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FFVAX: FIDELITY ADVISOR FREEDOM 2015 FUND CLASS A (MUTUAL FUND)
Basic Info 11.12 0.17(1.51%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.34% |
| Expenses | 1.54% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 1.2 | 8.5 | 8.4 | 3.0 | 6.0 | 5.5 | 5.2 | 5.6 | 8.2 | 5.8 | 10.7 | -14.8 | 6.8 | 11.9 | 16.6 | -4.4 | 13.8 | 6.6 | -0.9 | 4.7 | 11.3 | 10.3 | -0.5 | 12.4 | 26.3 | -28.4 | 7.8 | 10.5 | 6.1 | 7.5 | 4.7 |
| Sharpe Ratio | NA | 0.43 | 1.16 | 0.85 | 0.11 | 0.58 | NA | NA | 0.46 | 1.58 | 0.36 | 1.05 | -1.49 | 1.14 | 0.89 | 3.09 | -0.83 | 3.58 | 0.79 | -0.11 | 0.75 | 2.02 | 1.65 | -0.05 | 1.23 | 1.6 | -1.32 | 0.54 | 1.09 | 0.62 | 0.91 | 9.18 |
| Draw Down(%) | NA | 4.8 | 4.8 | 6.7 | 20.6 | 20.6 | NA | NA | 40.5 | 5.7 | 3.3 | 6.7 | 19.5 | 3.3 | 17.2 | 2.2 | 9.7 | 1.1 | 7.0 | 8.3 | 4.7 | 5.1 | 5.5 | 11.8 | 8.1 | 16.4 | 36.4 | 5.9 | 6.3 | 4.4 | 6.5 | 0.7 |
| Standard Deviation(%) | NA | 9.6 | 6.9 | 7.0 | 7.7 | 7.8 | NA | NA | 9.5 | 6.6 | 6.1 | 6.7 | 10.9 | 5.9 | 13.1 | 4.9 | 7.0 | 3.7 | 8.1 | 8.0 | 6.2 | 5.6 | 6.3 | 11.3 | 10.0 | 16.4 | 22.1 | 8.7 | 6.5 | 6.2 | 7.1 | 5.6 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | NA | NA | 0.05 | 0.0 | 0.0 | 0.0 | -0.13 | 0.06 | 0.11 | 0.13 | -0.05 | 0.11 | 0.05 | -0.01 | 0.04 | 0.13 | 0.12 | -0.01 | 0.13 | 0.27 | -0.33 | 0.05 | 0.08 | 0.03 | 0.05 | 0.43 |
| Alpha | NA | NA | NA | 0.03 | 0.03 | 0.01 | NA | NA | 0.0 | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | NA | NA | 1.31 | 1.25 | 1.15 | NA | NA | 0.96 | NA | NA | NA | 1.24 | 1.2 | 1.09 | 1.18 | 1.16 | 1.21 | 1.22 | 1.14 | 1.12 | 0.9 | 0.88 | 0.86 | 0.92 | 0.96 | 0.88 | 0.85 | 0.93 | 1.16 | 1.18 | 1.19 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.23 | 0.58 | NA | NA | 0.84 | 0.0 | 0.0 | 0.0 | 0.44 | 0.83 | 0.91 | 0.94 | 0.97 | 0.89 | 0.97 | 0.98 | 0.95 | 0.97 | 0.96 | 0.98 | 0.98 | 0.98 | 0.99 | 0.97 | 0.94 | 0.91 | 0.91 | 0.9 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 4.1 | 2.6 | 6.4 | 9.9 | 7.2 | 7.4 | 9.0 | 7.3 | 4.7 | 5.1 | 6.8 | 5.3 | 2.2 | 2.8 | 2.5 | 3.2 | 4.7 | 4.2 | 3.8 | 2.0 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 76.8 | 73.4 | -68.1 | -37.8 | 42.1 | 6.0 | -28.9 | 31.4 | 59.2 | -13.5 | -25.8 | 32.9 | 157.6 | -22.4 | 23.4 | -6.5 | -52.5 | 14.9 | 17.2 | 96.4 | 56.3 | 136.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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