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FKVFX: FIDELITY FREEDOM K 2015 FUND FIDELITY FREEDOM K 2015 FUND (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2009 |
Last Dividend Date: | 08/30/2017 |
12-Mo. Yield | 2.06% |
Expenses | 0.51% |
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Performance Analytics (As of 09/13/2017)
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(%) | 0.1 | 11.7 | 5.8 | 6.7 | 8.9 | 9.9 | 7.1 | -0.2 | 5.3 | 12.0 | 10.8 | -0.3 | 11.3 | 17.7 |
Sharpe Ratio | NA | 2.57 | 0.77 | 1.0 | 1.09 | 3.54 | 0.85 | -0.03 | 0.86 | 2.13 | 1.71 | -0.03 | 1.11 | 3.88 |
Draw Down(%) | NA | 2.8 | 11.5 | 11.5 | 11.8 | 1.1 | 7.1 | 8.1 | 4.5 | 5.1 | 5.5 | 11.8 | 8.6 | 3.8 |
Standard Deviation(%) | NA | 4.4 | 7.2 | 6.6 | 8.1 | 3.9 | 8.1 | 8.0 | 6.1 | 5.6 | 6.3 | 11.4 | 10.1 | 10.3 |
Treynor Ratio | NA | 0.1 | 0.05 | 0.06 | 0.09 | 0.12 | 0.06 | 0.0 | 0.05 | 0.13 | 0.12 | 0.0 | 0.12 | 0.4 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
Beta | NA | 1.16 | 1.16 | 1.09 | 0.96 | 1.19 | 1.21 | 1.13 | 1.1 | 0.9 | 0.89 | 0.87 | 0.93 | 1.0 |
RSquared | NA | 0.9 | 0.96 | 0.95 | 0.96 | 0.88 | 0.97 | 0.98 | 0.95 | 0.97 | 0.97 | 0.98 | 0.98 | 0.96 |
Yield(%) | N/A | 6.9 | 5.6 | 5.8 | N/A | 4.7 | 4.1 | 5.8 | 9.6 | 2.0 | 3.8 | 4.3 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | 29.6 | 11.1 | N/A | N/A | 19.2 | -34.2 | -41.9 | 423.1 | -44.7 | -14.5 | 120.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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