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FFKFX: FIDELITY FREEDOM K 2040 FUND FIDELITY FREEDOM K 2040 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2009 |
| Last Dividend Date: | 08/30/2017 |
| 12-Mo. Yield | 4.66% |
| Expenses | 0.62% |
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Performance Analytics (As of 09/13/2017)
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(%) | 0.2 | 18.2 | 7.5 | 9.7 | 11.8 | 14.2 | 8.7 | -0.1 | 5.9 | 21.3 | 14.6 | -4.6 | 14.2 | 25.4 |
| Sharpe Ratio | NA | 2.46 | 0.61 | 0.87 | 0.88 | 3.04 | 0.64 | -0.01 | 0.58 | 2.44 | 1.36 | -0.24 | 0.86 | 3.76 |
| Draw Down(%) | NA | 4.5 | 18.0 | 18.0 | 20.4 | 1.8 | 12.0 | 12.5 | 7.8 | 6.3 | 9.9 | 20.4 | 14.1 | 6.0 |
| Standard Deviation(%) | NA | 7.2 | 12.0 | 10.9 | 13.4 | 6.7 | 13.4 | 13.4 | 10.1 | 8.7 | 10.8 | 19.6 | 16.4 | 15.8 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.1 | 0.12 | 0.19 | 0.08 | 0.0 | 0.06 | 0.25 | 0.17 | -0.05 | 0.15 | 0.58 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.05 | 1.04 | 0.99 | 0.95 | 1.07 | 1.06 | 1.02 | 1.01 | 0.85 | 0.88 | 0.89 | 0.97 | 1.02 |
| RSquared | NA | 0.95 | 0.98 | 0.97 | 0.98 | 0.94 | 0.99 | 0.99 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 |
| Yield(%) | N/A | 4.7 | 4.9 | 6.0 | N/A | 2.9 | 4.2 | 5.6 | 10.6 | 2.5 | 3.8 | 4.8 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | -16.7 | -5.9 | N/A | N/A | -25.1 | -30.5 | -49.5 | 385.4 | -26.1 | -28.5 | 176.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2036-2040 Asset Class Trend Rankings |
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