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FHFIX: FIDELITY ADVISOR FREEDOM 2055 FUND CLASS I (MUTUAL FUND)
Basic Info 18.6 0.64(3.33%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.05% |
| Expenses | 0.75% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 4.1 | 18.2 | 16.8 | 5.6 | 9.0 | 8.5 | 23.1 | 13.6 | 19.2 | -24.6 | 8.1 | 11.8 | 26.7 | -8.3 | 21.6 | 8.4 | -0.7 | 5.5 | 22.2 | 15.2 | -7.8 |
| Sharpe Ratio | NA | 0.81 | 1.42 | 1.08 | 0.25 | 0.48 | 0.48 | 1.31 | 0.87 | 1.37 | -1.22 | 0.63 | 0.41 | 2.41 | -0.7 | 3.35 | 0.61 | -0.06 | 0.55 | 2.38 | 1.31 | -0.51 |
| Draw Down(%) | NA | 9.9 | 9.9 | 15.1 | 34.8 | 34.8 | 34.8 | 15.1 | 7.6 | 10.7 | 31.7 | 6.3 | 31.3 | 5.8 | 18.0 | 1.9 | 11.7 | 12.7 | 7.8 | 6.5 | 10.8 | 20.2 |
| Standard Deviation(%) | NA | 18.9 | 14.2 | 14.0 | 15.4 | 15.8 | 15.3 | 15.5 | 11.4 | 11.5 | 21.3 | 12.8 | 28.5 | 10.5 | 13.9 | 6.3 | 13.5 | 13.4 | 10.0 | 9.3 | 11.6 | 26.1 |
| Treynor Ratio | NA | 0.13 | 0.2 | 0.18 | 0.05 | 0.1 | 0.09 | 0.26 | 0.12 | 0.2 | -0.33 | 0.1 | 0.15 | 0.31 | -0.12 | 0.24 | 0.08 | -0.01 | 0.07 | 0.27 | 0.17 | -0.15 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | 0.03 | -0.02 | -0.01 | -0.05 | -0.05 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.05 |
| Beta | NA | 1.19 | 1.02 | 0.86 | 0.82 | 0.8 | 0.82 | 0.79 | 0.83 | 0.8 | 0.79 | 0.84 | 0.76 | 0.82 | 0.79 | 0.88 | 1.0 | 0.85 | 0.85 | 0.81 | 0.88 | 0.88 |
| RSquared | NA | 0.74 | 0.74 | 0.83 | 0.82 | 0.84 | 0.87 | 0.91 | 0.85 | 0.85 | 0.8 | 0.73 | 0.85 | 0.95 | 0.95 | 0.87 | 0.95 | 0.96 | 0.93 | 0.93 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.1 | 0.2 | 1.9 | 1.4 | 2.2 | 1.0 | 7.8 | 8.5 | 4.1 | 4.6 | 4.2 | 5.2 | 4.8 | 2.3 | 2.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 3632.0 | -88.8 | -0.4 | -31.6 | 138.4 | -84.2 | -24.0 | 140.6 | -5.0 | 4.1 | -19.5 | 24.5 | 132.9 | -21.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2011
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