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FLIFX: FIDELITY FREEDOM INDEX 2015 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 14.24 0.1(0.71%) May 03
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (50%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.49% |
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(%) | 1.0 | 1.2 | 7.1 | 0.0 | 4.2 | 4.7 | 5.6 | 11.3 | -14.4 | 6.7 | 11.6 | 16.5 | -3.2 | 12.6 | 6.4 | -0.7 | 5.5 | 9.9 | 9.2 | 1.0 | 10.7 | -0.3 |
Sharpe Ratio | NA | -0.02 | 0.5 | -0.29 | 0.29 | 0.48 | 0.62 | 1.05 | -1.46 | 1.23 | 0.86 | 3.16 | -0.64 | 3.61 | 0.85 | -0.1 | 0.98 | 1.78 | 1.51 | 0.09 | 1.2 | -4.94 |
Draw Down(%) | NA | 3.0 | 6.7 | 19.5 | 19.5 | 19.5 | 19.5 | 6.7 | 19.0 | 2.9 | 15.8 | 2.0 | 8.6 | 1.1 | 5.5 | 7.7 | 4.4 | 5.1 | 5.3 | 10.0 | 7.0 | 0.4 |
Standard Deviation(%) | NA | 5.9 | 6.5 | 8.0 | 8.8 | 7.7 | 7.7 | 6.7 | 10.8 | 5.5 | 13.1 | 4.8 | 7.1 | 3.3 | 7.2 | 7.5 | 5.6 | 5.5 | 6.1 | 10.7 | 8.8 | 3.4 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.11 | 0.04 | 0.05 | 0.06 | 0.0 | -0.13 | 0.71 | 0.1 | 0.13 | -0.04 | 0.11 | 0.06 | -0.01 | 0.05 | 0.11 | 0.11 | 0.01 | 0.13 | -0.26 |
Alpha | NA | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | NA | NA | 0.22 | 0.58 | 0.73 | 0.77 | NA | 1.21 | 0.09 | 1.14 | 1.17 | 1.19 | 1.11 | 1.1 | 1.08 | 1.02 | 0.89 | 0.86 | 0.82 | 0.81 | 0.65 |
RSquared | NA | 0.0 | 0.0 | 0.06 | 0.33 | 0.49 | 0.64 | 0.0 | 0.44 | 0.06 | 0.99 | 0.97 | 0.98 | 0.92 | 0.98 | 0.99 | 0.96 | 0.97 | 0.97 | 0.98 | 0.98 | 0.93 |
Yield(%) | N/A | 0.0 | 2.6 | 2.6 | 5.4 | 4.4 | N/A | 2.8 | 2.6 | 2.9 | 2.9 | 17.9 | 3.2 | 2.2 | 1.9 | 1.8 | 3.5 | 0.2 | 2.0 | 2.9 | 1.3 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -10.0 | -64.7 | 139.5 | N/A | N/A | -10.0 | -9.1 | 10.0 | -84.1 | 425.0 | 60.0 | 20.0 | 4.2 | -46.7 | 1400.0 | -86.4 | -33.3 | 135.7 | 55.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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