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FYTKX: FIDELITY FREEDOM INCOME FUND CLASS K6 (MUTUAL FUND)
Basic Info 11.05 0(0.0%) July 03
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (1%) |
Start Date: | 06/07/2017 |
Last Dividend Date: | 05/02/2025 |
12-Mo. Yield | 3.16% |
Expenses | 0.47% |
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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(%) | 0.2 | 5.7 | 7.6 | 5.5 | 1.6 | 2.6 | 4.4 | 8.4 | -13.2 | -0.4 | 5.6 | 10.7 | -1.7 | 3.4 |
Sharpe Ratio | NA | 1.61 | 0.88 | 0.38 | -0.08 | 0.17 | -0.47 | 0.77 | -1.93 | -0.11 | 0.83 | 3.85 | -1.0 | 2.7 |
Draw Down(%) | NA | 3.2 | 3.4 | 8.3 | 19.2 | 19.2 | 2.7 | 4.9 | 16.9 | 2.8 | 9.8 | 0.7 | 4.0 | 0.6 |
Standard Deviation(%) | NA | 5.4 | 4.9 | 5.6 | 5.5 | 5.0 | 4.7 | 5.4 | 7.6 | 4.1 | 6.4 | 2.4 | 3.0 | 1.9 |
Treynor Ratio | NA | 0.11 | 0.05 | 0.03 | -0.01 | 0.01 | -0.04 | 0.05 | -0.18 | -0.02 | 0.09 | 0.14 | -0.05 | 0.07 |
Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.78 | 0.82 | 0.84 | 0.81 | 0.73 | 0.56 | 0.87 | 0.8 | 0.26 | 0.6 | 0.65 | 0.65 | 0.75 |
RSquared | NA | 0.88 | 0.88 | 0.9 | 0.81 | 0.79 | 0.55 | 0.86 | 0.84 | 0.21 | 0.81 | 0.75 | 0.84 | 0.72 |
Yield(%) | N/A | 0.7 | 3.2 | 3.4 | 2.5 | N/A | 3.2 | 3.3 | 3.0 | 2.5 | 1.3 | 4.0 | 5.1 | 2.6 |
Dividend Growth(%) | N/A | -76.9 | 1.5 | 34.1 | N/A | N/A | 2.5 | -7.9 | 17.2 | 92.4 | -64.6 | -26.1 | 99.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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