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FFOLX: FIDELITY FREEDOM INDEX 2045 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 33.39 0.99(2.88%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 2.44% |
| 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(%) | -2.6 | 8.5 | 23.8 | 18.2 | 9.2 | 11.6 | 10.5 | 21.4 | 14.2 | 20.0 | -18.2 | 16.0 | 16.5 | 26.1 | -7.2 | 20.6 | 9.5 | -3.9 |
| Sharpe Ratio | NA | 1.27 | 1.79 | 1.16 | 0.46 | 0.65 | 0.59 | 1.25 | 0.98 | 1.44 | -0.97 | 1.4 | 0.57 | 2.4 | -0.63 | 3.42 | 0.75 | -0.5 |
| Draw Down(%) | NA | 8.9 | 8.9 | 14.7 | 26.2 | 30.7 | 30.7 | 14.7 | 6.9 | 10.9 | 25.7 | 5.0 | 30.7 | 5.4 | 16.8 | 1.9 | 10.1 | 11.2 |
| Standard Deviation(%) | NA | 14.5 | 11.8 | 12.8 | 14.4 | 15.2 | 15.2 | 14.9 | 10.8 | 11.4 | 20.4 | 11.4 | 28.6 | 10.3 | 13.7 | 5.8 | 12.4 | 15.0 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.18 | 0.08 | 0.12 | 0.11 | 0.24 | 0.13 | 0.2 | -0.25 | 0.2 | 0.2 | 0.31 | -0.11 | 0.25 | 0.1 | -0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 0.98 | 0.91 | 0.81 | 0.8 | 0.81 | 0.81 | 0.77 | 0.79 | 0.8 | 0.8 | 0.81 | 0.81 | 0.8 | 0.8 | 0.79 | 0.89 | 0.82 |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.94 | 0.96 | 0.96 | 0.95 | 0.9 | 0.91 | 0.96 | 0.94 | 0.98 | 0.97 | 0.97 | 0.92 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.3 | 2.3 | 1.7 | 2.3 | 2.2 | 16.4 | 2.1 | 2.3 | 2.2 | 1.9 |
| Dividend Growth(%) | N/A | -89.8 | N/A | N/A | N/A | N/A | N/A | 19.8 | 15.5 | 12.0 | -17.8 | 17.1 | -84.9 | 592.9 | 10.6 | 11.8 | 7.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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