Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FAFEX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS A) | 6.34% | 8.43% | 9.96% | 7.48% | 6.71% | 7.91% | 6.24% | 7.00% |
Data as of 06/20/2025, AR inception is 07/30/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FAFEX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS A) | 07/30/2003 | 06/20/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.07 | 8.43 | 9.96 | 7.48 | 6.71 | 7.91 | 6.24 | 7.00 | 6.34 | 8.71 | 14.28 | -17.03 | 10.87 | 14.83 | 22.51 | -6.74 | 18.97 | 7.72 | -0.90 | 5.16 | 17.30 | 13.03 | -3.15 | 15.16 | 31.57 | -38.90 | 8.98 | 13.14 | 7.53 | 9.23 | 12.96 |
Sharpe Ratio | NA | 0.47 | 0.65 | 0.51 | 0.45 | NA | NA | 0.39 | 0.83 | 0.60 | 1.23 | -1.22 | 1.23 | 0.70 | 2.68 | -0.73 | 3.44 | 0.62 | -0.08 | 0.55 | 2.29 | 1.45 | -0.19 | 1.01 | 1.32 | -1.20 | 0.46 | 1.09 | 0.62 | 0.86 | 3.59 |
Standard Deviation(%) | NA | 11.12 | 10.77 | 10.96 | 12.00 | NA | NA | 14.06 | 13.35 | 8.40 | 8.71 | 15.23 | 8.82 | 20.80 | 7.85 | 11.11 | 5.35 | 12.07 | 12.26 | 9.38 | 7.53 | 9.00 | 16.69 | 14.84 | 23.77 | 33.23 | 12.76 | 8.98 | 8.48 | 9.54 | 9.09 |
Draw Down(%) | NA | 9.81 | 13.08 | 24.49 | 24.98 | NA | NA | 53.79 | 9.81 | 4.48 | 8.90 | 23.15 | 4.52 | 24.98 | 3.97 | 14.91 | 1.56 | 10.62 | 11.82 | 7.29 | 6.00 | 8.20 | 17.51 | 12.38 | 23.16 | 48.21 | 8.33 | 8.93 | 6.31 | 8.51 | 3.22 |
Yield(%) | 0.00 | 6.41 | 3.95 | 6.18 | 6.21 | 7.25 | 5.81 | 6.80 | 3.82 | 2.94 | 1.93 | 6.78 | 9.55 | 6.77 | 7.71 | 9.00 | 6.10 | 4.86 | 5.00 | 6.65 | 6.60 | 2.21 | 3.00 | 2.47 | 2.84 | 4.88 | 4.08 | 3.80 | 1.62 | 1.36 | 0.85 |
Data as of 06/20/2025, AR inception is 07/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FAFEX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS A) |
-14.63%
Feb 2006 - Feb 2009 |
-6.10%
Feb 2004 - Feb 2009 |
3.37%
Feb 2006 - Feb 2016 |
3.80%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FAFEX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS A) |
23.02%
Feb 2009 - Feb 2012 |
18.30%
Feb 2009 - Feb 2014 |
11.96%
Feb 2009 - Feb 2019 |
10.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart