Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) | 5.79% | 7.62% | 5.37% | 2.96% | 3.75% | 4.13% | 3.99% | 4.22% |
Data as of 07/03/2025, AR inception is 07/29/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FIAFX (FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I) | 07/29/2003 | 07/03/2025 |
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 (%) | 0.09 | 7.62 | 5.37 | 2.96 | 3.75 | 4.13 | 3.99 | 4.22 | 5.79 | 4.29 | 8.05 | -11.47 | 3.13 | 8.79 | 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 | 0.88 | 0.38 | 0.23 | 0.50 | NA | NA | 0.61 | 1.66 | 0.14 | 0.82 | -1.80 | 0.92 | 1.38 | 3.96 | -0.98 | 3.35 | 1.26 | -0.18 | 1.38 | 1.59 | 2.41 | 0.48 | 1.94 | 2.55 | -1.62 | 0.33 | 1.14 | 0.36 | 1.06 | 2.89 |
Standard Deviation(%) | NA | 4.96 | 5.65 | 5.20 | 4.61 | NA | NA | 4.75 | 5.45 | 4.67 | 5.42 | 7.18 | 3.38 | 6.17 | 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 | 3.37 | 8.24 | 15.99 | 15.99 | NA | NA | 22.64 | 3.23 | 2.78 | 4.88 | 15.14 | 2.27 | 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 | 3.03 | 3.22 | 3.76 | 3.90 | 4.02 | 3.92 | 4.11 | 0.80 | 3.07 | 3.01 | 4.92 | 5.16 | 3.98 | 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 |
Data as of 07/03/2025, AR inception is 07/29/2003
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) |
-2.52%
Feb 2006 - Feb 2009 |
-0.29%
Feb 2004 - Feb 2009 |
2.51%
Oct 2013 - Oct 2023 |
2.60%
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 |
4.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart