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FTTHX: FIDELITY ADVISOR FREEDOM 2035 FUND CLASS M (MUTUAL FUND)
Basic Info 14.28 0.01(0.07%) May 17
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (64%) |
Start Date: | 11/19/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.43% |
Expenses | 0.96% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 6.2 | 15.9 | 2.1 | 8.1 | 7.4 | 9.6 | 6.6 | 6.6 | 16.1 | -17.9 | 13.4 | 15.9 | 25.0 | -8.3 | 20.9 | 7.8 | -1.3 | 5.0 | 19.6 | 13.6 | -4.8 | 15.4 | 31.8 | -39.7 | 8.7 | 13.0 | 7.4 | 8.1 | 6.6 |
Sharpe Ratio | NA | 1.17 | 1.15 | -0.06 | 0.39 | 0.44 | NA | NA | 0.35 | 1.22 | -1.08 | 1.23 | 0.61 | 2.45 | -0.72 | 3.3 | 0.57 | -0.1 | 0.48 | 2.32 | 1.31 | -0.25 | 0.95 | 1.28 | -1.18 | 0.44 | 1.08 | 0.61 | 0.72 | 9.96 |
Draw Down(%) | NA | 4.3 | 9.7 | 26.2 | 29.2 | 29.2 | NA | NA | 54.9 | 9.7 | 24.8 | 5.4 | 29.2 | 5.1 | 17.6 | 1.8 | 11.8 | 12.8 | 7.9 | 6.3 | 9.7 | 20.1 | 13.5 | 24.0 | 49.1 | 8.6 | 9.1 | 6.7 | 8.9 | 1.0 |
Standard Deviation(%) | NA | 9.0 | 9.3 | 13.1 | 16.1 | 14.0 | NA | NA | 15.7 | 9.8 | 18.0 | 10.9 | 25.7 | 9.6 | 13.2 | 6.2 | 13.4 | 13.4 | 10.3 | 8.4 | 10.5 | 19.2 | 16.1 | 24.7 | 34.2 | 13.0 | 9.0 | 8.6 | 9.9 | 7.7 |
Treynor Ratio | NA | 0.1 | 0.11 | -0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.12 | -0.18 | 0.12 | 0.15 | 0.21 | -0.08 | 0.17 | 0.06 | -0.01 | 0.05 | 0.23 | 0.15 | -0.05 | 0.16 | 0.32 | -0.44 | 0.07 | 0.1 | 0.05 | 0.06 | 0.7 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 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 | -0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 1.06 | 0.97 | 1.06 | 1.07 | 1.09 | NA | NA | 0.99 | 0.97 | 1.07 | 1.14 | 1.06 | 1.13 | 1.14 | 1.19 | 1.17 | 1.12 | 1.08 | 0.87 | 0.9 | 0.89 | 0.95 | 0.99 | 0.93 | 0.89 | 0.95 | 1.11 | 1.12 | 1.1 |
RSquared | NA | 0.95 | 0.83 | 0.94 | 0.97 | 0.97 | NA | NA | 0.97 | 0.84 | 0.98 | 0.93 | 0.99 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.9 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.95 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 1.4 | 4.5 | 6.3 | 6.5 | 8.6 | 6.1 | N/A | 1.5 | 7.3 | 9.7 | 6.4 | 8.1 | 9.6 | 5.6 | 4.7 | 4.7 | 6.8 | 7.5 | 1.8 | 2.7 | 2.0 | 2.5 | 4.4 | 3.5 | 3.4 | 1.2 | 0.0 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -19.8 | -38.1 | -13.2 | 140.0 | N/A | N/A | N/A | -84.3 | -21.2 | 60.4 | -7.1 | -30.5 | 95.8 | 26.3 | -6.6 | -32.2 | -1.1 | 378.9 | -38.7 | 47.6 | 5.0 | -66.7 | 30.4 | 12.2 | 192.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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