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FFVIX: FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I (MUTUAL FUND)
Basic Info 11.35 0.18(1.56%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 7.21% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/05/2026)
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 | 4.0 | 11.6 | 9.6 | 3.8 | 6.5 | 6.0 | 5.6 | 6.0 | 12.9 | 6.1 | 10.9 | -14.6 | 7.1 | 12.2 | 16.8 | -4.0 | 14.0 | 6.9 | -0.7 | 4.9 | 11.6 | 10.6 | -0.2 | 12.9 | 26.6 | -28.2 | 8.0 | 10.7 | 6.3 | 7.8 | 5.1 |
| Sharpe Ratio | NA | 1.51 | 1.89 | 1.08 | 0.21 | 0.65 | NA | NA | 0.51 | 1.53 | 0.41 | 1.08 | -1.47 | 1.19 | 0.9 | 3.1 | -0.77 | 3.66 | 0.83 | -0.09 | 0.73 | 2.08 | 1.69 | -0.02 | 1.28 | 1.62 | -1.31 | 0.56 | 1.12 | 0.66 | 0.96 | 9.98 |
| Draw Down(%) | NA | 4.8 | 4.8 | 6.7 | 20.5 | 20.5 | NA | NA | 40.3 | 5.6 | 3.3 | 6.7 | 19.4 | 3.2 | 17.2 | 2.2 | 9.5 | 1.1 | 7.0 | 8.2 | 4.8 | 5.1 | 5.5 | 11.7 | 8.1 | 16.5 | 36.3 | 5.8 | 6.3 | 4.4 | 6.3 | 0.7 |
| Standard Deviation(%) | NA | 7.5 | 5.9 | 6.6 | 7.6 | 7.7 | NA | NA | 9.5 | 6.6 | 6.1 | 6.8 | 10.9 | 5.9 | 13.2 | 5.0 | 7.0 | 3.7 | 8.1 | 8.0 | 6.7 | 5.5 | 6.3 | 11.2 | 10.0 | 16.4 | 22.2 | 8.7 | 6.6 | 6.2 | 7.1 | 5.3 |
| 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 | 0.1 | 0.13 | -0.05 | 0.11 | 0.06 | -0.01 | 0.04 | 0.13 | 0.12 | 0.0 | 0.14 | 0.27 | -0.33 | 0.06 | 0.08 | 0.03 | 0.06 | 0.46 |
| Alpha | NA | NA | NA | NA | 0.03 | 0.01 | NA | NA | 0.01 | 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 | 0.01 |
| Beta | NA | NA | NA | NA | 1.25 | 1.17 | NA | NA | 0.96 | NA | NA | NA | 1.24 | 1.2 | 1.14 | 1.2 | 1.18 | 1.2 | 1.21 | 1.14 | 1.12 | 0.89 | 0.88 | 0.86 | 0.93 | 0.97 | 0.89 | 0.85 | 0.94 | 1.17 | 1.18 | 1.15 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.24 | 0.61 | NA | NA | 0.85 | 0.0 | 0.0 | 0.0 | 0.45 | 0.83 | 0.97 | 0.94 | 0.97 | 0.89 | 0.97 | 0.98 | 0.82 | 0.96 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.94 | 0.91 | 0.91 | 0.9 |
| Yield(%) | N/A | 2.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 3.8 | 2.7 | 6.5 | 10.1 | 7.4 | 7.6 | 9.2 | 7.6 | 5.0 | 5.3 | 7.0 | 5.5 | 2.5 | 3.0 | 3.0 | 3.5 | 4.8 | 4.4 | 4.0 | 2.2 | 1.5 | 0.6 |
| Dividend Growth(%) | N/A | -61.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 99.0 | 51.2 | -67.3 | -37.5 | 41.1 | 5.8 | -28.5 | 30.0 | 56.8 | -13.0 | -24.9 | 31.5 | 142.7 | -19.8 | 9.1 | 6.0 | -50.7 | 14.0 | 16.8 | 89.7 | 57.1 | 156.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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