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FFIVX: FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.97% |
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Performance Analytics (As of 12/19/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | -2.2 | -0.2 | 2.3 | 3.7 | 3.5 | 3.8 | 2.3 | 8.2 | -14.2 | -1.2 | 5.0 | 12.6 | -2.4 | 10.4 | 5.8 | -0.6 | 4.3 | 8.0 | 8.6 | 0.4 | 11.5 | 24.6 | -25.4 | 7.4 | 9.4 | 5.2 | 6.5 | 3.7 |
| Sharpe Ratio | NA | -1.08 | -1.04 | -0.43 | 0.14 | NA | NA | 0.33 | -1.28 | 0.73 | -1.99 | -0.25 | 0.59 | 3.77 | -0.85 | 3.72 | 1.01 | -0.11 | 0.87 | 2.0 | 1.82 | 0.04 | 1.32 | 1.69 | -1.35 | 0.6 | 1.15 | 0.63 | 1.0 | 9.61 |
| Draw Down(%) | NA | 2.1 | 19.8 | 20.6 | 20.6 | NA | NA | 36.5 | 2.1 | 4.9 | 17.9 | 3.4 | 11.7 | 1.0 | 5.9 | 0.9 | 4.7 | 6.2 | 3.6 | 3.9 | 4.1 | 9.4 | 6.8 | 14.7 | 32.9 | 5.0 | 5.1 | 3.3 | 5.0 | 0.5 |
| Standard Deviation(%) | NA | 3.4 | 6.0 | 6.2 | 5.4 | NA | NA | 7.7 | 3.4 | 5.5 | 7.9 | 4.8 | 8.2 | 3.0 | 4.3 | 2.6 | 5.5 | 5.6 | 4.9 | 4.0 | 4.7 | 8.9 | 8.6 | 14.5 | 19.4 | 7.4 | 5.4 | 4.9 | 5.5 | 3.8 |
| Treynor Ratio | NA | -0.08 | -0.1 | -0.04 | 0.01 | NA | NA | 0.02 | -0.09 | 0.05 | -0.19 | -0.04 | 0.06 | 0.13 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.08 | 0.15 | -0.16 | 0.03 | 0.05 | 0.03 | 0.06 | 0.55 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | -0.01 | 0.09 |
| Beta | NA | 0.44 | 0.62 | 0.67 | 0.76 | NA | NA | 1.12 | 0.46 | 0.87 | 0.81 | 0.27 | 0.76 | 0.87 | 0.98 | 1.04 | 1.25 | 1.26 | 1.29 | 0.96 | 1.17 | 1.4 | 1.49 | 1.64 | 1.63 | 1.4 | 1.18 | 1.02 | 0.95 | 0.67 |
| RSquared | NA | 0.4 | 0.59 | 0.66 | 0.7 | NA | NA | 0.73 | 0.44 | 0.85 | 0.81 | 0.16 | 0.82 | 0.88 | 0.93 | 0.78 | 0.91 | 0.92 | 0.69 | 0.88 | 0.82 | 0.88 | 0.85 | 0.89 | 0.91 | 0.78 | 0.74 | 0.53 | 0.51 | 0.41 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.7 | 2.8 | 3.0 | 2.4 | 1.2 | 5.2 | 7.7 | 5.6 | 4.2 | 4.6 | 5.4 | 3.9 | 2.1 | 2.7 | 2.8 | 3.3 | 4.4 | 3.8 | 3.9 | 2.5 | 1.8 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -73.0 | -21.3 | 21.7 | 95.9 | -74.3 | -38.9 | 44.0 | 37.2 | -13.6 | -15.9 | 40.3 | 97.4 | -22.8 | 3.4 | 3.2 | -46.9 | 20.8 | 2.1 | 60.7 | 47.5 | 205.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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