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FDTKX: FIDELITY FREEDOM 2025 FUND CLASS K6 (MUTUAL FUND)
Basic Info 15.3 0.02(0.13%) June 09
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.86% |
| Expenses | 0.62% |
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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 | Since 06/07/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 3.4 | 13.8 | 11.8 | 2.9 | 5.3 | 16.8 | 8.5 | 14.4 | -21.5 | 2.1 | 9.3 | 19.7 | -5.8 | 7.4 |
| Sharpe Ratio | NA | 0.43 | 1.28 | 0.95 | 0.03 | 0.32 | 1.47 | 0.62 | 1.3 | -1.49 | 0.23 | 0.51 | 2.83 | -0.8 | 3.08 |
| Draw Down(%) | NA | 6.3 | 6.3 | 8.9 | 30.4 | 30.4 | 8.9 | 4.0 | 8.4 | 26.4 | 5.4 | 21.7 | 3.2 | 12.6 | 1.4 |
| Standard Deviation(%) | NA | 11.0 | 8.6 | 9.0 | 10.5 | 10.8 | 9.5 | 7.8 | 8.4 | 15.4 | 9.1 | 17.6 | 6.4 | 9.0 | 4.1 |
| Treynor Ratio | NA | 0.07 | 0.19 | 0.16 | 0.01 | 0.07 | 0.3 | 0.09 | 0.21 | -0.42 | 0.04 | 0.2 | 0.37 | -0.14 | 0.24 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | 0.02 | -0.02 | 0.0 | -0.06 | -0.04 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta | NA | 0.66 | 0.58 | 0.52 | 0.52 | 0.49 | 0.46 | 0.52 | 0.52 | 0.54 | 0.51 | 0.45 | 0.49 | 0.5 | 0.52 |
| RSquared | NA | 0.71 | 0.69 | 0.74 | 0.71 | 0.75 | 0.84 | 0.7 | 0.66 | 0.73 | 0.55 | 0.8 | 0.89 | 0.92 | 0.7 |
| Yield(%) | N/A | 0.0 | 4.9 | 5.0 | 3.3 | N/A | 7.4 | 4.4 | 2.7 | 2.4 | 2.6 | 1.4 | 7.1 | 6.1 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | -11.5 | 93.3 | N/A | N/A | 75.6 | 82.1 | -14.5 | -9.2 | 100.5 | -77.8 | 3.2 | 108.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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