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FFFPX: FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I (MUTUAL FUND)
Basic Info 16.51 0.56(3.28%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/14/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.37% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 3.8 | 17.9 | 16.7 | 5.6 | 8.9 | 8.1 | 7.1 | 23.0 | 13.6 | 19.3 | -24.6 | 7.9 | 11.5 | 26.6 | -8.3 | 21.6 | 8.4 | -0.7 | 5.4 | 21.6 | 15.0 | -5.4 | 16.6 | 34.2 | -42.3 | 9.8 | 16.0 |
| Sharpe Ratio | NA | 0.77 | 1.4 | 1.08 | 0.24 | 0.48 | NA | 0.34 | 1.31 | 0.87 | 1.38 | -1.22 | 0.61 | 0.39 | 2.4 | -0.7 | 3.4 | 0.61 | -0.05 | 0.53 | 2.39 | 1.34 | -0.26 | 0.94 | 1.26 | -1.15 | 0.46 | 2.92 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.1 | 35.0 | 35.0 | NA | 58.0 | 15.1 | 7.6 | 10.8 | 31.8 | 6.4 | 31.2 | 5.9 | 17.9 | 1.9 | 11.8 | 12.7 | 7.8 | 6.4 | 10.4 | 21.8 | 14.8 | 26.1 | 52.1 | 9.4 | 4.6 |
| Standard Deviation(%) | NA | 18.9 | 14.1 | 14.0 | 15.4 | 15.8 | NA | 17.7 | 15.5 | 11.5 | 11.5 | 21.4 | 12.8 | 28.5 | 10.5 | 13.8 | 6.2 | 13.3 | 13.4 | 10.3 | 9.0 | 11.3 | 20.9 | 17.6 | 27.0 | 37.5 | 14.4 | 9.5 |
| Treynor Ratio | NA | 0.12 | 0.19 | 0.18 | 0.05 | 0.09 | NA | 0.07 | 0.26 | 0.12 | 0.2 | -0.33 | 0.09 | 0.15 | 0.31 | -0.12 | 0.24 | 0.08 | -0.01 | 0.06 | 0.27 | 0.18 | -0.06 | 0.17 | 0.35 | -0.48 | 0.08 | 0.29 |
| Alpha | NA | -0.06 | -0.02 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.03 | -0.03 | -0.01 | -0.05 | -0.05 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.03 | -0.05 | 0.02 | 0.0 |
| Beta | NA | 1.18 | 1.02 | 0.86 | 0.82 | 0.8 | NA | 0.86 | 0.79 | 0.83 | 0.8 | 0.79 | 0.83 | 0.76 | 0.82 | 0.79 | 0.87 | 0.99 | 0.85 | 0.85 | 0.78 | 0.86 | 0.88 | 0.96 | 0.98 | 0.9 | 0.88 | 0.96 |
| RSquared | NA | 0.73 | 0.74 | 0.83 | 0.81 | 0.84 | NA | 0.91 | 0.91 | 0.84 | 0.84 | 0.8 | 0.72 | 0.85 | 0.95 | 0.95 | 0.87 | 0.94 | 0.96 | 0.88 | 0.93 | 0.93 | 0.96 | 0.97 | 0.98 | 0.98 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 0.3 | 1.6 | 1.4 | 2.3 | 1.0 | 8.1 | 9.5 | 5.2 | 5.0 | 4.8 | 8.5 | 7.0 | 2.4 | 3.1 | 2.4 | 2.9 | 3.9 | 2.7 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2638.2 | -78.8 | -19.2 | -33.6 | 142.3 | -85.1 | -29.4 | 112.5 | 10.4 | -4.6 | -44.2 | 35.5 | 231.6 | -28.9 | 44.1 | 9.1 | -57.6 | 49.0 | 93.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/06/2006
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