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FDKLX: FIDELITY FREEDOM INDEX 2060 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 23.54 0.1(0.43%) June 08
| Asset Class: | Target Date 2060+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/2014 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.11% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/05/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 9.2 | 23.9 | 18.4 | 9.4 | 11.5 | 10.0 | 21.4 | 14.2 | 19.9 | -18.2 | 15.5 | 15.8 | 26.1 | -7.2 | 20.6 | 9.3 | -1.5 | 2.2 |
| Sharpe Ratio | NA | 1.27 | 1.77 | 1.16 | 0.46 | 0.64 | 0.57 | 1.24 | 0.98 | 1.44 | -0.97 | 1.36 | 0.54 | 2.42 | -0.63 | 3.39 | 0.73 | -0.12 | 0.5 |
| Draw Down(%) | NA | 9.1 | 9.1 | 14.7 | 26.3 | 30.7 | 30.7 | 14.7 | 6.9 | 11.0 | 25.8 | 5.0 | 30.7 | 5.4 | 16.8 | 1.7 | 10.1 | 12.3 | 7.5 |
| Standard Deviation(%) | NA | 14.9 | 12.1 | 12.9 | 14.4 | 15.2 | 14.9 | 15.0 | 10.8 | 11.4 | 20.3 | 11.3 | 28.6 | 10.2 | 13.8 | 5.9 | 12.5 | 13.0 | 11.3 |
| Treynor Ratio | NA | 0.18 | 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 | 0.25 | 0.1 | -0.02 | 0.07 |
| 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 | -0.04 |
| Beta | NA | 1.03 | 0.94 | 0.83 | 0.82 | 0.8 | 0.81 | 0.77 | 0.8 | 0.83 | 0.82 | 0.83 | 0.77 | 0.8 | 0.79 | 0.81 | 0.93 | 0.82 | 0.78 |
| RSquared | NA | 0.92 | 0.89 | 0.9 | 0.92 | 0.91 | 0.92 | 0.93 | 0.88 | 0.9 | 0.95 | 0.91 | 0.89 | 0.96 | 0.97 | 0.85 | 0.95 | 0.96 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 2.3 | 2.2 | 2.2 | 1.5 | 1.7 | 1.5 | 8.0 | 2.1 | 2.5 | 2.6 | 1.8 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 19.6 | 15.0 | 16.3 | 1.9 | 29.0 | -77.5 | 235.1 | 1.5 | 4.0 | 41.0 | 12.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2014
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