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FATWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS A (MUTUAL FUND)
Basic Info 13.69 0.28(2.00%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.53% |
| Expenses | 1.62% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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(%) | -1.8 | 1.4 | 10.7 | 10.5 | 4.0 | 7.4 | 6.7 | 6.0 | 6.5 | 15.8 | 7.6 | 13.2 | -16.8 | 9.6 | 13.9 | 20.0 | -5.7 | 16.3 | 7.1 | -0.9 | 5.1 | 15.9 | 12.7 | -2.6 | 14.7 | 30.8 | -35.4 | 8.6 | 11.9 | 7.0 | 8.8 | 6.1 |
| Sharpe Ratio | NA | 0.44 | 1.18 | 0.89 | 0.19 | 0.58 | NA | NA | 0.42 | 1.39 | 0.51 | 1.16 | -1.3 | 1.21 | 0.76 | 2.82 | -0.78 | 3.53 | 0.69 | -0.09 | 0.64 | 2.19 | 1.48 | -0.17 | 1.07 | 1.44 | -1.24 | 0.49 | 1.06 | 0.61 | 0.86 | 9.71 |
| Draw Down(%) | NA | 6.4 | 6.4 | 8.8 | 23.8 | 23.8 | NA | NA | 49.4 | 8.8 | 3.9 | 8.5 | 22.6 | 4.1 | 22.0 | 3.1 | 12.5 | 1.3 | 8.7 | 10.1 | 6.1 | 5.9 | 7.8 | 16.7 | 11.4 | 21.1 | 44.4 | 7.3 | 7.9 | 5.8 | 8.1 | 0.9 |
| Standard Deviation(%) | NA | 12.7 | 9.3 | 9.3 | 10.1 | 10.3 | NA | NA | 12.5 | 9.4 | 7.9 | 8.3 | 14.1 | 7.9 | 17.8 | 6.6 | 9.1 | 4.4 | 9.9 | 10.2 | 7.9 | 7.2 | 8.6 | 15.8 | 13.7 | 21.3 | 29.2 | 11.1 | 8.0 | 7.8 | 9.1 | 7.1 |
| Treynor Ratio | NA | 0.04 | 0.09 | 0.07 | 0.02 | 0.15 | NA | NA | 0.08 | 0.12 | 0.04 | 0.09 | -0.18 | 0.09 | 0.15 | 3.4 | -0.3 | 0.15 | 0.06 | -0.01 | 0.05 | 0.18 | 0.14 | -0.03 | 0.15 | 0.31 | -0.39 | 0.06 | 0.09 | 0.04 | 0.06 | 0.55 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | 0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 1.33 | 1.23 | 1.15 | 1.08 | 0.4 | NA | NA | 0.68 | 1.12 | 1.13 | 1.05 | 1.03 | 1.01 | 0.89 | 0.05 | 0.24 | 1.05 | 1.07 | 1.05 | 1.06 | 0.89 | 0.91 | 0.91 | 0.98 | 1.0 | 0.93 | 0.87 | 0.96 | 1.27 | 1.31 | 1.27 |
| RSquared | NA | 0.79 | 0.82 | 0.92 | 0.94 | 0.39 | NA | NA | 0.68 | 0.97 | 0.97 | 0.95 | 0.98 | 0.88 | 0.92 | 0.09 | 0.29 | 0.93 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.93 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 4.0 | 2.1 | 6.8 | 9.3 | 6.5 | 7.2 | 8.2 | 5.7 | 4.6 | 4.8 | 6.8 | 6.6 | 2.2 | 3.0 | 2.5 | 3.1 | 4.7 | 4.0 | 3.8 | 1.6 | 1.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 117.6 | 105.6 | -76.0 | -26.6 | 51.1 | 1.4 | -24.4 | 58.6 | 29.6 | -9.8 | -31.0 | 9.3 | 230.9 | -29.1 | 33.0 | 2.8 | -59.3 | 22.6 | 13.4 | 148.1 | 35.1 | 123.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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