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FPIFX: FIDELITY FREEDOM INDEX 2020 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 15.79 0.12(0.77%) May 03
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (40%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.35% |
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 | 1.7 | 8.5 | 0.2 | 4.8 | 5.3 | 6.1 | 12.7 | -15.9 | 8.4 | 12.7 | 18.2 | -3.9 | 13.9 | 6.9 | -0.8 | 5.8 | 11.0 | 10.1 | 0.3 | 12.1 | -0.4 |
Sharpe Ratio | NA | 0.19 | 0.63 | -0.23 | 0.3 | 0.47 | 0.59 | 1.13 | -1.37 | 1.28 | 0.79 | 2.96 | -0.63 | 3.61 | 0.83 | -0.1 | 0.93 | 1.85 | 1.47 | 0.02 | 1.11 | -5.4 |
Draw Down(%) | NA | 3.5 | 7.8 | 21.6 | 21.6 | 21.6 | 21.6 | 7.8 | 21.1 | 3.2 | 18.6 | 2.5 | 10.0 | 1.1 | 6.2 | 8.4 | 5.0 | 5.3 | 6.0 | 11.9 | 8.6 | 0.5 |
Standard Deviation(%) | NA | 6.8 | 7.3 | 9.3 | 10.5 | 8.9 | 9.0 | 7.6 | 12.7 | 6.5 | 15.7 | 5.7 | 8.2 | 3.7 | 8.1 | 8.5 | 6.3 | 5.9 | 6.9 | 12.5 | 10.8 | 4.0 |
Treynor Ratio | NA | 0.01 | 0.04 | -0.02 | 0.21 | 0.22 | 0.2 | 0.16 | -0.16 | 0.08 | 0.31 | 7.57 | -0.3 | 0.14 | 0.07 | -0.01 | 0.06 | 0.13 | 0.12 | 0.0 | 0.14 | -0.29 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.13 | 1.07 | 1.1 | 0.15 | 0.19 | 0.26 | 0.52 | 1.12 | 1.05 | 0.4 | 0.02 | 0.17 | 0.98 | 1.0 | 1.01 | 0.97 | 0.82 | 0.82 | 0.82 | 0.87 | 0.76 |
RSquared | NA | 0.98 | 0.83 | 0.95 | 0.15 | 0.19 | 0.28 | 0.44 | 0.99 | 0.97 | 0.39 | 0.04 | 0.21 | 0.93 | 0.99 | 0.99 | 0.97 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 |
Yield(%) | N/A | 0.0 | 2.5 | 2.5 | 5.2 | 4.3 | N/A | 2.7 | 2.4 | 2.8 | 2.7 | 17.5 | 2.3 | 2.0 | 2.0 | 1.9 | 3.4 | 0.2 | 2.0 | 3.0 | 1.5 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -9.5 | -62.7 | 160.4 | N/A | N/A | -9.5 | -8.7 | 12.2 | -84.2 | 602.7 | 27.6 | 11.5 | 0.0 | -43.5 | 1433.3 | -87.0 | -34.3 | 118.8 | 60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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