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
FFVTX: FIDELITY ADVISOR FREEDOM 2015 FUND CLASS M (MUTUAL FUND)
Basic Info 11.07 0.18(1.60%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.12% |
| Expenses | 1.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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 | 1.1 | 8.3 | 8.1 | 1.0 | 3.7 | 4.0 | 4.0 | 4.4 | 12.3 | 5.6 | 10.3 | -18.9 | -1.4 | 4.5 | 16.4 | -4.6 | 13.5 | 6.4 | -1.1 | 4.4 | 10.9 | 10.1 | -0.8 | 12.5 | 26.0 | -28.6 | 7.6 | 10.1 | 5.9 | 7.3 | 4.7 |
| Sharpe Ratio | NA | 0.01 | 0.8 | 0.69 | -0.19 | 0.25 | NA | NA | 0.33 | 1.45 | 0.33 | 0.99 | -1.79 | -0.19 | 0.31 | 3.04 | -0.85 | 3.51 | 0.76 | -0.14 | 0.68 | 1.96 | 1.61 | -0.07 | 1.24 | 1.59 | -1.33 | 0.51 | 1.03 | 0.58 | 0.87 | 8.71 |
| Draw Down(%) | NA | 4.8 | 4.8 | 6.8 | 27.1 | 27.6 | NA | NA | 40.7 | 5.7 | 3.4 | 6.8 | 23.4 | 5.6 | 17.3 | 2.3 | 9.9 | 1.1 | 7.1 | 8.4 | 4.6 | 5.2 | 5.6 | 11.9 | 8.2 | 16.6 | 36.5 | 5.8 | 6.3 | 4.5 | 6.5 | 0.7 |
| Standard Deviation(%) | NA | 9.5 | 7.0 | 7.0 | 8.0 | 8.1 | NA | NA | 9.6 | 6.5 | 6.1 | 6.8 | 11.4 | 7.6 | 13.7 | 4.9 | 7.1 | 3.7 | 8.1 | 8.0 | 6.5 | 5.6 | 6.3 | 11.3 | 10.0 | 16.3 | 22.1 | 8.7 | 6.6 | 6.2 | 7.2 | 5.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | NA | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.18 | -0.01 | 0.04 | 0.13 | -0.05 | 0.11 | 0.05 | -0.01 | 0.04 | 0.12 | 0.11 | -0.01 | 0.13 | 0.27 | -0.33 | 0.05 | 0.07 | 0.03 | 0.05 | 0.41 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.0 | NA | NA | 0.0 | NA | NA | NA | -0.03 | -0.03 | -0.03 | 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 | NA | 1.17 | 1.14 | NA | NA | 0.96 | NA | NA | NA | 1.14 | 1.07 | 1.12 | 1.18 | 1.18 | 1.2 | 1.22 | 1.13 | 1.09 | 0.89 | 0.88 | 0.86 | 0.92 | 0.96 | 0.88 | 0.85 | 0.94 | 1.16 | 1.19 | 1.23 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.18 | 0.52 | NA | NA | 0.82 | 0.0 | 0.0 | 0.0 | 0.34 | 0.4 | 0.87 | 0.94 | 0.97 | 0.89 | 0.97 | 0.97 | 0.83 | 0.97 | 0.96 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.94 | 0.91 | 0.91 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.9 | 3.9 | 2.3 | 2.2 | 1.9 | 0.7 | 7.2 | 8.8 | 7.1 | 4.5 | 4.9 | 6.5 | 5.0 | 2.0 | 2.5 | 2.5 | 3.0 | 4.5 | 3.9 | 3.5 | 1.8 | 1.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 83.4 | 81.5 | -16.6 | 8.4 | 195.1 | -89.7 | -29.6 | 32.6 | 62.3 | -14.0 | -26.6 | 34.6 | 178.2 | -24.7 | 10.6 | 3.9 | -54.6 | 17.4 | 17.2 | 104.0 | 53.1 | 136.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)
Latest Articles Related to FFVTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
