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FBTWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 05/13/2016 |
| 12-Mo. Yield | 4.28% |
| 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 11/19/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.9 | 3.7 | 4.6 | -2.7 | -5.3 | -1.5 | 8.9 | 10.3 | -5.5 | 12.1 | 27.3 | -38.9 | 4.5 | 8.0 | 5.1 | 7.3 | 5.4 |
| Sharpe Ratio | NA | -0.8 | -0.02 | 0.04 | -0.02 | 0.04 | -0.44 | -0.52 | -0.14 | 1.12 | 1.19 | -0.35 | 0.87 | 1.26 | -1.35 | 0.13 | 0.56 | 0.37 | 0.7 | 8.31 |
| Draw Down(%) | NA | 15.5 | 18.4 | 18.4 | 53.1 | 53.1 | 8.8 | 11.7 | 6.2 | 6.7 | 8.0 | 17.0 | 11.8 | 21.2 | 46.4 | 7.4 | 9.5 | 6.0 | 8.4 | 0.8 |
| Standard Deviation(%) | NA | 12.4 | 10.6 | 11.5 | 15.6 | 14.4 | 12.9 | 10.2 | 11.2 | 7.9 | 8.7 | 15.9 | 13.9 | 21.6 | 29.5 | 11.2 | 8.5 | 7.9 | 9.1 | 7.1 |
| Treynor Ratio | NA | -0.09 | 0.0 | 0.0 | 0.0 | 0.01 | -0.05 | -0.05 | -0.02 | 0.1 | 0.11 | -0.06 | 0.12 | 0.27 | -0.43 | 0.02 | 0.05 | 0.02 | 0.05 | 0.48 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.02 | -0.03 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.06 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 1.08 | 1.03 | 0.95 | 0.95 | 0.96 | 1.11 | 1.01 | 1.02 | 0.86 | 0.92 | 0.91 | 0.99 | 1.01 | 0.93 | 0.86 | 0.98 | 1.28 | 1.3 | 1.23 |
| RSquared | NA | 0.91 | 0.72 | 0.82 | 0.93 | 0.93 | 0.91 | 0.91 | 0.45 | 0.75 | 0.96 | 0.96 | 0.98 | 0.98 | 0.98 | 0.95 | 0.9 | 0.92 | 0.92 | 0.85 |
| Yield(%) | N/A | 4.3 | 5.3 | 4.6 | 3.6 | N/A | 2.6 | 3.8 | 5.9 | 5.8 | 1.3 | 2.1 | 1.7 | 2.2 | 4.1 | 3.2 | 3.0 | 1.0 | 0.8 | 0.6 |
| Dividend Growth(%) | N/A | -28.4 | 110.1 | 79.4 | N/A | N/A | -35.7 | -36.7 | 8.7 | 375.8 | -40.2 | 39.9 | -3.8 | -65.5 | 31.0 | 13.6 | 222.3 | 36.6 | 49.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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