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FOTKX: FIDELITY FREEDOM 2010 FUND CLASS K6 (MUTUAL FUND)
Basic Info 14.53 0(0.0%) July 03
| Asset Class: | Target Date 2001-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.18% |
| Expenses | 0.49% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 6.4 | 8.9 | 6.9 | 2.1 | 2.9 | 5.5 | 10.0 | -16.1 | -1.1 | 5.8 | 14.5 | -3.4 | 5.3 |
| Sharpe Ratio | NA | 1.53 | 0.86 | 0.51 | 0.01 | 0.17 | -0.2 | 0.95 | -1.75 | -0.19 | 0.53 | 3.42 | -0.85 | 2.97 |
| Draw Down(%) | NA | 4.2 | 4.2 | 9.5 | 23.8 | 23.8 | 2.9 | 5.7 | 20.2 | 4.6 | 14.2 | 1.6 | 7.9 | 0.9 |
| Standard Deviation(%) | NA | 6.5 | 5.9 | 6.6 | 7.0 | 7.0 | 5.3 | 6.1 | 10.0 | 6.3 | 10.6 | 3.8 | 5.6 | 2.9 |
| Treynor Ratio | NA | 0.46 | 0.22 | 0.12 | 0.0 | 0.04 | -0.04 | 0.2 | -0.55 | -0.04 | 0.22 | 0.5 | -0.16 | 0.24 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | -0.05 | -0.03 | 0.0 | 0.02 | -0.01 | 0.01 |
| Beta | NA | 0.22 | 0.23 | 0.28 | 0.29 | 0.27 | 0.29 | 0.28 | 0.32 | 0.28 | 0.25 | 0.26 | 0.3 | 0.36 |
| RSquared | NA | 0.67 | 0.59 | 0.54 | 0.5 | 0.58 | 0.48 | 0.37 | 0.6 | 0.35 | 0.67 | 0.73 | 0.86 | 0.62 |
| Yield(%) | N/A | 1.3 | 4.2 | 3.7 | 2.7 | N/A | 3.4 | 3.2 | 2.8 | 2.6 | 1.4 | 6.5 | 6.8 | 3.6 |
| Dividend Growth(%) | N/A | -60.3 | 37.9 | 14.0 | N/A | N/A | 13.9 | -9.0 | 6.2 | 92.2 | -76.7 | -14.4 | 90.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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