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FPTKX: FIDELITY FREEDOM 2015 FUND CLASS K6 (MUTUAL FUND)
Basic Info 11.93 0.05(0.42%) July 09
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.73% |
| Expenses | 0.54% |
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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 | Since 06/07/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 7.3 | 8.3 | 7.6 | 2.2 | 3.1 | 5.4 | 11.4 | -18.4 | -0.9 | 6.1 | 16.5 | -4.3 | 6.2 |
| Sharpe Ratio | NA | 1.45 | 0.76 | 0.54 | 0.01 | 0.17 | -0.19 | 1.06 | -1.64 | -0.12 | 0.43 | 3.1 | -0.82 | 3.11 |
| Draw Down(%) | NA | 5.7 | 5.9 | 10.8 | 27.0 | 27.0 | 3.3 | 6.6 | 22.9 | 5.4 | 17.1 | 2.2 | 9.8 | 1.1 |
| Standard Deviation(%) | NA | 8.3 | 7.4 | 7.8 | 8.4 | 8.5 | 6.2 | 6.8 | 12.1 | 7.7 | 13.4 | 4.9 | 6.9 | 3.4 |
| Treynor Ratio | NA | 0.4 | 0.18 | 0.12 | 0.0 | 0.04 | -0.03 | 0.2 | -0.5 | -0.02 | 0.18 | 0.42 | -0.15 | 0.25 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | -0.05 | -0.04 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta | NA | 0.3 | 0.31 | 0.36 | 0.37 | 0.35 | 0.37 | 0.36 | 0.4 | 0.36 | 0.33 | 0.36 | 0.38 | 0.42 |
| RSquared | NA | 0.78 | 0.72 | 0.65 | 0.58 | 0.66 | 0.57 | 0.49 | 0.65 | 0.39 | 0.72 | 0.83 | 0.89 | 0.65 |
| Yield(%) | N/A | 2.0 | 4.7 | 3.9 | 2.8 | N/A | 3.3 | 3.0 | 2.7 | 2.6 | 1.4 | 7.5 | 7.5 | 3.6 |
| Dividend Growth(%) | N/A | -36.8 | 63.9 | 10.6 | N/A | N/A | 19.3 | -13.8 | 2.3 | 92.2 | -79.8 | -11.8 | 115.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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