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FIWFX: FIDELITY FREEDOM INDEX 2015 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 15.59 0.21(1.33%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 5.27% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 3.7 | 11.5 | 9.4 | 3.9 | 6.3 | 5.9 | 11.8 | 6.8 | 11.3 | -14.4 | 6.8 | 11.6 | 16.5 | -3.2 | 12.7 | 6.5 | -2.2 |
| Sharpe Ratio | NA | 0.92 | 1.62 | 0.97 | 0.19 | 0.62 | 0.57 | 1.43 | 0.55 | 1.15 | -1.47 | 1.24 | 0.86 | 3.16 | -0.64 | 3.6 | 0.85 | -0.49 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.7 | 19.5 | 19.5 | 19.5 | 5.3 | 3.1 | 6.7 | 19.0 | 2.8 | 15.8 | 2.0 | 8.5 | 1.1 | 5.5 | 6.6 |
| Standard Deviation(%) | NA | 6.8 | 5.5 | 6.3 | 7.3 | 7.5 | 7.6 | 6.2 | 5.7 | 6.7 | 10.8 | 5.5 | 13.1 | 4.8 | 7.1 | 3.3 | 7.3 | 8.7 |
| Treynor Ratio | NA | 0.14 | 0.23 | 0.18 | 0.04 | 0.13 | 0.11 | 0.31 | 0.09 | 0.21 | -0.41 | 0.18 | 0.31 | 0.43 | -0.11 | 0.29 | 0.12 | -0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.44 | 0.38 | 0.34 | 0.36 | 0.37 | 0.38 | 0.29 | 0.34 | 0.37 | 0.39 | 0.37 | 0.36 | 0.35 | 0.41 | 0.42 | 0.52 | 0.47 |
| RSquared | NA | 0.84 | 0.76 | 0.69 | 0.73 | 0.82 | 0.83 | 0.78 | 0.61 | 0.55 | 0.81 | 0.85 | 0.93 | 0.85 | 0.94 | 0.79 | 0.92 | 0.95 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | 5.8 | 5.3 | 2.8 | 2.6 | 3.0 | 2.9 | 18.0 | 3.2 | 2.2 | 2.0 | 1.7 |
| Dividend Growth(%) | N/A | -92.1 | N/A | N/A | N/A | N/A | N/A | 10.9 | 103.0 | -10.1 | -10.0 | 12.7 | -84.1 | 422.1 | 61.9 | 15.0 | 13.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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