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FIAFX: FIDELITY ADVISOR FREEDOM INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 11.03 0.16(1.43%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 07/29/2003 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.19% |
| Expenses | 0.47% |
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Performance Analytics (As of 06/04/2026)
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(%) | -1.3 | 3.0 | 9.0 | 7.4 | 2.7 | 4.4 | 4.0 | 4.2 | 4.3 | 10.2 | 4.3 | 8.1 | -11.5 | 3.1 | 8.8 | 11.1 | -1.7 | 8.0 | 5.2 | -0.6 | 3.7 | 4.4 | 6.3 | 2.1 | 8.2 | 18.2 | -13.5 | 5.8 | 6.4 | 3.2 | 4.1 | 3.7 |
| Sharpe Ratio | NA | 1.47 | 1.8 | 0.97 | 0.1 | 0.61 | NA | NA | 0.64 | 1.65 | 0.14 | 0.82 | -1.8 | 0.92 | 1.38 | 3.96 | -0.98 | 3.35 | 1.26 | -0.18 | 1.38 | 1.59 | 2.41 | 0.48 | 1.94 | 2.55 | -1.62 | 0.33 | 1.14 | 0.36 | 1.06 | 2.89 |
| Draw Down(%) | NA | 3.8 | 3.8 | 4.9 | 16.0 | 16.0 | NA | NA | 22.6 | 3.2 | 2.8 | 4.9 | 15.1 | 2.3 | 9.9 | 0.7 | 4.0 | 0.9 | 3.0 | 4.5 | 1.7 | 3.2 | 2.0 | 4.4 | 2.9 | 7.2 | 18.2 | 6.2 | 1.6 | 1.6 | 3.0 | 0.8 |
| Standard Deviation(%) | NA | 5.9 | 4.5 | 5.0 | 5.3 | 4.6 | NA | NA | 4.7 | 4.5 | 4.7 | 5.4 | 7.2 | 3.4 | 6.2 | 2.4 | 3.1 | 2.2 | 4.0 | 3.8 | 2.7 | 2.8 | 2.6 | 4.4 | 4.2 | 7.1 | 8.9 | 7.8 | 2.6 | 2.5 | 3.0 | 2.8 |
| Treynor Ratio | NA | 0.09 | 0.09 | 0.05 | 0.01 | 0.04 | NA | NA | 0.04 | 0.09 | 0.01 | 0.05 | -0.16 | 0.04 | 0.14 | 0.15 | -0.05 | 0.08 | 0.06 | -0.01 | 0.05 | 0.06 | 0.09 | 0.03 | 0.11 | 0.22 | -0.19 | 0.05 | 0.05 | 0.01 | 0.05 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 0.94 | 0.89 | 0.87 | 0.84 | 0.75 | NA | NA | 0.75 | 0.8 | 0.9 | 0.88 | 0.79 | 0.73 | 0.59 | 0.64 | 0.68 | 0.88 | 0.9 | 0.87 | 0.77 | 0.68 | 0.67 | 0.71 | 0.75 | 0.81 | 0.76 | 0.56 | 0.6 | 0.6 | 0.62 | 0.57 |
| RSquared | NA | 0.95 | 0.91 | 0.9 | 0.9 | 0.86 | NA | NA | 0.79 | 0.9 | 0.88 | 0.89 | 0.92 | 0.81 | 0.85 | 0.72 | 0.87 | 0.81 | 0.93 | 0.93 | 0.83 | 0.9 | 0.87 | 0.93 | 0.9 | 0.92 | 0.94 | 0.11 | 0.81 | 0.71 | 0.74 | 0.25 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 3.1 | 3.0 | 4.9 | 5.2 | 4.0 | 4.0 | 5.3 | 4.1 | 3.2 | 3.5 | 5.0 | 3.9 | 2.7 | 2.3 | 2.9 | 3.4 | 4.2 | 4.6 | 4.4 | 3.0 | 2.5 | 0.7 |
| Dividend Growth(%) | N/A | -87.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.4 | 6.3 | -48.5 | -6.9 | 35.3 | 6.0 | -29.9 | 36.5 | 31.7 | -14.0 | -30.9 | 30.4 | 46.2 | 17.3 | -16.2 | -3.3 | -32.1 | -8.3 | 6.7 | 47.6 | 22.3 | 265.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/25/2003
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