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FQIFX: FIDELITY FREEDOM INDEX 2025 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 18.08 0.15(0.84%) May 03
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (38%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.19% |
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(%) | 1.1 | 2.1 | 9.8 | 0.6 | 5.4 | 5.8 | 6.8 | 13.9 | -16.5 | 9.5 | 13.6 | 19.7 | -4.5 | 15.1 | 7.5 | -1.0 | 6.3 | 14.2 | 11.5 | -0.7 | 13.1 | -0.4 |
Sharpe Ratio | NA | 0.35 | 0.75 | -0.17 | 0.32 | 0.47 | 0.58 | 1.18 | -1.29 | 1.3 | 0.74 | 2.84 | -0.64 | 3.59 | 0.81 | -0.1 | 0.85 | 1.99 | 1.37 | -0.05 | 1.07 | -5.84 |
Draw Down(%) | NA | 3.9 | 8.6 | 22.7 | 22.7 | 22.7 | 22.7 | 8.6 | 22.1 | 3.5 | 20.8 | 3.0 | 11.3 | 1.2 | 7.1 | 9.4 | 5.7 | 5.9 | 7.4 | 14.3 | 9.9 | 0.6 |
Standard Deviation(%) | NA | 7.4 | 8.0 | 10.2 | 11.7 | 10.0 | 10.3 | 8.3 | 13.9 | 7.3 | 17.8 | 6.4 | 9.1 | 4.1 | 9.0 | 9.6 | 7.4 | 7.1 | 8.4 | 15.0 | 12.3 | 4.1 |
Treynor Ratio | NA | 0.02 | 0.06 | -0.02 | 0.12 | 0.13 | 0.13 | 0.13 | -0.18 | 0.1 | 0.27 | 3.53 | -0.24 | 0.15 | 0.07 | -0.01 | 0.06 | 0.16 | 0.13 | -0.01 | 0.15 | -0.35 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 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 | 0.01 |
Beta | NA | 1.05 | 0.98 | 1.0 | 0.31 | 0.36 | 0.45 | 0.75 | 1.02 | 0.95 | 0.49 | 0.05 | 0.24 | 0.98 | 0.98 | 1.0 | 0.99 | 0.88 | 0.9 | 0.87 | 0.88 | 0.68 |
RSquared | NA | 0.97 | 0.82 | 0.94 | 0.32 | 0.37 | 0.48 | 0.66 | 0.99 | 0.9 | 0.51 | 0.08 | 0.3 | 0.96 | 0.99 | 0.99 | 0.97 | 0.97 | 0.98 | 0.99 | 0.98 | 0.9 |
Yield(%) | N/A | 0.0 | 2.5 | 2.2 | 4.5 | 3.9 | N/A | 2.6 | 2.1 | 2.3 | 2.7 | 14.5 | 2.1 | 2.0 | 2.0 | 1.9 | 3.6 | 0.2 | 2.1 | 3.0 | 1.5 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | -59.3 | 130.2 | N/A | N/A | 0.0 | 2.4 | -6.8 | -80.6 | 530.6 | 20.0 | 7.1 | 3.7 | -47.1 | 2450.0 | -91.7 | -31.4 | 118.8 | 60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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