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FGTKX: FIDELITY FREEDOM 2030 FUND CLASS K6 (MUTUAL FUND)
Basic Info 20.1 0.46(2.24%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.93% |
| Expenses | 0.66% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 3.5 | 14.9 | 12.9 | 3.4 | 5.9 | 17.9 | 9.5 | 15.7 | -22.3 | 2.8 | 9.5 | 22.1 | -6.8 | 8.7 |
| Sharpe Ratio | NA | 0.49 | 1.31 | 0.99 | 0.08 | 0.34 | 1.45 | 0.7 | 1.37 | -1.43 | 0.27 | 0.45 | 2.64 | -0.76 | 3.03 |
| Draw Down(%) | NA | 6.9 | 6.9 | 10.0 | 31.3 | 31.3 | 10.0 | 4.5 | 8.8 | 27.3 | 5.8 | 24.7 | 3.9 | 15.0 | 1.7 |
| Standard Deviation(%) | NA | 11.9 | 9.3 | 9.7 | 11.4 | 12.1 | 10.4 | 8.4 | 8.8 | 16.6 | 10.0 | 20.6 | 7.8 | 10.9 | 4.9 |
| Treynor Ratio | NA | 0.08 | 0.19 | 0.17 | 0.01 | 0.07 | 0.29 | 0.1 | 0.21 | -0.4 | 0.05 | 0.17 | 0.34 | -0.13 | 0.23 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | 0.03 | -0.02 | 0.0 | -0.06 | -0.05 | -0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.73 | 0.65 | 0.58 | 0.58 | 0.57 | 0.52 | 0.58 | 0.57 | 0.59 | 0.58 | 0.54 | 0.6 | 0.61 | 0.65 |
| RSquared | NA | 0.73 | 0.72 | 0.78 | 0.75 | 0.78 | 0.87 | 0.75 | 0.72 | 0.75 | 0.58 | 0.81 | 0.92 | 0.93 | 0.74 |
| Yield(%) | N/A | 0.0 | 3.9 | 4.4 | 3.0 | N/A | 6.4 | 3.6 | 2.5 | 2.2 | 2.6 | 1.4 | 8.0 | 6.7 | 3.4 |
| Dividend Growth(%) | N/A | -100.0 | -21.5 | 79.0 | N/A | N/A | 87.7 | 65.7 | -13.5 | -17.2 | 101.2 | -80.2 | 3.5 | 107.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
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