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FFGFX: FIDELITY FREEDOM INDEX 2005 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.50% |
| Expenses | 0.12% |
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Performance Analytics (As of 12/18/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.5 | -1.1 | 1.4 | 3.1 | 1.9 | 8.4 | -12.1 | 2.0 | 8.0 | 12.4 | -1.5 | 8.9 | 4.9 | -1.5 |
| Sharpe Ratio | NA | -1.3 | -0.91 | -0.19 | 0.28 | -1.51 | 0.79 | -1.82 | 0.56 | 1.02 | 3.67 | -0.66 | 3.64 | 0.97 | -0.5 |
| Draw Down(%) | NA | 2.2 | 16.3 | 16.8 | 16.8 | 2.2 | 4.8 | 15.6 | 2.3 | 9.9 | 1.0 | 4.9 | 0.9 | 3.3 | 4.4 |
| Standard Deviation(%) | NA | 3.2 | 5.6 | 5.7 | 5.0 | 3.2 | 5.3 | 7.4 | 3.6 | 7.6 | 3.0 | 4.3 | 2.3 | 4.8 | 5.8 |
| Treynor Ratio | NA | -0.45 | -0.25 | -0.05 | 0.07 | -0.51 | 0.2 | -0.58 | 0.1 | 0.4 | 0.62 | -0.12 | 0.34 | 0.14 | -0.09 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | -0.04 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.09 | 0.21 | 0.2 | 0.21 | 0.09 | 0.21 | 0.23 | 0.2 | 0.19 | 0.18 | 0.24 | 0.25 | 0.33 | 0.31 |
| RSquared | NA | 0.14 | 0.44 | 0.57 | 0.62 | 0.15 | 0.28 | 0.61 | 0.56 | 0.78 | 0.56 | 0.86 | 0.57 | 0.87 | 0.91 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | 1.1 | 2.9 | 2.5 | 1.5 | 1.3 | 10.6 | 3.1 | 2.2 | 1.9 | 1.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -62.3 | 3.2 | 60.6 | 21.0 | -87.1 | 229.5 | 46.3 | 19.4 | 28.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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