FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX)

Basic Info

FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND started on 07/09/2009
FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND is classified as asset class Retirement Income
FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND expense ratio is 0.39%
FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND rating is
Not Rated

FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) Dividend Info

FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) dividend growth in the last 12 months is 22.85%

The trailing 12-month yield of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND is 3.89%. its dividend history:

DateDividend
08/30/2017 0.122
08/04/2017 0.012
07/07/2017 0.011
06/02/2017 0.011
05/05/2017 0.104
04/07/2017 0.013
03/03/2017 0.01
02/03/2017 0.018
12/28/2016 0.127
11/04/2016 0.015
10/07/2016 0.014
08/05/2016 0.016
07/08/2016 0.014
06/03/2016 0.012
05/13/2016 0.071
04/08/2016 0.014
03/04/2016 0.013
02/05/2016 0.023
12/29/2015 0.172
11/06/2015 0.02
10/02/2015 0.017
09/02/2015 0.012
08/07/2015 0.018
07/01/2015 0.013
06/05/2015 0.017
05/08/2015 0.126
05/01/2015 0.015
04/01/2015 0.015
03/06/2015 0.012
02/06/2015 0.011
01/29/2015 0.054
12/29/2014 0.136
11/07/2014 0.018
10/03/2014 0.016
09/05/2014 0.013
08/08/2014 0.013
07/03/2014 0.015
06/06/2014 0.015
05/02/2014 0.318
04/04/2014 0.014
03/07/2014 0.014
02/07/2014 0.014
12/27/2013 0.054
11/01/2013 0.012
10/04/2013 0.012
09/06/2013 0.011
08/02/2013 0.008
07/05/2013 0.01
06/07/2013 0.009
05/03/2013 0.112
04/05/2013 0.01
03/01/2013 0.007
02/08/2013 0.008
12/28/2012 0.164
12/07/2012 0.014
11/02/2012 0.008
10/05/2012 0.011
09/07/2012 0.011
08/03/2012 0.012
07/06/2012 0.013
06/01/2012 0.01
05/04/2012 0.058
04/04/2012 0.011
03/02/2012 0.012
02/03/2012 0.01
12/29/2011 0.158
12/02/2011 0.01
11/04/2011 0.014
10/07/2011 0.014
09/02/2011 0.01
08/05/2011 0.015
07/08/2011 0.012
06/03/2011 0.011
05/06/2011 0.1
04/06/2011 0.01
03/04/2011 0.009
02/04/2011 0.01
12/30/2010 0.124
12/03/2010 0.015
11/05/2010 0.02
10/01/2010 0.01
09/03/2010 0.01
08/06/2010 0.01
07/09/2010 0.015
06/04/2010 0.015

Dividend Growth History for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.301 2.59% -5.64% -
2016 $0.319 2.82% -36.45% -5.64%
2015 $0.502 4.24% -14.33% -22.57%
2014 $0.586 4.90% 131.62% -19.91%
2013 $0.253 2.16% -24.25% 4.44%
2012 $0.334 2.94% -10.46% -2.06%
2011 $0.373 3.25% 70.32% -3.51%
2010 $0.219 2.00% - 4.65%

Dividend Growth Chart for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX)


FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) Historical Returns And Risk Info

From 07/09/2009 to 09/13/2017, the compound annualized total return (dividend reinvested) of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 5.473%. Its cumulative total return (dividend reinvested) is 54.582%.

From 07/09/2009 to 09/13/2017, the Maximum Drawdown of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 6.0%.

From 07/09/2009 to 09/13/2017, the Sharpe Ratio of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 1.52.

From 07/09/2009 to 09/13/2017, the Annualized Standard Deviation of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 3.5%.

From 07/09/2009 to 09/13/2017, the Beta of FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 0.76.

Last 1 Week* 1 Yr 3 Yr 5 Yr Since
07/09/2009
2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) 0.2 6.6 4.1 4.0 5.5 6.3 5.1 0.1 4.0 4.5 6.4 2.1 7.2 9.1
Sharpe Ratio NA 2.46 1.1 1.24 1.52 3.91 1.2 0.03 1.51 1.59 2.5 0.47 1.72 4.58
Draw Down(%) NA 1.9 6.0 6.0 6.0 0.8 3.1 4.5 1.8 3.3 2.0 4.5 3.0 1.5
Standard Deviation(%) NA 2.5 3.5 3.2 3.5 2.2 4.1 3.8 2.6 2.8 2.6 4.5 4.1 4.3
Treynor Ratio NA 0.07 0.04 0.05 0.07 0.1 0.05 0.0 0.05 0.06 0.1 0.03 0.1 0.26
Alpha NA 0.0 0.0 0.0 0.0 0.01 0.0 0.0 0.0 0.0 0.0 -0.01 0.0 0.01
Beta NA 0.85 0.87 0.81 0.76 0.83 0.93 0.84 0.78 0.69 0.66 0.72 0.74 0.77
RSquare NA 0.84 0.91 0.89 0.89 0.79 0.93 0.92 0.89 0.9 0.85 0.93 0.91 0.83
Yield(%) N/A 3.9 3.6 3.6 N/A 2.5 2.7 4.3 4.9 2.1 2.8 3.2 2.1 0.0
Dividend Growth(%) N/A 22.8 7.8 N/A N/A -6.5 -39.2 -13.6 136.0 -21.9 -13.5 60.9 N/A N/A

Return Calculator for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX)

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FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) Historical Return Chart

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FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/09/2009 to 09/13/2017, the worst annualized return of 3-year rolling returns for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 2.66%.
From 07/09/2009 to 09/13/2017, the worst annualized return of 5-year rolling returns for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is 3.71%.
From 07/09/2009 to 09/13/2017, the worst annualized return of 10-year rolling returns for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is NA.
From 07/09/2009 to 09/13/2017, the worst annualized return of 20-year rolling returns for FIDELITY FREEDOM K INCOME FUND FIDELITY FREEDOM K INCOME FUND (FFKAX) is NA.

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