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FEFIX: FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I (MUTUAL FUND)
Basic Info 16.14 0.37(2.24%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 07/29/2003 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 8.12% |
| Expenses | 1.16% |
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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 | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.7 | 16.3 | 13.2 | 5.7 | 9.1 | 8.0 | 6.8 | 7.5 | 17.3 | 9.0 | 14.6 | -16.8 | 11.2 | 15.1 | 22.8 | -6.5 | 19.3 | 8.0 | -0.7 | 5.5 | 17.6 | 13.3 | -2.9 | 15.7 | 31.8 | -38.7 | 9.2 | 13.4 | 7.9 | 9.4 | 12.8 |
| Sharpe Ratio | NA | 1.55 | 1.93 | 1.16 | 0.35 | 0.66 | NA | NA | 0.45 | 1.4 | 0.64 | 1.26 | -1.2 | 1.26 | 0.71 | 2.72 | -0.71 | 3.45 | 0.65 | -0.06 | 0.54 | 2.32 | 1.47 | -0.18 | 1.05 | 1.33 | -1.19 | 0.48 | 1.12 | 0.66 | 0.88 | 3.55 |
| Draw Down(%) | NA | 7.0 | 7.0 | 9.8 | 24.3 | 25.0 | NA | NA | 53.7 | 9.8 | 4.4 | 8.8 | 23.0 | 4.5 | 25.0 | 3.9 | 14.6 | 1.5 | 10.6 | 11.8 | 7.9 | 6.0 | 8.2 | 17.5 | 12.1 | 23.2 | 48.1 | 8.4 | 8.9 | 6.3 | 8.4 | 3.2 |
| Standard Deviation(%) | NA | 11.2 | 8.7 | 9.5 | 10.7 | 11.5 | NA | NA | 13.9 | 10.3 | 8.3 | 8.7 | 15.3 | 8.9 | 20.9 | 7.8 | 11.1 | 5.4 | 12.0 | 12.2 | 10.2 | 7.6 | 9.1 | 16.7 | 14.8 | 24.0 | 33.2 | 12.9 | 9.0 | 8.5 | 9.5 | 8.9 |
| Treynor Ratio | NA | 0.16 | 0.16 | 0.11 | 0.04 | 0.08 | NA | NA | 0.06 | 0.14 | 0.05 | 0.11 | -0.18 | 0.11 | 0.15 | 0.21 | -0.07 | 0.16 | 0.07 | -0.01 | 0.05 | 0.21 | 0.16 | -0.03 | 0.16 | 0.31 | -0.41 | 0.07 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.04 | 0.01 | 0.0 | NA | NA | NA |
| Beta | NA | 1.11 | 1.07 | 1.05 | 1.02 | 1.01 | NA | NA | 0.98 | 1.03 | 1.05 | 1.0 | 1.0 | 1.01 | 0.96 | 1.04 | 1.08 | 1.16 | 1.16 | 1.14 | 1.14 | 0.85 | 0.86 | 0.86 | 0.96 | 1.02 | 0.96 | 0.92 | 0.94 | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.98 | 0.98 | 0.97 | NA | NA | 0.92 | 0.98 | 0.97 | 0.96 | 0.98 | 0.88 | 0.99 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.84 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.55 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 1.9 | 2.1 | 6.9 | 9.7 | 7.0 | 8.0 | 9.2 | 6.4 | 5.1 | 5.2 | 6.9 | 6.8 | 2.5 | 3.2 | 3.0 | 3.1 | 5.0 | 4.3 | 4.0 | 1.8 | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -48.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 349.2 | 3.6 | -77.2 | -27.6 | 47.1 | 0.9 | -27.4 | 63.0 | 31.7 | -9.7 | -24.5 | 8.7 | 207.3 | -27.9 | 19.5 | 25.2 | -63.8 | 22.3 | 15.4 | 140.1 | 29.2 | 86.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/25/2003
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