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FVTKX: FIDELITY FREEDOM 2060 FUND CLASS K6 (MUTUAL FUND)
Basic Info 15.83 0.04(0.25%) July 08
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 3.98% |
| Expenses | 0.65% |
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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(%) | 0.1 | 11.8 | 13.5 | 15.3 | 9.0 | 7.5 | 13.4 | 19.9 | -24.2 | 8.0 | 14.6 | 25.6 | -8.7 | 9.9 |
| Sharpe Ratio | NA | 1.18 | 0.68 | 0.82 | 0.44 | 0.36 | 0.59 | 1.36 | -1.16 | 0.62 | 0.51 | 2.35 | -0.74 | 2.96 |
| Draw Down(%) | NA | 15.4 | 15.4 | 15.4 | 34.3 | 34.3 | 7.7 | 10.7 | 30.7 | 6.0 | 30.9 | 5.7 | 18.4 | 2.0 |
| Standard Deviation(%) | NA | 19.8 | 16.7 | 14.9 | 15.6 | 16.5 | 11.6 | 11.6 | 22.1 | 12.9 | 27.7 | 10.3 | 13.6 | 5.9 |
| Treynor Ratio | NA | 0.3 | 0.14 | 0.15 | 0.09 | 0.08 | 0.08 | 0.19 | -0.31 | 0.1 | 0.19 | 0.3 | -0.13 | 0.22 |
| Alpha | NA | 0.05 | 0.01 | 0.0 | -0.02 | -0.01 | -0.03 | -0.01 | -0.04 | -0.05 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 0.79 | 0.8 | 0.81 | 0.81 | 0.78 | 0.84 | 0.82 | 0.83 | 0.82 | 0.74 | 0.8 | 0.77 | 0.78 |
| RSquared | NA | 0.93 | 0.91 | 0.89 | 0.83 | 0.85 | 0.85 | 0.85 | 0.82 | 0.7 | 0.86 | 0.93 | 0.94 | 0.75 |
| Yield(%) | N/A | 2.3 | 4.0 | 3.0 | 2.6 | N/A | 1.9 | 1.8 | 1.7 | 2.6 | 1.4 | 7.3 | 5.3 | 2.6 |
| Dividend Growth(%) | N/A | 35.2 | 189.9 | 15.3 | N/A | N/A | 23.2 | -21.7 | -30.5 | 114.1 | -77.9 | 17.9 | 116.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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