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FBFEX: FIDELITY ADVISOR FREEDOM 2030 FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/2003 |
| Last Dividend Date: | 05/13/2016 |
| 12-Mo. Yield | 4.82% |
| Expenses | 1.00% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/09/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.2 | 3.7 | 3.6 | -4.1 | -5.7 | -1.3 | 10.4 | 10.8 | -6.0 | 12.5 | 28.5 | -42.3 | 4.8 | 9.0 | 5.7 | 7.6 | -2.1 |
| Sharpe Ratio | NA | -0.77 | -0.09 | 0.02 | -0.03 | -0.01 | -0.54 | -0.47 | -0.08 | 1.26 | 1.17 | -0.36 | 0.83 | 1.19 | -1.29 | 0.14 | 0.61 | 0.42 | 0.7 | -0.19 |
| Draw Down(%) | NA | 18.0 | 20.8 | 20.8 | 57.1 | 57.1 | 10.7 | 13.4 | 7.6 | 6.3 | 8.3 | 17.9 | 12.8 | 23.3 | 50.3 | 8.5 | 10.5 | 6.4 | 8.7 | 14.1 |
| Standard Deviation(%) | NA | 15.1 | 13.6 | 13.6 | 17.7 | 16.2 | 15.6 | 12.2 | 15.7 | 8.2 | 9.2 | 16.7 | 15.0 | 23.8 | 33.4 | 13.0 | 9.4 | 8.5 | 9.5 | 14.9 |
| Treynor Ratio | NA | -0.1 | -0.01 | 0.0 | -0.01 | 0.0 | -0.08 | -0.05 | -0.01 | 0.13 | 0.13 | -0.07 | 0.13 | 0.28 | -0.45 | 0.02 | 0.06 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.04 | -0.03 | -0.04 | -0.02 | -0.03 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.07 | -0.01 | -0.02 | NA | NA | NA |
| Beta | NA | 1.12 | 1.08 | 0.94 | 0.96 | 0.96 | 1.1 | 1.11 | 1.1 | 0.82 | 0.86 | 0.85 | 0.97 | 1.02 | 0.95 | 0.91 | 0.93 | NA | NA | NA |
| RSquared | NA | 0.92 | 0.63 | 0.74 | 0.9 | 0.8 | 0.89 | 0.93 | 0.32 | 0.78 | 0.96 | 0.97 | 0.98 | 0.99 | 0.98 | 0.95 | 0.38 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.8 | 5.6 | 4.7 | 3.7 | N/A | 3.1 | 4.1 | 5.7 | 5.8 | 1.4 | 2.2 | 1.9 | 2.0 | 4.2 | 3.3 | 3.1 | 1.0 | 0.8 | 0.6 |
| Dividend Growth(%) | N/A | -28.4 | 141.0 | 77.5 | N/A | N/A | -29.0 | -29.0 | 7.5 | 369.4 | -40.3 | 27.7 | 19.8 | -71.8 | 32.3 | 16.1 | 246.1 | 22.3 | 34.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2003
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