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FKIFX: FIDELITY FREEDOM INDEX 2010 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.85 0.08(0.63%) May 03
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (31%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.62% |
Expenses | 0.06% |
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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(%) | 0.9 | 0.8 | 5.7 | -0.2 | 3.5 | 4.1 | 5.0 | 9.8 | -12.9 | 5.0 | 10.4 | 14.4 | -2.4 | 10.7 | 5.7 | -0.6 | 5.1 | 9.2 | 8.9 | 1.1 | 10.4 | -0.3 |
Sharpe Ratio | NA | -0.25 | 0.34 | -0.37 | 0.26 | 0.48 | 0.63 | 0.94 | -1.59 | 1.11 | 0.99 | 3.41 | -0.65 | 3.62 | 0.9 | -0.1 | 1.06 | 1.75 | 1.51 | 0.1 | 1.22 | -4.94 |
Draw Down(%) | NA | 2.5 | 5.7 | 17.5 | 17.5 | 17.5 | 17.5 | 5.7 | 16.9 | 2.5 | 12.6 | 1.4 | 6.7 | 0.9 | 4.4 | 6.6 | 3.7 | 4.9 | 5.1 | 9.7 | 6.6 | 0.4 |
Standard Deviation(%) | NA | 5.3 | 5.8 | 6.8 | 7.2 | 6.3 | 6.7 | 6.0 | 9.0 | 4.5 | 10.2 | 3.8 | 5.7 | 2.8 | 6.0 | 6.4 | 4.9 | 5.3 | 5.9 | 10.4 | 8.5 | 3.4 |
Treynor Ratio | NA | -0.01 | 0.02 | -0.02 | 0.02 | 0.03 | 0.04 | 0.06 | -0.14 | 0.05 | 0.1 | 0.11 | -0.03 | 0.09 | 0.04 | 0.0 | 0.04 | 0.07 | 0.06 | 0.01 | 0.07 | -0.19 |
Alpha | NA | 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 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | -0.01 | -0.02 |
Beta | NA | 1.01 | 1.01 | 1.02 | 1.04 | 1.11 | 1.2 | 0.95 | 1.03 | 1.06 | 1.06 | 1.15 | 1.29 | 1.1 | 1.37 | 1.42 | 1.44 | 1.28 | 1.49 | 1.63 | 1.48 | 0.9 |
RSquared | NA | 0.96 | 0.97 | 0.98 | 0.98 | 0.94 | 0.9 | 0.83 | 0.98 | 0.96 | 0.98 | 0.95 | 0.96 | 0.78 | 0.92 | 0.91 | 0.88 | 0.89 | 0.84 | 0.89 | 0.86 | 0.86 |
Yield(%) | N/A | 0.0 | 3.3 | 3.2 | 5.4 | 4.4 | N/A | 3.5 | 3.1 | 3.7 | 2.7 | 16.2 | 4.7 | 2.8 | 2.0 | 1.8 | 3.2 | 0.4 | 2.0 | 3.0 | 1.4 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -4.5 | -56.7 | 102.1 | N/A | N/A | -4.5 | -15.4 | 44.4 | -83.3 | 222.4 | 81.1 | 48.0 | 8.7 | -43.9 | 720.0 | -77.3 | -35.3 | 126.7 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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