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FATHX: FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A (MUTUAL FUND)
Basic Info 14.59 0.15(1.04%) May 15
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (65%) |
Start Date: | 11/19/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.60% |
Expenses | 0.96% |
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Performance Analytics (As of 05/14/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 6.7 | 16.5 | 2.9 | 8.7 | 7.6 | 9.9 | 6.9 | 7.0 | 16.4 | -17.7 | 13.7 | 16.1 | 25.4 | -8.0 | 21.2 | 8.1 | -1.0 | 5.2 | 20.0 | 13.9 | -4.6 | 15.7 | 32.1 | -39.5 | 9.0 | 13.2 | 7.7 | 9.8 | 6.6 |
Sharpe Ratio | NA | 1.21 | 1.18 | -0.04 | 0.4 | 0.46 | NA | NA | 0.37 | 1.25 | -1.06 | 1.26 | 0.61 | 2.49 | -0.71 | 3.35 | 0.59 | -0.08 | 0.52 | 2.34 | 1.34 | -0.24 | 0.97 | 1.29 | -1.18 | 0.47 | 1.1 | 0.64 | 0.9 | 9.71 |
Draw Down(%) | NA | 4.3 | 9.6 | 26.1 | 29.2 | 29.2 | NA | NA | 54.7 | 9.6 | 24.8 | 5.4 | 29.2 | 5.1 | 17.4 | 1.9 | 11.8 | 12.7 | 7.8 | 6.3 | 9.7 | 20.0 | 13.5 | 23.9 | 49.1 | 8.5 | 9.1 | 6.6 | 8.7 | 1.0 |
Standard Deviation(%) | NA | 9.0 | 9.3 | 13.1 | 16.1 | 14.0 | NA | NA | 15.7 | 9.8 | 18.0 | 10.8 | 25.7 | 9.7 | 13.2 | 6.2 | 13.4 | 13.4 | 10.0 | 8.5 | 10.5 | 19.1 | 16.2 | 24.8 | 34.2 | 13.0 | 9.0 | 8.6 | 9.9 | 8.0 |
Treynor Ratio | NA | 0.1 | 0.11 | -0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.13 | -0.18 | 0.12 | 0.15 | 0.21 | -0.08 | 0.17 | 0.07 | -0.01 | 0.05 | 0.23 | 0.16 | -0.05 | 0.16 | 0.32 | -0.43 | 0.07 | 0.11 | 0.05 | 0.08 | 0.69 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 1.07 | 0.97 | 1.06 | 1.07 | 1.09 | NA | NA | 0.99 | 0.97 | 1.07 | 1.14 | 1.06 | 1.14 | 1.14 | 1.19 | 1.17 | 1.12 | 1.08 | 0.87 | 0.89 | 0.89 | 0.96 | 0.99 | 0.93 | 0.89 | 0.94 | 1.11 | 1.12 | 1.14 |
RSquared | NA | 0.95 | 0.82 | 0.94 | 0.97 | 0.97 | NA | NA | 0.97 | 0.84 | 0.98 | 0.92 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.96 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 |
Yield(%) | N/A | 0.0 | 1.6 | 4.5 | 6.4 | 6.7 | 9.1 | 6.4 | N/A | 1.7 | 7.3 | 9.7 | 6.5 | 8.3 | 9.6 | 5.8 | 4.9 | 4.8 | 7.0 | 7.7 | 1.9 | 2.9 | 2.3 | 2.7 | 4.6 | 3.9 | 3.6 | 1.3 | 1.4 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -16.1 | -37.2 | -13.1 | 122.2 | N/A | N/A | N/A | -82.9 | -21.5 | 60.2 | -7.9 | -29.4 | 90.7 | 25.0 | -4.8 | -32.3 | -1.1 | 347.6 | -38.2 | 41.7 | 9.1 | -65.1 | 23.5 | 15.9 | 193.3 | 0.0 | 87.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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