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FDEEX: FIDELITY FREEDOM 2055 FUND FIDELITY FREEDOM 2055 FUND (MUTUAL FUND)
Basic Info 20.01 0.69(3.33%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 6.23% |
| Expenses | 0.65% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 9.9 | 26.3 | 19.3 | 9.5 | 12.1 | 10.6 | 23.7 | 14.0 | 20.5 | -18.3 | 16.6 | 18.3 | 25.3 | -8.9 | 22.3 | 8.6 | -0.2 | 5.8 | 22.7 | 15.3 | -8.3 |
| Sharpe Ratio | NA | 1.98 | 2.22 | 1.3 | 0.52 | 0.69 | 0.63 | 1.34 | 0.9 | 1.48 | -0.95 | 1.36 | 0.65 | 2.31 | -0.76 | 3.46 | 0.62 | -0.02 | 0.57 | 2.43 | 1.31 | -0.54 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.4 | 27.3 | 31.0 | 31.0 | 15.4 | 7.7 | 10.7 | 26.2 | 5.8 | 31.0 | 5.8 | 18.6 | 1.8 | 11.9 | 12.5 | 7.8 | 6.6 | 10.9 | 20.5 |
| Standard Deviation(%) | NA | 16.1 | 12.8 | 13.6 | 15.0 | 15.4 | 15.0 | 15.7 | 11.6 | 11.5 | 20.8 | 12.2 | 27.8 | 10.3 | 13.6 | 6.3 | 13.4 | 13.4 | 10.1 | 9.3 | 11.8 | 26.3 |
| Treynor Ratio | NA | 0.28 | 0.29 | 0.21 | 0.09 | 0.13 | 0.12 | 0.26 | 0.12 | 0.21 | -0.24 | 0.2 | 0.24 | 0.3 | -0.13 | 0.26 | 0.08 | 0.0 | 0.07 | 0.28 | 0.17 | -0.16 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.03 | -0.02 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
| Beta | NA | 1.12 | 0.99 | 0.86 | 0.84 | 0.8 | 0.82 | 0.8 | 0.85 | 0.81 | 0.82 | 0.85 | 0.74 | 0.8 | 0.77 | 0.85 | 0.99 | 0.84 | 0.86 | 0.82 | 0.89 | 0.89 |
| RSquared | NA | 0.88 | 0.85 | 0.88 | 0.88 | 0.88 | 0.9 | 0.92 | 0.85 | 0.86 | 0.91 | 0.83 | 0.86 | 0.94 | 0.94 | 0.82 | 0.94 | 0.96 | 0.92 | 0.94 | 0.93 | 0.97 |
| Yield(%) | N/A | 3.6 | N/A | N/A | N/A | N/A | N/A | 4.6 | 2.0 | 2.3 | 8.3 | 11.8 | 4.7 | 7.3 | 5.7 | 4.2 | 3.7 | 4.8 | 5.0 | 4.9 | 2.3 | 2.4 |
| Dividend Growth(%) | N/A | -6.5 | N/A | N/A | N/A | N/A | N/A | 164.7 | 1.9 | -80.2 | -25.3 | 178.7 | -24.0 | 9.7 | 59.2 | 20.2 | -26.1 | -4.0 | 16.3 | 142.4 | -12.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2011
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