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FITHX: FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I (MUTUAL FUND)
Basic Info 16.98 0.43(2.47%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 11/18/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.79% |
| Expenses | 0.96% |
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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 | 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(%) | -2.0 | 2.4 | 13.6 | 13.5 | 3.7 | 7.6 | 7.1 | 6.2 | 6.7 | 18.7 | 10.8 | 16.6 | -23.3 | 6.0 | 9.5 | 25.8 | -7.8 | 21.5 | 8.4 | -0.8 | 5.5 | 20.2 | 14.3 | -4.3 | 16.4 | 32.4 | -39.4 | 9.3 | 13.5 | 8.0 | 10.0 | 7.0 |
| Sharpe Ratio | NA | 0.2 | 0.96 | 0.92 | 0.09 | 0.42 | NA | NA | 0.35 | 1.36 | 0.77 | 1.34 | -1.33 | 0.52 | 0.36 | 2.51 | -0.7 | 3.38 | 0.61 | -0.06 | 0.53 | 2.37 | 1.37 | -0.23 | 1.01 | 1.31 | -1.18 | 0.47 | 1.11 | 0.66 | 0.9 | 10.41 |
| Draw Down(%) | NA | 7.6 | 7.6 | 11.4 | 33.1 | 33.1 | NA | NA | 54.6 | 11.4 | 5.4 | 9.6 | 29.9 | 6.2 | 29.2 | 5.2 | 17.2 | 1.9 | 11.7 | 12.7 | 7.8 | 6.2 | 9.6 | 19.9 | 13.2 | 23.9 | 48.9 | 8.5 | 9.1 | 6.6 | 8.6 | 1.0 |
| Standard Deviation(%) | NA | 15.1 | 11.4 | 11.1 | 12.9 | 14.0 | NA | NA | 15.5 | 11.7 | 9.3 | 9.8 | 18.6 | 11.5 | 25.9 | 9.7 | 13.2 | 6.2 | 13.4 | 13.4 | 10.3 | 8.5 | 10.5 | 19.2 | 16.2 | 24.7 | 34.2 | 13.0 | 9.1 | 8.6 | 10.0 | 7.6 |
| Treynor Ratio | NA | 0.03 | 0.1 | 0.1 | 0.01 | 0.06 | NA | NA | 0.06 | 0.15 | 0.07 | 0.13 | -0.24 | 0.06 | 0.09 | 0.21 | -0.08 | 0.18 | 0.07 | -0.01 | 0.05 | 0.23 | 0.16 | -0.05 | 0.17 | 0.33 | -0.43 | 0.07 | 0.11 | 0.05 | 0.08 | 0.73 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 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 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.21 | 1.12 | 1.06 | 1.06 | 1.05 | NA | NA | 0.99 | 1.05 | 1.08 | 1.04 | 1.03 | 1.04 | 1.05 | 1.14 | 1.14 | 1.19 | 1.17 | 1.12 | 1.09 | 0.87 | 0.9 | 0.9 | 0.96 | 0.99 | 0.93 | 0.89 | 0.96 | 1.11 | 1.14 | 1.09 |
| RSquared | NA | 0.83 | 0.84 | 0.9 | 0.88 | 0.89 | NA | NA | 0.95 | 0.99 | 0.97 | 0.97 | 0.85 | 0.7 | 0.96 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.91 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 2.1 | 1.7 | 1.6 | 2.2 | 1.0 | 8.6 | 9.8 | 6.1 | 5.1 | 5.1 | 7.2 | 7.9 | 2.2 | 3.1 | 2.9 | 3.0 | 4.7 | 4.1 | 3.8 | 1.5 | 1.6 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 317.6 | 37.6 | -20.2 | -23.3 | 141.5 | -86.5 | -28.2 | 85.4 | 26.2 | -6.9 | -30.2 | -1.2 | 307.1 | -34.2 | 21.4 | 24.6 | -63.1 | 21.0 | 16.2 | 174.0 | 3.0 | 92.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2003
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