Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FATHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A) | 6.77% | 9.32% | 11.66% | 9.28% | 7.70% | 8.79% | 6.85% | 7.32% |
Data as of 06/20/2025, AR inception is 11/19/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FATHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A) | 11/19/2003 | 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 (%) | -0.13 | 9.32 | 11.66 | 9.28 | 7.70 | 8.79 | 6.85 | 7.32 | 6.77 | 10.45 | 16.36 | -17.73 | 13.68 | 16.19 | 25.45 | -8.04 | 21.19 | 8.11 | -1.04 | 5.21 | 19.95 | 13.95 | -4.56 | 15.73 | 32.08 | -39.53 | 9.04 | 13.17 | 7.74 | 9.80 | 6.65 |
Sharpe Ratio | NA | 0.48 | 0.72 | 0.57 | 0.45 | NA | NA | 0.38 | 0.79 | 0.73 | 1.31 | -1.07 | 1.26 | 0.62 | 2.48 | -0.72 | 3.34 | 0.59 | -0.08 | 0.52 | 2.34 | 1.34 | -0.24 | 0.97 | 1.29 | -1.18 | 0.46 | 1.09 | 0.63 | 0.89 | 9.70 |
Standard Deviation(%) | NA | 12.63 | 12.22 | 12.83 | 14.18 | NA | NA | 15.52 | 15.19 | 9.38 | 9.79 | 18.03 | 10.81 | 25.73 | 9.66 | 13.21 | 6.17 | 13.41 | 13.40 | 10.01 | 8.50 | 10.45 | 19.14 | 16.17 | 24.77 | 34.21 | 12.99 | 9.02 | 8.64 | 9.87 | 8.02 |
Draw Down(%) | NA | 11.44 | 14.09 | 26.13 | 29.22 | NA | NA | 54.71 | 11.44 | 5.43 | 9.61 | 24.77 | 5.39 | 29.22 | 5.14 | 17.37 | 1.89 | 11.76 | 12.69 | 7.83 | 6.32 | 9.73 | 19.99 | 13.50 | 23.93 | 49.06 | 8.54 | 9.06 | 6.64 | 8.72 | 0.99 |
Yield(%) | 0.00 | 6.70 | 4.25 | 6.71 | 6.59 | 7.81 | 6.15 | 6.82 | 4.22 | 3.44 | 1.70 | 7.34 | 9.76 | 6.50 | 8.32 | 9.66 | 5.79 | 4.91 | 4.84 | 6.99 | 7.71 | 1.94 | 2.88 | 2.28 | 2.74 | 4.57 | 3.85 | 3.60 | 1.36 | 1.45 | 0.86 |
Data as of 06/20/2025, AR inception is 11/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FATHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A) |
-15.14%
Feb 2006 - Feb 2009 |
-6.28%
Feb 2004 - Feb 2009 |
3.44%
Feb 2006 - Feb 2016 |
4.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FATHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A) |
23.39%
Feb 2009 - Feb 2012 |
19.04%
Feb 2009 - Feb 2014 |
12.55%
Feb 2009 - Feb 2019 |
11.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart