FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX)

Basic Info 11.61 0.02(0.17%)
May 17

FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS started on 12/03/2009
FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS is classified as asset class Retirement Income
FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS expense ratio is 0.06%
FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS rating is
(17%)

FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) Dividend Info

FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) dividend growth in the last 12 months is -2.01%

The trailing 12-month yield of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS is 2.74%. its dividend history:

DateDividend
05/03/2024 0.031
04/05/2024 0.019
03/01/2024 0.018
02/02/2024 0.011
12/28/2023 0.155
11/03/2023 0.018
10/06/2023 0.023
09/08/2023 0.016
08/04/2023 0.018
07/07/2023 0.018
06/02/2023 0.015
05/05/2023 0.025
04/05/2023 0.018
03/03/2023 0.011
02/03/2023 0.011
12/29/2022 0.187
11/04/2022 0.012
10/07/2022 0.014
09/02/2022 0.009
08/05/2022 0.013
07/01/2022 0.041
06/03/2022 0.008
05/06/2022 0.034
04/01/2022 0.007
03/04/2022 0.006
02/04/2022 0.004
12/30/2021 0.143
11/05/2021 0.006
10/01/2021 0.007
09/03/2021 0.006
08/06/2021 0.007
07/02/2021 0.006
06/04/2021 0.005
05/07/2021 0.061
04/05/2021 0.006
03/05/2021 0.007
02/05/2021 0.005
12/30/2020 0.138
11/06/2020 0.007
10/02/2020 0.009
09/04/2020 0.007
08/07/2020 0.01
07/10/2020 0.006
06/05/2020 0.007
05/08/2020 0.03
05/01/2020 0.025
04/03/2020 0.012
03/06/2020 0.013
02/07/2020 0.011
12/30/2019 0.679
11/08/2019 0.018
10/04/2019 0.013
09/06/2019 0.021
08/02/2019 0.014
07/05/2019 0.016
06/07/2019 0.023
05/03/2019 0.029
04/05/2019 0.016
03/08/2019 0.019
02/08/2019 0.015
12/28/2018 0.103
11/02/2018 0.013
10/05/2018 0.016
09/07/2018 0.021
08/03/2018 0.013
07/06/2018 0.018
06/01/2018 0.015
05/04/2018 0.015
04/06/2018 0.016
03/02/2018 0.013
02/02/2018 0.009
12/28/2017 0.092
11/03/2017 0.012
10/06/2017 0.009
09/06/2017 0.013
08/04/2017 0.011
07/07/2017 0.012
06/02/2017 0.01
05/05/2017 0.016
04/07/2017 0.012
03/03/2017 0.009
02/03/2017 0.004
12/28/2016 0.085
11/04/2016 0.009
10/07/2016 0.008
08/05/2016 0.01
07/08/2016 0.009
06/03/2016 0.01
05/13/2016 0.018
04/08/2016 0.011
03/04/2016 0.008
02/05/2016 0.01
12/29/2015 0.077
11/06/2015 0.009
10/02/2015 0.01
09/02/2015 0.008
08/07/2015 0.012
07/01/2015 0.008
06/05/2015 0.004
05/01/2015 0.013
04/01/2015 0.01
03/06/2015 0.009
02/06/2015 0.003
01/29/2015 0.057
12/29/2014 0.087
11/07/2014 0.01
10/03/2014 0.008
09/05/2014 0.008
08/08/2014 0.008
07/03/2014 0.008
06/06/2014 0.01
05/02/2014 0.065
04/04/2014 0.009
03/07/2014 0.009
02/07/2014 0.009
12/27/2013 0.057
11/01/2013 0.006
10/04/2013 0.005
09/06/2013 0.006
08/02/2013 0.006
07/05/2013 0.004
06/07/2013 0.006
05/03/2013 0.025
04/05/2013 0.006
03/01/2013 0.004
02/08/2013 0.004
12/28/2012 0.089
12/07/2012 0.007
11/02/2012 0.006
10/05/2012 0.005
09/07/2012 0.005
08/03/2012 0.007
07/06/2012 0.007
06/01/2012 0.006
05/04/2012 0.017
04/04/2012 0.008
03/02/2012 0.006
02/03/2012 0.006
12/29/2011 0.128
12/02/2011 0.007
11/04/2011 0.01
10/07/2011 0.005
09/02/2011 0.007
08/05/2011 0.008
07/08/2011 0.009
06/03/2011 0.009
05/06/2011 0.018
04/06/2011 0.01
03/04/2011 0.005
02/04/2011 0.005
12/30/2010 0.062
12/03/2010 0.01
11/05/2010 0.01
10/01/2010 0.005
09/03/2010 0.005
08/06/2010 0.01
12/28/2009 0.046
12/04/2009 0.01

Dividend Growth History for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.328 2.99% -2.09% -
2022 $0.335 2.65% 29.34% -2.09%
2021 $0.259 2.06% -5.82% 12.53%
2020 $0.275 2.31% -68.13% 6.05%
2019 $0.863 7.48% 242.46% -21.48%
2018 $0.252 2.11% 26.00% 5.41%
2017 $0.2 1.75% 12.36% 8.59%
2016 $0.178 1.59% -19.09% 9.12%
2015 $0.22 1.93% -4.76% 5.12%
2014 $0.231 2.07% 79.07% 3.97%
2013 $0.129 1.17% -23.67% 9.78%
2012 $0.169 1.58% -23.53% 6.21%
2011 $0.221 2.08% 116.67% 3.35%
2010 $0.102 1.00% 82.14% 9.40%
2009 $0.056 0.55% - 13.46%

Dividend Growth Chart for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX)


FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) Historical Returns And Risk Info

From 12/30/2009 to 05/17/2024, the compound annualized total return (dividend reinvested) of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 3.282%. Its cumulative total return (dividend reinvested) is 58.977%.

From 12/30/2009 to 05/17/2024, the Maximum Drawdown of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 15.0%.

From 12/30/2009 to 05/17/2024, the Sharpe Ratio of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 0.64.

From 12/30/2009 to 05/17/2024, the Annualized Standard Deviation of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 3.9%.

From 12/30/2009 to 05/17/2024, the Beta of FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 0.7.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
12/30/2009
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) 0.6 1.5 6.0 0.1 2.9 2.9 3.3 8.3 -11.1 2.9 8.5 10.6 -1.5 6.4 3.7 0.2 3.9 3.1 4.8 2.5 5.4 -0.0
Sharpe Ratio NA 0.05 0.42 -0.4 0.24 0.44 0.64 0.76 -1.75 0.9 1.4 3.75 -0.89 3.03 1.06 0.04 1.65 1.13 2.01 0.62 1.55 -0.32
Draw Down(%) NA 2.2 4.8 15.0 15.0 15.0 15.0 4.8 14.5 2.2 8.0 0.8 3.2 0.8 2.0 3.8 1.7 3.0 1.7 3.3 2.3 0.2
Standard Deviation(%) NA 4.6 5.1 5.6 5.2 4.2 3.9 5.3 7.1 3.2 5.9 2.4 3.2 1.9 3.3 3.4 2.3 2.7 2.4 3.9 3.5 1.7
Treynor Ratio NA 0.0 0.02 -0.03 0.02 0.03 0.04 0.05 -0.16 0.04 0.14 0.14 -0.04 0.08 0.05 0.0 0.05 0.05 0.08 0.04 0.09 -0.01
Alpha NA -0.01 -0.01 0.0 0.0 0.0 0.0 -0.01 0.0 0.0 0.01 0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01
Beta NA 0.86 0.88 0.82 0.72 0.72 0.7 0.89 0.8 0.72 0.58 0.66 0.68 0.77 0.74 0.75 0.7 0.67 0.61 0.63 0.63 0.54
RSquare NA 0.91 0.93 0.92 0.89 0.89 0.89 0.92 0.94 0.86 0.89 0.76 0.84 0.8 0.94 0.91 0.9 0.91 0.88 0.94 0.93 0.65
Yield(%) N/A 0.7 3.0 2.4 3.4 2.8 N/A 3.1 2.6 2.1 2.4 7.5 2.2 1.7 1.6 1.9 2.1 1.2 1.8 2.1 0.9 0.6
Dividend Growth(%) N/A -76.5 -2.0 -34.9 92.9 N/A N/A 3.0 22.2 -3.6 -67.8 234.6 36.8 5.6 -18.2 -8.3 84.6 -31.6 -13.6 144.4 50.0 N/A

Return Calculator for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX)

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FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) Historical Return Chart

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FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) 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 12/30/2009 to 05/17/2024, the worst annualized return of 3-year rolling returns for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is -1.44%.
From 12/30/2009 to 05/17/2024, the worst annualized return of 5-year rolling returns for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 1.3%.
From 12/30/2009 to 05/17/2024, the worst annualized return of 10-year rolling returns for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is 2.23%.
From 12/30/2009 to 05/17/2024, the worst annualized return of 20-year rolling returns for FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (FIKFX) is NA.

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