Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) | 2.18% | 5.47% | 3.90% | 1.71% | 2.49% | 3.21% | 3.46% | 3.65% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) | 07/29/2003 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/29/2003.
AR inception is since 07/29/2003.
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 (%) | -0.19 | 5.47 | 3.90 | 1.71 | 2.49 | 3.21 | 3.46 | 3.65 | 2.18 | 4.12 | 8.05 | -13.53 | 0.14 | 5.95 | 11.10 | -1.69 | 7.95 | 5.20 | -0.64 | 3.71 | 4.45 | 6.33 | 2.14 | 8.23 | 18.23 | -13.49 | 5.75 | 6.39 | 3.15 | 4.11 | 3.72 |
Sharpe Ratio | NA | 0.08 | -0.28 | -0.19 | 0.17 | NA | NA | 0.47 | 0.71 | -0.53 | 0.71 | -1.93 | 0.03 | 0.89 | 3.99 | -0.96 | 3.37 | 1.26 | -0.17 | 1.38 | 1.59 | 2.41 | 0.48 | 1.94 | 2.55 | -1.62 | 0.35 | 1.20 | 0.40 | 1.07 | 2.90 |
Standard Deviation(%) | NA | 5.10 | 6.14 | 5.52 | 4.76 | NA | NA | 4.82 | 6.14 | 4.65 | 5.42 | 7.75 | 3.84 | 6.37 | 2.43 | 3.14 | 2.18 | 3.96 | 3.83 | 2.67 | 2.77 | 2.62 | 4.44 | 4.19 | 7.11 | 8.88 | 7.81 | 2.61 | 2.45 | 2.96 | 2.85 |
Draw Down(%) | NA | 3.48 | 10.83 | 19.00 | 19.00 | NA | NA | 22.64 | 3.48 | 2.78 | 4.88 | 17.11 | 2.58 | 9.86 | 0.73 | 4.03 | 0.90 | 2.95 | 4.52 | 1.75 | 3.22 | 1.98 | 4.41 | 2.89 | 7.20 | 18.24 | 6.19 | 1.58 | 1.56 | 3.02 | 0.80 |
Yield(%) | 0.00 | 2.42 | 2.92 | 2.35 | 3.01 | 3.33 | 3.51 | 3.65 | 0.00 | 2.91 | 3.01 | 2.79 | 2.23 | 1.31 | 4.03 | 5.34 | 4.06 | 3.16 | 3.51 | 5.02 | 3.85 | 2.72 | 2.32 | 2.91 | 3.44 | 4.21 | 4.63 | 4.40 | 3.01 | 2.50 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) |
-3.59%
Oct 2020 - Oct 2023 |
-0.34%
Oct 2017 - Oct 2022 |
1.70%
Oct 2013 - Oct 2023 |
2.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) |
11.88%
Feb 2009 - Feb 2012 |
8.89%
Feb 2009 - Feb 2014 |
5.99%
Feb 2009 - Feb 2019 |
4.44%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart