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FLIFX: FIDELITY FREEDOM INDEX 2015 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 15.03 0.01(0.07%) July 03
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 12/24/2009 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.65% |
| Expenses | 0.06% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 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(%) | 0.5 | 6.2 | 9.4 | 7.3 | 4.3 | 4.9 | 6.0 | 5.6 | 1.8 | 11.3 | -14.7 | 5.3 | 10.1 | 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 | 1.17 | 0.8 | 0.49 | 0.31 | 0.45 | NA | 0.61 | -0.68 | 1.05 | -1.49 | 0.97 | 0.75 | 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 | 5.3 | 5.3 | 11.0 | 20.3 | 20.3 | NA | 20.3 | 6.2 | 6.7 | 19.3 | 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 | 7.7 | 6.7 | 7.6 | 7.4 | 7.8 | NA | 7.7 | 6.9 | 6.7 | 10.8 | 5.4 | 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 | 0.03 | 0.02 | 0.03 | NA | 0.05 | 0.0 | 0.0 | -0.13 | 0.57 | 0.09 | 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 | 0.03 | 0.02 | 0.01 | NA | 0.0 | NA | NA | 0.0 | 0.01 | 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 | 1.11 | 1.19 | 1.14 | NA | 0.98 | NA | NA | 1.21 | 0.09 | 1.09 | 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 | 0.01 | 0.36 | 0.69 | NA | 0.77 | 0.0 | 0.0 | 0.43 | 0.06 | 0.91 | 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 | 0.8 | 4.6 | 3.5 | 2.6 | 4.2 | 4.5 | N/A | 4.4 | 2.8 | 2.3 | 1.5 | 1.5 | 17.9 | 3.1 | 2.1 | 1.9 | 1.9 | 3.5 | 0.3 | 2.0 | 2.8 | 1.3 | 0.9 |
| Dividend Growth(%) | N/A | -80.9 | 69.9 | -51.0 | -51.5 | N/A | N/A | N/A | 70.6 | 1.7 | 54.6 | 12.8 | -91.9 | 430.7 | 62.7 | 16.3 | 0.8 | -45.5 | 1284.8 | -85.5 | -29.8 | 135.5 | 53.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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See Target Date 2011-2015 Asset Class Trend Rankings |
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