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FKIFX: FIDELITY FREEDOM INDEX 2010 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.35 0.05(0.37%) July 07
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (29%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 05/09/2025 |
12-Mo. Yield | 4.46% |
Expenses | 0.06% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/24/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 5.0 | 7.4 | 5.9 | 2.8 | 4.1 | 5.1 | 4.9 | 1.1 | 9.2 | -13.7 | 2.8 | 9.0 | 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 | 1.36 | 0.86 | 0.38 | 0.11 | 0.42 | NA | 0.6 | -0.9 | 0.83 | -1.68 | 0.61 | 0.85 | 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 | 3.9 | 3.9 | 9.6 | 19.1 | 19.1 | NA | 19.1 | 5.6 | 5.7 | 17.6 | 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 | 5.9 | 5.3 | 6.5 | 6.3 | 6.4 | NA | 6.6 | 6.1 | 6.0 | 9.0 | 4.6 | 10.3 | 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 | 0.09 | 0.05 | 0.02 | 0.01 | 0.02 | NA | 0.03 | -0.06 | 0.05 | -0.15 | 0.08 | 0.08 | 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 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 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 | 0.88 | 0.9 | 0.99 | 1.0 | 1.07 | NA | 1.18 | 0.95 | 1.0 | 1.02 | 0.35 | 1.04 | 1.15 | 1.29 | 1.1 | 1.37 | 1.42 | 1.44 | 1.28 | 1.49 | 1.63 | 1.48 | 0.9 |
RSquared | NA | 0.92 | 0.92 | 0.95 | 0.94 | 0.93 | NA | 0.89 | 0.94 | 0.93 | 0.97 | 0.3 | 0.97 | 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 | 0.9 | 4.4 | 3.5 | 2.5 | 4.0 | 4.2 | N/A | 4.1 | 2.9 | 2.4 | 1.5 | 1.4 | 16.1 | 4.7 | 2.8 | 1.9 | 1.8 | 3.2 | 0.4 | 2.0 | 3.0 | 1.5 | 0.9 |
Dividend Growth(%) | N/A | -76.9 | 54.0 | -48.1 | -54.4 | N/A | N/A | N/A | 51.2 | 2.7 | 57.3 | 14.5 | -91.4 | 220.6 | 80.4 | 51.8 | 5.2 | -42.9 | 684.6 | -77.0 | -34.7 | 126.1 | 70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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