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FTFEX: FIDELITY ADVISOR FREEDOM 2030 FUND CLASS M (MUTUAL FUND)
Basic Info 14.88 0.01(0.07%) July 10
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/2003 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.38% |
| Expenses | 0.66% |
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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 | 10 Yr | 15 Yr | 20 Yr | Since 01/09/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 9.5 | 9.9 | 10.5 | 4.0 | 4.8 | 6.5 | 5.1 | 4.8 | 7.5 | 14.0 | -22.2 | 2.8 | 7.6 | 22.2 | -7.0 | 18.7 | 7.4 | -1.1 | 4.9 | 17.0 | 12.8 | -3.4 | 15.1 | 31.4 | -39.1 | 8.8 | 12.8 | 7.3 | 8.9 | -1.4 |
| Sharpe Ratio | NA | 1.28 | 0.62 | 0.63 | 0.19 | 0.28 | NA | NA | 0.26 | 0.11 | 1.12 | -1.5 | 0.29 | 0.35 | 2.66 | -0.75 | 3.4 | 0.6 | -0.1 | 0.48 | 2.23 | 1.43 | -0.21 | 1.01 | 1.32 | -1.2 | 0.45 | 1.07 | 0.6 | 0.84 | -0.14 |
| Draw Down(%) | NA | 9.9 | 10.3 | 13.1 | 31.2 | 31.2 | NA | NA | 54.0 | 4.7 | 8.9 | 27.8 | 6.0 | 25.0 | 4.0 | 15.1 | 1.6 | 10.7 | 11.9 | 7.4 | 6.0 | 8.3 | 17.6 | 12.1 | 23.2 | 48.3 | 8.4 | 8.9 | 6.3 | 8.6 | 14.2 |
| Standard Deviation(%) | NA | 13.0 | 11.2 | 10.8 | 11.3 | 12.2 | NA | NA | 14.3 | 8.5 | 8.7 | 15.8 | 9.7 | 21.1 | 7.8 | 11.1 | 5.3 | 12.0 | 12.2 | 10.1 | 7.6 | 9.0 | 16.7 | 14.8 | 23.7 | 33.3 | 12.8 | 9.0 | 8.5 | 9.5 | 15.0 |
| Treynor Ratio | NA | 0.16 | 0.07 | 0.07 | 0.02 | 0.03 | NA | NA | 0.04 | 0.01 | 0.1 | -0.25 | 0.03 | 0.08 | 0.2 | -0.08 | 0.16 | 0.06 | -0.01 | 0.04 | 0.2 | 0.15 | -0.04 | 0.16 | 0.31 | -0.42 | 0.06 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 | 0.01 | 0.0 | NA | NA | NA |
| Beta | NA | 1.04 | 1.05 | 1.02 | 0.99 | 1.01 | NA | NA | 0.97 | 1.07 | 1.0 | 0.95 | 0.94 | 0.95 | 1.03 | 1.07 | 1.15 | 1.16 | 1.13 | 1.13 | 0.85 | 0.85 | 0.86 | 0.96 | 1.01 | 0.96 | 0.91 | 0.93 | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.86 | 0.92 | NA | NA | 0.87 | 0.96 | 0.96 | 0.85 | 0.64 | 0.95 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.82 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.54 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.8 | 5.3 | 3.4 | 2.4 | 4.1 | 5.3 | 4.3 | N/A | 1.8 | 1.7 | 1.6 | 1.9 | 0.7 | 7.5 | 8.8 | 5.9 | 4.6 | 4.8 | 6.4 | 6.4 | 2.0 | 2.7 | 2.5 | 2.6 | 4.7 | 3.8 | 3.6 | 1.4 | 1.3 | 0.7 |
| Dividend Growth(%) | N/A | 127.7 | 271.8 | 58.0 | -59.5 | 15.7 | N/A | N/A | N/A | 16.3 | -19.5 | -15.5 | 194.1 | -89.4 | -28.4 | 69.3 | 32.8 | -9.9 | -26.0 | 8.8 | 259.0 | -32.6 | 23.4 | 23.5 | -67.5 | 28.5 | 15.0 | 181.1 | 17.1 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2003
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