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FIKFX: FIDELITY FREEDOM INDEX INCOME FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.63 0.16(1.25%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 12/03/2009 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.41% |
| 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 | 15 Yr | Since 12/03/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 2.7 | 8.6 | 7.2 | 2.8 | 3.8 | 3.5 | 3.7 | 9.2 | 5.0 | 8.3 | -11.3 | 2.2 | 7.5 | 10.6 | -1.5 | 6.4 | 3.7 | 0.2 | 3.9 | 3.1 | 4.8 | 2.5 | 5.4 | -0.0 |
| Sharpe Ratio | NA | 0.74 | 1.42 | 0.84 | 0.05 | 0.48 | NA | 0.67 | 1.55 | 0.31 | 0.87 | -1.78 | 0.66 | 1.21 | 3.73 | -0.92 | 3.01 | 1.06 | 0.04 | 1.65 | 1.13 | 2.01 | 0.62 | 1.55 | -0.32 |
| Draw Down(%) | NA | 3.3 | 3.3 | 4.8 | 15.4 | 15.4 | NA | 15.4 | 3.0 | 2.2 | 4.8 | 14.7 | 2.2 | 8.0 | 0.8 | 3.2 | 0.8 | 2.0 | 3.8 | 1.7 | 3.0 | 1.7 | 3.3 | 2.3 | 0.2 |
| Standard Deviation(%) | NA | 5.3 | 4.2 | 4.6 | 5.1 | 4.5 | NA | 4.0 | 4.1 | 4.3 | 5.3 | 7.2 | 3.2 | 6.0 | 2.4 | 3.2 | 1.9 | 3.3 | 3.4 | 2.3 | 2.7 | 2.4 | 3.9 | 3.5 | 1.7 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.05 | 0.0 | 0.03 | NA | 0.04 | 0.09 | 0.02 | 0.05 | -0.16 | 0.03 | 0.12 | 0.14 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.05 | 0.08 | 0.04 | 0.09 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.83 | 0.8 | 0.82 | 0.81 | 0.73 | NA | 0.71 | 0.73 | 0.84 | 0.89 | 0.8 | 0.69 | 0.58 | 0.66 | 0.68 | 0.77 | 0.74 | 0.75 | 0.7 | 0.67 | 0.61 | 0.63 | 0.63 | 0.54 |
| RSquared | NA | 0.96 | 0.93 | 0.91 | 0.92 | 0.88 | NA | 0.89 | 0.89 | 0.89 | 0.92 | 0.94 | 0.8 | 0.88 | 0.76 | 0.84 | 0.8 | 0.94 | 0.91 | 0.9 | 0.91 | 0.88 | 0.94 | 0.93 | 0.65 |
| Yield(%) | N/A | 0.6 | 3.4 | 3.3 | 2.6 | 2.9 | 2.6 | N/A | 3.6 | 3.2 | 3.0 | 2.5 | 1.4 | 1.3 | 7.5 | 2.1 | 1.7 | 1.6 | 1.9 | 2.1 | 1.2 | 1.6 | 2.1 | 1.0 | 0.5 |
| Dividend Growth(%) | N/A | -81.9 | 8.8 | 65.7 | 1.6 | N/A | N/A | N/A | 14.7 | 11.9 | 4.8 | 72.9 | 14.6 | -81.7 | 242.5 | 26.0 | 12.4 | -19.1 | -4.8 | 79.1 | -23.7 | -23.5 | 116.7 | 82.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2009
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