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FFGZX: FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 12.61 0.16(1.25%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.44% |
| 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(%) | -1.3 | 2.7 | 8.6 | 7.2 | 2.9 | 4.1 | 4.0 | 9.3 | 5.0 | 8.3 | -11.1 | 2.8 | 8.6 | 10.7 | -0.8 | 6.7 | 3.8 | -0.9 |
| Sharpe Ratio | NA | 0.74 | 1.42 | 0.85 | 0.08 | 0.56 | 0.56 | 1.56 | 0.33 | 0.9 | -1.76 | 0.88 | 1.38 | 3.86 | -0.7 | 3.3 | 1.11 | -0.49 |
| Draw Down(%) | NA | 3.3 | 3.3 | 4.8 | 14.9 | 14.9 | 14.9 | 2.9 | 2.2 | 4.8 | 14.4 | 2.2 | 8.0 | 0.8 | 3.1 | 0.9 | 2.0 | 2.7 |
| Standard Deviation(%) | NA | 5.4 | 4.2 | 4.6 | 5.1 | 4.4 | 4.4 | 4.1 | 4.3 | 5.2 | 7.1 | 3.2 | 6.0 | 2.4 | 3.1 | 1.8 | 3.2 | 3.7 |
| Treynor Ratio | NA | 0.12 | 0.22 | 0.19 | 0.02 | 0.14 | 0.14 | 0.41 | 0.07 | 0.23 | -0.58 | 0.17 | 0.58 | 0.93 | -0.14 | 0.43 | 0.18 | -0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.33 | 0.27 | 0.21 | 0.2 | 0.17 | 0.17 | 0.16 | 0.2 | 0.21 | 0.22 | 0.16 | 0.14 | 0.1 | 0.16 | 0.14 | 0.2 | 0.19 |
| RSquared | NA | 0.78 | 0.64 | 0.47 | 0.47 | 0.51 | 0.52 | 0.53 | 0.37 | 0.29 | 0.58 | 0.49 | 0.68 | 0.28 | 0.71 | 0.3 | 0.71 | 0.83 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | 3.6 | 3.2 | 3.0 | 2.7 | 2.1 | 2.3 | 7.6 | 2.9 | 2.0 | 1.7 | 1.2 |
| Dividend Growth(%) | N/A | -82.0 | N/A | N/A | N/A | N/A | N/A | 13.7 | 12.4 | -2.6 | 27.8 | -4.7 | -68.0 | 152.5 | 48.1 | 20.7 | 38.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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