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FDEWX: FIDELITY FREEDOM INDEX 2055 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 27.66 0.85(2.98%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.14% |
| Expenses | 0.12% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.7 | 8.7 | 24.1 | 18.2 | 9.1 | 11.4 | 9.9 | 21.4 | 14.1 | 19.9 | -18.3 | 15.4 | 15.8 | 26.0 | -7.2 | 20.5 | 9.4 | -1.6 | 6.6 | 20.3 | 13.7 | -6.0 |
| Sharpe Ratio | NA | 1.28 | 1.78 | 1.16 | 0.46 | 0.64 | 0.6 | 1.24 | 0.98 | 1.44 | -0.97 | 1.35 | 0.54 | 2.41 | -0.63 | 3.44 | 0.74 | -0.13 | 0.69 | 2.19 | 1.21 | -0.41 |
| Draw Down(%) | NA | 9.1 | 9.1 | 14.7 | 26.4 | 30.7 | 30.7 | 14.7 | 6.9 | 11.0 | 25.8 | 5.0 | 30.7 | 5.4 | 16.9 | 1.7 | 10.1 | 12.3 | 7.5 | 6.6 | 10.2 | 18.2 |
| Standard Deviation(%) | NA | 14.9 | 12.1 | 12.9 | 14.4 | 15.2 | 14.7 | 15.0 | 10.8 | 11.4 | 20.3 | 11.4 | 28.6 | 10.2 | 13.7 | 5.8 | 12.4 | 12.9 | 9.6 | 9.3 | 11.4 | 25.0 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.18 | 0.08 | 0.12 | 0.11 | 0.24 | 0.13 | 0.2 | -0.24 | 0.19 | 0.2 | 0.31 | -0.11 | 0.24 | 0.1 | -0.02 | 0.08 | 0.25 | 0.16 | -0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.04 |
| Beta | NA | 1.03 | 0.93 | 0.83 | 0.82 | 0.8 | 0.81 | 0.77 | 0.8 | 0.83 | 0.82 | 0.83 | 0.77 | 0.8 | 0.79 | 0.83 | 0.92 | 0.81 | 0.81 | 0.81 | 0.87 | 0.85 |
| RSquared | NA | 0.92 | 0.89 | 0.91 | 0.92 | 0.92 | 0.93 | 0.94 | 0.88 | 0.9 | 0.95 | 0.91 | 0.89 | 0.97 | 0.97 | 0.91 | 0.95 | 0.96 | 0.92 | 0.94 | 0.94 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 2.3 | 2.2 | 2.3 | 1.5 | 1.7 | 1.5 | 12.3 | 2.2 | 2.3 | 2.6 | 2.2 | 2.0 | 1.7 | 1.8 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 18.4 | 15.6 | 16.6 | 2.6 | 27.0 | -85.7 | 414.0 | 12.7 | -5.8 | 12.0 | 17.4 | 37.4 | 1.8 | -38.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2011
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