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FFEDX: FIDELITY FREEDOM INDEX 2025 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 21.22 0.39(1.80%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 4.87% |
| Expenses | 0.06% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 4.9 | 15.1 | 11.9 | 5.2 | 7.8 | 7.2 | 14.9 | 8.5 | 13.9 | -16.6 | 9.6 | 13.6 | 19.7 | -4.5 | 15.2 | 7.5 | -2.8 |
| Sharpe Ratio | NA | 1.0 | 1.65 | 1.02 | 0.28 | 0.62 | 0.57 | 1.35 | 0.67 | 1.26 | -1.3 | 1.31 | 0.74 | 2.86 | -0.64 | 3.63 | 0.81 | -0.5 |
| Draw Down(%) | NA | 5.9 | 5.9 | 8.6 | 22.6 | 22.6 | 22.6 | 8.3 | 3.9 | 8.6 | 22.1 | 3.4 | 20.8 | 3.0 | 11.3 | 1.2 | 7.1 | 8.3 |
| Standard Deviation(%) | NA | 9.3 | 7.5 | 8.4 | 9.5 | 9.9 | 10.0 | 8.9 | 7.4 | 8.3 | 13.9 | 7.3 | 17.9 | 6.4 | 9.1 | 4.0 | 9.0 | 11.0 |
| Treynor Ratio | NA | 0.15 | 0.23 | 0.17 | 0.05 | 0.12 | 0.11 | 0.28 | 0.1 | 0.2 | -0.34 | 0.19 | 0.27 | 0.38 | -0.11 | 0.28 | 0.11 | -0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.61 | 0.55 | 0.49 | 0.5 | 0.51 | 0.52 | 0.44 | 0.49 | 0.51 | 0.53 | 0.51 | 0.5 | 0.48 | 0.53 | 0.53 | 0.64 | 0.6 |
| RSquared | NA | 0.88 | 0.84 | 0.8 | 0.83 | 0.89 | 0.9 | 0.87 | 0.74 | 0.71 | 0.89 | 0.91 | 0.96 | 0.92 | 0.96 | 0.85 | 0.94 | 0.96 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | 5.4 | 3.6 | 2.7 | 2.2 | 2.4 | 2.6 | 14.5 | 2.2 | 2.1 | 2.1 | 1.8 |
| Dividend Growth(%) | N/A | -89.1 | N/A | N/A | N/A | N/A | N/A | 59.2 | 47.7 | 0.0 | -0.9 | -1.6 | -80.7 | 513.2 | 17.8 | 9.4 | 7.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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