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FIFFX: FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I (MUTUAL FUND)
Basic Info 19.72 0.58(2.86%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 07/29/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.31% |
| Expenses | 1.24% |
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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 | 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(%) | -2.3 | 2.7 | 15.6 | 15.4 | 4.7 | 8.4 | 7.7 | 6.5 | 7.4 | 21.5 | 12.8 | 18.7 | -24.8 | 7.3 | 10.6 | 26.7 | -8.3 | 21.6 | 8.4 | -0.7 | 5.4 | 20.6 | 14.4 | -4.5 | 16.7 | 33.3 | -40.7 | 9.4 | 14.1 | 8.1 | 10.3 | 13.9 |
| Sharpe Ratio | NA | 0.6 | 1.3 | 1.04 | 0.19 | 0.45 | NA | NA | 0.38 | 1.32 | 0.85 | 1.36 | -1.24 | 0.56 | 0.36 | 2.42 | -0.7 | 3.37 | 0.61 | -0.06 | 0.52 | 2.38 | 1.37 | -0.24 | 1.01 | 1.31 | -1.18 | 0.46 | 1.15 | 0.65 | 0.89 | 3.57 |
| Draw Down(%) | NA | 8.8 | 8.8 | 13.8 | 35.2 | 35.2 | NA | NA | 56.0 | 13.8 | 6.9 | 10.5 | 31.9 | 6.7 | 31.3 | 5.8 | 17.9 | 1.9 | 11.8 | 12.7 | 7.8 | 6.2 | 9.7 | 20.3 | 13.7 | 24.7 | 50.2 | 8.8 | 9.4 | 6.9 | 9.2 | 3.6 |
| Standard Deviation(%) | NA | 17.6 | 13.1 | 13.0 | 14.9 | 15.6 | NA | NA | 16.2 | 14.1 | 10.8 | 11.2 | 21.2 | 13.0 | 28.6 | 10.4 | 13.8 | 6.3 | 13.4 | 13.4 | 10.3 | 8.6 | 10.6 | 19.4 | 16.5 | 25.3 | 35.2 | 13.4 | 9.3 | 8.9 | 10.4 | 9.8 |
| Treynor Ratio | NA | 0.08 | 0.14 | 0.12 | 0.03 | 0.06 | NA | NA | 0.06 | 0.16 | 0.08 | 0.14 | -0.24 | 0.07 | 0.1 | 0.23 | -0.09 | 0.19 | 0.08 | -0.01 | 0.05 | 0.24 | 0.17 | -0.05 | 0.17 | 0.33 | -0.43 | 0.07 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.06 | -0.03 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.05 | 0.01 | 0.01 | NA | NA | NA |
| Beta | NA | 1.31 | 1.23 | 1.17 | 1.13 | 1.09 | NA | NA | 1.0 | 1.14 | 1.15 | 1.11 | 1.08 | 1.09 | 1.06 | 1.11 | 1.08 | 1.1 | 1.06 | 1.02 | 1.01 | 0.84 | 0.86 | 0.88 | 0.98 | 1.01 | 0.96 | 0.92 | 0.94 | NA | NA | NA |
| RSquared | NA | 0.81 | 0.85 | 0.94 | 0.89 | 0.92 | NA | NA | 0.91 | 0.99 | 0.98 | 0.97 | 0.85 | 0.73 | 0.97 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.91 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.52 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 1.6 | 1.4 | 1.4 | 2.2 | 0.9 | 8.4 | 9.8 | 6.2 | 5.2 | 5.3 | 7.1 | 7.8 | 2.2 | 3.1 | 3.0 | 3.1 | 5.2 | 4.4 | 4.0 | 1.7 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 468.9 | 28.6 | -26.0 | -32.8 | 160.1 | -86.9 | -30.1 | 81.9 | 25.0 | -8.4 | -25.8 | -1.1 | 301.2 | -35.1 | 18.0 | 27.1 | -66.4 | 22.9 | 18.5 | 154.8 | 22.1 | 72.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/25/2003
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