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FATHX: FIDELITY ADVISOR FREEDOM 2035 FUND CLASS A (MUTUAL FUND)
Basic Info 16.42 0.41(2.44%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.73% |
| Expenses | 0.96% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 2.2 | 13.2 | 13.1 | 5.6 | 9.6 | 8.4 | 7.0 | 7.4 | 18.4 | 10.4 | 16.4 | -17.7 | 13.7 | 16.2 | 25.4 | -8.0 | 21.2 | 8.1 | -1.0 | 5.2 | 20.0 | 13.9 | -4.6 | 15.7 | 32.1 | -39.5 | 9.0 | 13.2 | 7.7 | 9.8 | 6.6 |
| Sharpe Ratio | NA | 0.17 | 0.92 | 0.89 | 0.24 | 0.57 | NA | NA | 0.4 | 1.33 | 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 | 9.7 |
| Draw Down(%) | NA | 7.6 | 7.6 | 11.4 | 26.1 | 29.2 | NA | NA | 54.7 | 11.4 | 5.4 | 9.6 | 24.8 | 5.4 | 29.2 | 5.1 | 17.4 | 1.9 | 11.8 | 12.7 | 7.8 | 6.3 | 9.7 | 20.0 | 13.5 | 23.9 | 49.1 | 8.5 | 9.1 | 6.6 | 8.7 | 1.0 |
| Standard Deviation(%) | NA | 15.1 | 11.4 | 11.1 | 12.6 | 13.8 | NA | NA | 15.4 | 11.7 | 9.4 | 9.8 | 18.0 | 10.8 | 25.7 | 9.7 | 13.2 | 6.2 | 13.4 | 13.4 | 10.0 | 8.5 | 10.5 | 19.1 | 16.2 | 24.8 | 34.2 | 13.0 | 9.0 | 8.6 | 9.9 | 8.0 |
| Treynor Ratio | NA | 0.02 | 0.09 | 0.09 | 0.03 | 0.07 | NA | NA | 0.06 | 0.15 | 0.06 | 0.12 | -0.18 | 0.12 | 0.15 | 0.21 | -0.08 | 0.17 | 0.07 | -0.01 | 0.05 | 0.23 | 0.16 | -0.05 | 0.16 | 0.32 | -0.43 | 0.07 | 0.1 | 0.05 | 0.08 | 0.68 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.2 | 1.12 | 1.07 | 1.08 | 1.08 | NA | NA | 0.99 | 1.05 | 1.08 | 1.04 | 1.08 | 1.1 | 1.02 | 1.14 | 1.14 | 1.19 | 1.17 | 1.12 | 1.08 | 0.87 | 0.89 | 0.89 | 0.96 | 0.99 | 0.93 | 0.89 | 0.94 | 1.11 | 1.12 | 1.14 |
| RSquared | NA | 0.82 | 0.84 | 0.9 | 0.94 | 0.96 | NA | NA | 0.97 | 0.98 | 0.97 | 0.97 | 0.99 | 0.88 | 0.92 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.96 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 3.4 | 1.7 | 7.3 | 9.8 | 6.5 | 8.3 | 9.7 | 5.8 | 4.9 | 4.8 | 7.0 | 7.7 | 1.9 | 2.9 | 2.3 | 2.7 | 4.6 | 3.8 | 3.6 | 1.4 | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 151.2 | 130.0 | -82.7 | -21.6 | 61.0 | -8.3 | -29.4 | 92.5 | 24.2 | -5.7 | -31.4 | -1.4 | 345.5 | -37.2 | 41.8 | 7.2 | -64.8 | 23.7 | 15.2 | 187.6 | 0.7 | 78.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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