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FWTKX: FIDELITY FREEDOM 2035 FUND CLASS K6 (MUTUAL FUND)
Basic Info 16.8 0.06(0.36%) July 03
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.43% |
| Expenses | 0.71% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 1.1 | 10.3 | 11.9 | 12.5 | 6.2 | 5.9 | 10.2 | 17.7 | -24.0 | 4.6 | 11.1 | 24.7 | -8.2 | 9.7 |
| Sharpe Ratio | NA | 1.25 | 0.68 | 0.75 | 0.31 | 0.29 | 0.38 | 1.38 | -1.3 | 0.39 | 0.43 | 2.44 | -0.73 | 2.97 |
| Draw Down(%) | NA | 11.6 | 11.6 | 14.1 | 33.6 | 33.6 | 5.5 | 9.6 | 29.4 | 6.3 | 28.8 | 5.1 | 17.6 | 2.0 |
| Standard Deviation(%) | NA | 14.9 | 12.8 | 12.2 | 13.5 | 14.7 | 9.4 | 9.9 | 19.5 | 12.0 | 25.3 | 9.5 | 13.0 | 5.7 |
| Treynor Ratio | NA | 0.32 | 0.14 | 0.14 | 0.06 | 0.06 | 0.05 | 0.2 | -0.36 | 0.06 | 0.16 | 0.32 | -0.13 | 0.22 |
| Alpha | NA | 0.04 | 0.01 | -0.01 | -0.02 | -0.02 | -0.03 | 0.0 | -0.05 | -0.05 | -0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.59 | 0.6 | 0.66 | 0.68 | 0.68 | 0.67 | 0.68 | 0.71 | 0.72 | 0.67 | 0.74 | 0.74 | 0.76 |
| RSquared | NA | 0.9 | 0.88 | 0.85 | 0.78 | 0.82 | 0.8 | 0.8 | 0.78 | 0.63 | 0.84 | 0.93 | 0.94 | 0.75 |
| Yield(%) | N/A | 2.4 | 4.4 | 3.4 | 2.7 | N/A | 2.4 | 2.2 | 1.8 | 2.6 | 1.4 | 8.2 | 6.9 | 3.2 |
| Dividend Growth(%) | N/A | 6.6 | 133.6 | 16.3 | N/A | N/A | 23.1 | -9.6 | -27.0 | 106.8 | -80.6 | 0.6 | 129.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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