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FTTWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS M (MUTUAL FUND)
Basic Info 12.68 0(0.0%) May 17
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (62%) |
Start Date: | 11/19/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.76% |
Expenses | 1.62% |
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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(%) | 1.1 | 4.2 | 11.5 | 0.5 | 5.7 | 5.6 | 8.1 | 5.7 | 5.8 | 12.9 | -17.1 | 9.3 | 13.6 | 19.7 | -5.9 | 15.9 | 6.8 | -1.1 | 4.9 | 15.6 | 12.4 | -2.9 | 14.9 | 30.4 | -35.6 | 8.4 | 11.7 | 6.7 | 7.8 | 6.1 |
Sharpe Ratio | NA | 0.63 | 0.77 | -0.23 | 0.33 | 0.43 | NA | NA | 0.37 | 1.06 | -1.32 | 1.18 | 0.74 | 2.79 | -0.79 | 3.41 | 0.67 | -0.11 | 0.59 | 2.17 | 1.44 | -0.19 | 1.08 | 1.42 | -1.24 | 0.49 | 1.06 | 0.57 | 0.75 | 9.88 |
Draw Down(%) | NA | 3.9 | 8.6 | 24.0 | 24.0 | 24.0 | NA | NA | 49.6 | 8.6 | 22.7 | 4.1 | 22.1 | 3.2 | 12.7 | 1.3 | 8.8 | 10.1 | 6.0 | 5.9 | 7.9 | 16.7 | 11.4 | 21.0 | 44.5 | 7.3 | 7.9 | 5.8 | 8.2 | 0.9 |
Standard Deviation(%) | NA | 7.8 | 8.1 | 10.3 | 11.8 | 10.3 | NA | NA | 12.7 | 8.2 | 14.0 | 7.9 | 17.9 | 6.5 | 9.2 | 4.5 | 9.9 | 10.1 | 8.1 | 7.1 | 8.6 | 15.8 | 13.8 | 21.4 | 29.3 | 11.0 | 8.0 | 7.8 | 9.1 | 7.0 |
Treynor Ratio | NA | 0.04 | 0.06 | -0.02 | 0.12 | 0.12 | NA | NA | 0.07 | 0.12 | -0.18 | 0.09 | 0.27 | 3.37 | -0.3 | 0.14 | 0.06 | -0.01 | 0.05 | 0.18 | 0.14 | -0.03 | 0.15 | 0.3 | -0.39 | 0.06 | 0.09 | 0.04 | 0.05 | 0.56 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.03 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 1.12 | 1.0 | 1.01 | 0.31 | 0.36 | NA | NA | 0.63 | 0.74 | 1.02 | 1.01 | 0.49 | 0.05 | 0.24 | 1.08 | 1.07 | 1.04 | 1.05 | 0.88 | 0.91 | 0.91 | 0.99 | 1.0 | 0.93 | 0.86 | 0.95 | 1.27 | 1.3 | 1.25 |
RSquared | NA | 0.95 | 0.8 | 0.92 | 0.32 | 0.36 | NA | NA | 0.64 | 0.64 | 0.98 | 0.88 | 0.5 | 0.09 | 0.29 | 0.94 | 0.98 | 0.99 | 0.89 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.91 | 0.91 |
Yield(%) | N/A | 0.0 | 1.8 | 4.2 | 5.8 | 5.8 | 7.5 | 5.6 | N/A | 1.8 | 6.6 | 9.0 | 6.2 | 6.9 | 8.0 | 5.5 | 4.3 | 4.5 | 6.6 | 6.3 | 2.0 | 2.7 | 2.7 | 2.8 | 4.4 | 3.8 | 3.5 | 1.4 | 0.1 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -22.7 | -36.9 | -8.0 | 105.8 | N/A | N/A | N/A | -78.7 | -27.1 | 53.6 | 1.2 | -25.2 | 60.9 | 32.7 | -10.3 | -32.6 | 10.3 | 254.5 | -31.2 | 14.3 | 21.7 | -61.0 | 22.9 | 14.3 | 162.5 | 1500.0 | -83.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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