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FDENX: FIDELITY FREEDOM K 2055 FUND FIDELITY FREEDOM K 2055 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/03/2011 |
| Last Dividend Date: | 08/30/2017 |
| 12-Mo. Yield | 3.38% |
| Expenses | 0.05% |
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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 | Since 06/03/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.2 | 3.3 | 8.6 | 13.5 | 8.8 | -0.1 | 6.0 | 22.8 | 15.4 | -9.7 |
| Sharpe Ratio | NA | 2.35 | 0.59 | 0.87 | 0.63 | 2.86 | 0.64 | -0.01 | 0.59 | 2.43 | 1.3 | -0.61 |
| Draw Down(%) | NA | 4.5 | 17.9 | 17.9 | 20.5 | 1.8 | 11.9 | 12.5 | 7.7 | 6.6 | 10.9 | 20.5 |
| Standard Deviation(%) | NA | 7.3 | 12.1 | 11.1 | 13.4 | 6.8 | 13.4 | 13.4 | 10.0 | 9.3 | 11.9 | 26.3 |
| Treynor Ratio | NA | 0.2 | 0.08 | 0.11 | 0.09 | 0.22 | 0.09 | 0.0 | 0.07 | 0.28 | 0.17 | -0.18 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
| Beta | NA | 0.88 | 0.89 | 0.87 | 0.89 | 0.86 | 0.99 | 0.84 | 0.85 | 0.82 | 0.9 | 0.9 |
| RSquared | NA | 0.87 | 0.92 | 0.93 | 0.94 | 0.84 | 0.94 | 0.95 | 0.92 | 0.94 | 0.94 | 0.97 |
| Yield(%) | N/A | 3.4 | 4.1 | 4.6 | N/A | 1.8 | 3.7 | 4.7 | 7.3 | 1.3 | 2.4 | 1.9 |
| Dividend Growth(%) | N/A | -29.6 | 36.4 | N/A | N/A | -47.9 | -25.7 | -35.9 | 562.6 | -37.9 | 14.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2011
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See Target Date 2051+ Asset Class Trend Rankings |
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