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FFWTX: FIDELITY FREEDOM INDEX 2010 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 13.9 0.16(1.14%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 4.06% |
| 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(%) | -1.1 | 3.2 | 9.7 | 8.1 | 3.3 | 5.4 | 5.1 | 10.2 | 5.8 | 9.9 | -13.0 | 5.1 | 10.4 | 14.4 | -2.3 | 10.7 | 5.7 | -1.8 |
| Sharpe Ratio | NA | 0.88 | 1.55 | 0.93 | 0.13 | 0.61 | 0.57 | 1.51 | 0.46 | 1.05 | -1.61 | 1.16 | 0.99 | 3.41 | -0.66 | 3.6 | 0.91 | -0.49 |
| Draw Down(%) | NA | 3.7 | 3.7 | 5.7 | 17.4 | 17.4 | 17.4 | 4.0 | 2.6 | 5.7 | 16.9 | 2.5 | 12.7 | 1.4 | 6.7 | 0.9 | 4.4 | 5.5 |
| Standard Deviation(%) | NA | 5.7 | 4.5 | 5.2 | 6.1 | 6.1 | 6.2 | 4.8 | 4.8 | 6.0 | 9.0 | 4.4 | 10.3 | 3.8 | 5.7 | 2.8 | 6.1 | 7.3 |
| Treynor Ratio | NA | 0.14 | 0.24 | 0.19 | 0.03 | 0.13 | 0.12 | 0.35 | 0.08 | 0.22 | -0.47 | 0.18 | 0.37 | 0.49 | -0.12 | 0.3 | 0.13 | -0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.36 | 0.3 | 0.26 | 0.28 | 0.29 | 0.29 | 0.21 | 0.26 | 0.29 | 0.31 | 0.28 | 0.28 | 0.26 | 0.32 | 0.33 | 0.43 | 0.4 |
| RSquared | NA | 0.8 | 0.68 | 0.58 | 0.63 | 0.74 | 0.76 | 0.66 | 0.5 | 0.43 | 0.74 | 0.77 | 0.89 | 0.76 | 0.91 | 0.7 | 0.9 | 0.94 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 4.8 | 5.1 | 3.5 | 3.2 | 3.8 | 2.8 | 16.1 | 4.7 | 2.8 | 2.0 | 1.6 |
| Dividend Growth(%) | N/A | -94.0 | N/A | N/A | N/A | N/A | N/A | -4.5 | 52.5 | -6.0 | -14.8 | 44.7 | -83.1 | 217.5 | 79.2 | 49.2 | 19.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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