It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FFKCX: FIDELITY FREEDOM K 2010 FUND FIDELITY FREEDOM K 2010 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2009 |
| Last Dividend Date: | 08/30/2017 |
| 12-Mo. Yield | 6.98% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.6 | 2.0 | 8.5 | 6.5 | 6.6 | -0.2 | 4.9 | 11.1 | 10.6 | -0.2 | 11.3 | 17.2 |
| Sharpe Ratio | NA | 1.66 | 0.67 | 0.95 | 1.06 | 2.09 | 0.91 | -0.04 | 0.94 | 2.07 | 1.72 | -0.02 | 1.15 | 3.88 |
| Draw Down(%) | NA | 2.5 | 10.0 | 10.0 | 11.6 | 2.2 | 6.0 | 7.2 | 3.9 | 5.0 | 5.4 | 11.6 | 8.2 | 3.6 |
| Standard Deviation(%) | NA | 4.3 | 6.3 | 5.9 | 7.6 | 4.2 | 7.0 | 6.8 | 5.2 | 5.4 | 6.2 | 11.1 | 9.7 | 10.0 |
| Treynor Ratio | NA | 6.95 | 0.52 | 0.46 | 0.26 | 14.99 | 0.04 | 0.0 | 0.04 | 0.1 | 0.09 | 0.0 | 0.1 | 0.33 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.03 | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.01 | 0.08 | 0.12 | 0.31 | 0.01 | 1.46 | 1.35 | 1.3 | 1.07 | 1.12 | 1.09 | 1.09 | 1.16 |
| RSquared | NA | 0.01 | 0.05 | 0.08 | 0.25 | 0.0 | 0.93 | 0.94 | 0.93 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 |
| Yield(%) | N/A | 7.0 | 5.9 | 6.1 | N/A | 4.5 | 4.2 | 6.4 | 10.7 | 2.1 | 4.0 | 4.4 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | 26.1 | 8.4 | N/A | N/A | 10.8 | -38.6 | -43.2 | 436.0 | -42.8 | -13.8 | 134.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)
