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FIOFX: FIDELITY FREEDOM INDEX 2045 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 33.4 0.99(2.88%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 12/24/2009 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.18% |
| 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 12/24/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.3 | 23.6 | 18.1 | 9.0 | 11.4 | 9.7 | 10.0 | 21.4 | 14.1 | 19.9 | -18.3 | 15.5 | 15.7 | 26.1 | -7.2 | 20.6 | 9.4 | -1.5 | 6.6 | 19.1 | 13.2 | -2.8 | 14.6 | -0.5 |
| Sharpe Ratio | NA | 1.23 | 1.76 | 1.15 | 0.45 | 0.64 | NA | 0.62 | 1.24 | 0.97 | 1.44 | -0.97 | 1.36 | 0.54 | 2.41 | -0.63 | 3.46 | 0.74 | -0.12 | 0.69 | 2.18 | 1.24 | -0.15 | 0.96 | -4.72 |
| Draw Down(%) | NA | 8.9 | 8.9 | 14.7 | 26.4 | 30.7 | NA | 30.7 | 14.7 | 6.9 | 10.9 | 25.8 | 5.0 | 30.7 | 5.4 | 16.9 | 1.7 | 10.1 | 12.3 | 7.5 | 6.5 | 9.6 | 18.3 | 12.3 | 0.7 |
| Standard Deviation(%) | NA | 14.5 | 11.9 | 12.9 | 14.4 | 15.2 | NA | 14.5 | 15.0 | 10.8 | 11.4 | 20.3 | 11.3 | 28.6 | 10.2 | 13.7 | 5.8 | 12.5 | 12.9 | 9.5 | 8.8 | 10.7 | 19.0 | 15.1 | 5.4 |
| Treynor Ratio | NA | 0.16 | 0.19 | 0.14 | 0.06 | 0.1 | NA | 0.09 | 0.17 | 0.1 | 0.16 | -0.19 | 0.16 | 0.16 | 0.42 | -0.1 | 0.2 | 0.09 | -0.02 | 0.07 | 0.22 | 0.15 | -0.03 | 0.16 | -0.34 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 1.1 | 1.09 | 1.09 | 1.06 | 0.97 | NA | 0.95 | 1.11 | 1.07 | 1.05 | 1.04 | 0.98 | 0.99 | 0.59 | 0.89 | 0.98 | 0.98 | 0.98 | 0.95 | 0.86 | 0.88 | 0.87 | 0.89 | 0.76 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.95 | NA | 0.96 | 1.0 | 1.0 | 0.99 | 1.0 | 0.92 | 1.0 | 0.64 | 0.9 | 0.98 | 0.99 | 1.0 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.5 | 2.0 | 4.2 | 4.3 | N/A | 2.4 | 2.3 | 2.3 | 1.6 | 1.7 | 1.6 | 16.3 | 2.1 | 2.2 | 2.2 | 2.0 | 3.5 | 0.1 | 2.0 | 2.9 | 1.4 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 9.8 | 50.5 | -43.7 | N/A | N/A | N/A | 20.2 | 15.5 | 16.5 | 3.5 | 24.7 | -89.4 | 608.3 | 10.6 | 12.1 | 5.6 | -41.3 | 5080.0 | -95.7 | -33.9 | 121.7 | 42.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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