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FKTWX: FIDELITY FREEDOM K 2025 FUND FIDELITY FREEDOM K 2025 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 1.47% |
Expenses | 0.58% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.3 | 2.6 | 10.4 | 10.0 | 7.6 | -0.2 | 5.8 | 16.7 | 13.3 | -2.5 | 13.3 | 22.2 |
Sharpe Ratio | NA | 2.21 | 0.63 | 0.92 | 0.95 | 2.82 | 0.74 | -0.02 | 0.72 | 2.29 | 1.52 | -0.16 | 0.96 | 3.8 |
Draw Down(%) | NA | 3.4 | 14.0 | 14.0 | 16.6 | 1.5 | 8.9 | 9.9 | 5.9 | 5.9 | 7.9 | 16.6 | 11.8 | 5.0 |
Standard Deviation(%) | NA | 5.4 | 9.0 | 8.4 | 10.7 | 5.0 | 9.9 | 10.1 | 7.9 | 7.3 | 8.7 | 15.9 | 13.7 | 13.5 |
Treynor Ratio | NA | 0.12 | 0.05 | 0.08 | 0.1 | 0.13 | 0.07 | 0.0 | 0.05 | 0.18 | 0.14 | -0.03 | 0.13 | 0.49 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
Beta | NA | 1.03 | 1.06 | 1.02 | 0.98 | 1.05 | 1.07 | 1.04 | 1.07 | 0.9 | 0.92 | 0.92 | 0.98 | 1.04 |
RSquared | NA | 0.9 | 0.97 | 0.97 | 0.97 | 0.86 | 0.98 | 0.99 | 0.96 | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 |
Yield(%) | N/A | 4.6 | 4.6 | 5.5 | N/A | 2.7 | 4.0 | 5.1 | 9.7 | 2.2 | 3.9 | 4.7 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | -8.2 | -8.7 | N/A | N/A | -30.4 | -26.3 | -49.0 | 380.6 | -36.7 | -23.4 | 146.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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