14.5 | 15.5 | 8.2 | 7.0 | 13.5 | 20.1 | -25.2 | 6.2 | 13.0 | 25.8 | -8.7 | 9.0 |
| Sharpe Ratio | NA | 1.18 | 0.67 | 0.81 | 0.39 | 0.32 | 0.6 | 1.38 | -1.19 | 0.46 | 0.46 | 2.34 | -0.74 | 2.66 |
| Draw Down(%) | NA | 15.3 | 15.3 | 15.3 | 35.6 | 35.6 | 7.7 | 10.7 | 31.3 | 6.7 | 30.9 | 5.8 | 18.4 | 2.0 |
| Standard Deviation(%) | NA | 19.8 | 16.7 | 14.9 | 15.8 | 16.6 | 11.6 | 11.6 | 22.4 | 13.4 | 27.8 | 10.4 | 13.6 | 5.9 |
| Treynor Ratio | NA | 0.3 | 0.14 | 0.15 | 0.08 | 0.07 | 0.08 | 0.2 | -0.32 | 0.08 | 0.17 | 0.3 | -0.13 | 0.2 |
| Alpha | NA | 0.05 | 0.01 | 0.0 | -0.02 | -0.02 | -0.03 | -0.01 | -0.05 | -0.06 | 0.0 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 0.79 | 0.8 | 0.82 | 0.81 | 0.78 | 0.84 | 0.82 | 0.82 | 0.82 | 0.74 | 0.8 | 0.77 | 0.78 |
| RSquared | NA | 0.93 | 0.91 | 0.89 | 0.81 | 0.84 | 0.85 | 0.85 | 0.8 | 0.65 | 0.85 | 0.93 | 0.94 | 0.74 |
| Yield(%) | N/A | 2.5 | 4.2 | 3.2 | 2.7 | N/A | 1.9 | 1.8 | 1.7 | 2.6 | 1.4 | 8.0 | 7.0 | 3.1 |
| Dividend Growth(%) | N/A | 50.2 | 204.3 | 15.3 | N/A | N/A | 21.6 | -22.3 | -32.0 | 112.1 | -79.8 | -4.2 | 143.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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