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FXIFX: FIDELITY FREEDOM INDEX 2030 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 19.42 0.17(0.88%) May 03
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (63%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.24% |
Expenses | 0.06% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 2.6 | 11.4 | 1.2 | 6.2 | 6.6 | 7.5 | 15.1 | -16.5 | 10.8 | 14.3 | 22.1 | -5.5 | 18.0 | 8.6 | -1.4 | 6.5 | 15.7 | 11.8 | -1.1 | 13.5 | -0.5 |
Sharpe Ratio | NA | 0.54 | 0.9 | -0.1 | 0.35 | 0.48 | 0.58 | 1.26 | -1.2 | 1.31 | 0.67 | 2.7 | -0.62 | 3.56 | 0.76 | -0.12 | 0.73 | 2.09 | 1.34 | -0.07 | 1.01 | -5.08 |
Draw Down(%) | NA | 4.1 | 9.0 | 23.3 | 23.9 | 23.9 | 23.9 | 9.0 | 22.7 | 3.7 | 23.9 | 3.8 | 13.6 | 1.5 | 8.9 | 11.3 | 7.0 | 6.0 | 7.8 | 15.2 | 10.8 | 0.7 |
Standard Deviation(%) | NA | 7.9 | 8.4 | 11.0 | 13.2 | 11.6 | 11.6 | 8.7 | 15.0 | 8.2 | 20.9 | 7.7 | 11.0 | 4.9 | 11.1 | 11.7 | 8.9 | 7.5 | 8.8 | 15.8 | 13.3 | 5.1 |
Treynor Ratio | NA | 0.04 | 0.08 | -0.01 | 0.05 | 0.06 | 0.07 | 0.12 | -0.18 | 0.11 | 0.15 | 0.2 | -0.06 | 0.16 | 0.08 | -0.01 | 0.06 | 0.19 | 0.14 | -0.01 | 0.16 | -0.33 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.0 | 0.94 | 0.97 | 0.97 | 1.01 | 0.94 | 0.94 | 0.99 | 0.98 | 0.97 | 1.02 | 1.07 | 1.07 | 1.07 | 1.1 | 1.08 | 0.84 | 0.84 | 0.81 | 0.86 | 0.77 |
RSquared | NA | 0.98 | 0.83 | 0.96 | 0.98 | 0.98 | 0.97 | 0.84 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.99 | 1.0 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 2.4 | 2.2 | 5.0 | 4.3 | N/A | 2.5 | 2.2 | 2.3 | 2.6 | 17.5 | 2.0 | 2.1 | 2.1 | 2.0 | 3.5 | 0.2 | 2.2 | 3.1 | 1.5 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | -6.7 | -64.3 | 161.0 | N/A | N/A | -6.7 | 2.3 | -2.2 | -84.3 | 694.4 | 9.1 | 13.8 | 0.0 | -42.0 | 2400.0 | -92.0 | -32.4 | 131.2 | 45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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