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FATKX: FIDELITY FREEDOM 2020 FUND CLASS K6 (MUTUAL FUND)
Basic Info 15.61 0.03(0.19%) June 08
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 5.57% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 2.5 | 12.0 | 10.6 | 2.2 | 4.2 | 15.1 | 7.6 | 13.2 | -20.9 | -0.5 | 7.2 | 18.1 | -5.0 | 6.8 |
| Sharpe Ratio | NA | 0.3 | 1.19 | 0.91 | -0.05 | 0.25 | 1.53 | 0.57 | 1.25 | -1.58 | -0.06 | 0.44 | 2.92 | -0.8 | 3.08 |
| Draw Down(%) | NA | 5.5 | 5.5 | 7.6 | 29.9 | 30.1 | 7.3 | 3.5 | 7.6 | 25.5 | 6.2 | 19.7 | 2.8 | 11.3 | 1.2 |
| Standard Deviation(%) | NA | 9.8 | 7.5 | 8.0 | 9.6 | 9.8 | 8.1 | 7.0 | 7.7 | 14.2 | 9.0 | 15.8 | 5.7 | 8.0 | 3.7 |
| Treynor Ratio | NA | 0.05 | 0.18 | 0.16 | -0.01 | 0.06 | 0.32 | 0.09 | 0.22 | -0.46 | -0.01 | 0.17 | 0.39 | -0.14 | 0.24 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | 0.02 | -0.02 | 0.0 | -0.06 | -0.05 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta | NA | 0.57 | 0.49 | 0.44 | 0.46 | 0.43 | 0.39 | 0.45 | 0.45 | 0.48 | 0.45 | 0.4 | 0.43 | 0.45 | 0.48 |
| RSquared | NA | 0.65 | 0.64 | 0.68 | 0.65 | 0.7 | 0.81 | 0.66 | 0.58 | 0.68 | 0.43 | 0.76 | 0.87 | 0.91 | 0.7 |
| Yield(%) | N/A | 0.0 | 5.6 | 5.6 | 3.6 | N/A | 8.2 | 5.2 | 3.2 | 2.5 | 2.6 | 1.4 | 7.5 | 6.7 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | -6.6 | 108.1 | N/A | N/A | 62.0 | 76.6 | -2.6 | -5.8 | 96.1 | -79.2 | -2.1 | 112.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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