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FZTKX: FIDELITY FREEDOM 2050 FUND CLASS K6 (MUTUAL FUND)
Basic Info 14.97 0.02(0.13%) July 10
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 4.13% |
| Expenses | 0.75% |
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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(%) | 0.7 | 12.6 | 14.3 | 15.9 | 8.0 | 7.2 | 13.7 | 20.2 | -25.1 | 6.5 | 13.2 | 25.7 | -8.7 | 9.9 |
| Sharpe Ratio | NA | 1.18 | 0.68 | 0.82 | 0.4 | 0.33 | 0.61 | 1.39 | -1.18 | 0.49 | 0.46 | 2.35 | -0.74 | 2.96 |
| Draw Down(%) | NA | 15.4 | 15.4 | 15.4 | 35.4 | 35.4 | 7.7 | 10.6 | 31.2 | 6.6 | 30.9 | 5.8 | 18.4 | 2.0 |
| Standard Deviation(%) | NA | 19.7 | 16.7 | 14.8 | 15.7 | 16.6 | 11.5 | 11.5 | 22.4 | 13.3 | 27.8 | 10.3 | 13.6 | 5.9 |
| Treynor Ratio | NA | 0.3 | 0.14 | 0.15 | 0.08 | 0.07 | 0.08 | 0.2 | -0.32 | 0.08 | 0.18 | 0.3 | -0.13 | 0.22 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | -0.02 | -0.02 | -0.03 | -0.01 | -0.05 | -0.06 | 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 | 0.82 | 0.84 | 0.86 | 0.86 | 0.8 | 0.66 | 0.85 | 0.94 | 0.94 | 0.76 |
| Yield(%) | N/A | 2.4 | 4.1 | 3.2 | 2.6 | N/A | 1.9 | 1.8 | 1.7 | 2.6 | 1.4 | 7.9 | 6.8 | 3.1 |
| Dividend Growth(%) | N/A | 45.0 | 196.8 | 15.0 | N/A | N/A | 21.2 | -21.2 | -31.6 | 110.2 | -79.6 | -2.2 | 138.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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