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FPIFX: FIDELITY FREEDOM INDEX 2020 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 16.75 0.02(0.12%) July 03
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 12/24/2009 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.96% |
| Expenses | 0.06% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 0.7 | 7.0 | 9.6 | 8.1 | 5.0 | 5.6 | 6.7 | 6.2 | 2.0 | 12.7 | -16.2 | 7.2 | 11.3 | 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 | 1.2 | 0.78 | 0.54 | 0.34 | 0.46 | NA | 0.59 | -0.57 | 1.13 | -1.39 | 1.1 | 0.7 | 2.96 | -0.64 | 3.61 | 0.83 | -0.1 | 0.93 | 1.85 | 1.47 | 0.02 | 1.11 | -5.4 |
| Draw Down(%) | NA | 6.9 | 6.9 | 12.3 | 22.3 | 22.3 | NA | 22.3 | 6.8 | 7.8 | 21.3 | 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 | 9.5 | 8.2 | 8.8 | 8.7 | 9.1 | NA | 9.0 | 8.0 | 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 | 0.09 | 0.05 | 0.04 | 0.03 | 0.19 | NA | 0.18 | -0.04 | 0.09 | -0.17 | 0.46 | 0.12 | 7.57 | -0.3 | 0.14 | 0.07 | -0.01 | 0.06 | 0.13 | 0.12 | 0.0 | 0.14 | -0.29 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | NA | 0.01 | -0.02 | 0.01 | 0.01 | 0.03 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 1.24 | 1.22 | 1.17 | 1.12 | 0.21 | NA | 0.3 | 1.19 | 0.95 | 1.06 | 0.16 | 0.92 | 0.02 | 0.17 | 0.98 | 1.0 | 1.01 | 0.97 | 0.82 | 0.82 | 0.82 | 0.87 | 0.76 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.97 | 0.21 | NA | 0.31 | 0.71 | 0.78 | 0.95 | 0.15 | 0.94 | 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 | 0.9 | 4.9 | 3.6 | 2.7 | 4.2 | 4.6 | N/A | 4.6 | 2.7 | 2.1 | 1.6 | 1.5 | 17.5 | 2.3 | 2.1 | 1.9 | 1.9 | 3.4 | 0.3 | 2.1 | 3.0 | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -80.9 | 92.2 | -48.4 | -45.9 | N/A | N/A | N/A | 89.4 | 1.9 | 40.8 | 15.9 | -91.3 | 600.0 | 27.1 | 12.7 | -0.4 | -42.5 | 1358.1 | -86.9 | -32.8 | 125.0 | 57.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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See Target Date 2016-2020 Asset Class Trend Rankings |
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