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FIWTX: FIDELITY FREEDOM INDEX 2020 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 17.43 0.27(1.53%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 6.34% |
| 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(%) | -1.5 | 4.3 | 13.3 | 10.7 | 4.5 | 7.1 | 6.6 | 13.4 | 7.7 | 12.7 | -15.9 | 8.4 | 12.8 | 18.3 | -3.9 | 14.0 | 7.1 | -2.5 |
| Sharpe Ratio | NA | 0.98 | 1.65 | 1.0 | 0.23 | 0.61 | 0.57 | 1.39 | 0.63 | 1.19 | -1.37 | 1.27 | 0.79 | 2.97 | -0.65 | 3.62 | 0.85 | -0.5 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.8 | 21.6 | 21.6 | 21.6 | 6.8 | 3.5 | 7.8 | 21.0 | 3.2 | 18.6 | 2.5 | 10.0 | 1.2 | 6.2 | 7.3 |
| Standard Deviation(%) | NA | 8.0 | 6.5 | 7.4 | 8.6 | 8.8 | 8.9 | 7.6 | 6.5 | 7.6 | 12.7 | 6.6 | 15.7 | 5.7 | 8.2 | 3.7 | 8.0 | 9.7 |
| Treynor Ratio | NA | 0.15 | 0.23 | 0.17 | 0.05 | 0.12 | 0.11 | 0.29 | 0.1 | 0.2 | -0.37 | 0.19 | 0.28 | 0.4 | -0.11 | 0.28 | 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 | 0.52 | 0.47 | 0.42 | 0.44 | 0.45 | 0.45 | 0.37 | 0.42 | 0.45 | 0.47 | 0.45 | 0.44 | 0.42 | 0.47 | 0.47 | 0.57 | 0.53 |
| RSquared | NA | 0.86 | 0.81 | 0.76 | 0.8 | 0.87 | 0.87 | 0.84 | 0.7 | 0.65 | 0.86 | 0.89 | 0.95 | 0.9 | 0.95 | 0.81 | 0.93 | 0.96 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | 6.4 | 6.0 | 2.7 | 2.5 | 2.9 | 2.8 | 17.6 | 2.4 | 2.1 | 2.0 | 1.7 |
| Dividend Growth(%) | N/A | -84.2 | N/A | N/A | N/A | N/A | N/A | 8.9 | 142.3 | -9.5 | -11.5 | 13.5 | -83.8 | 587.1 | 26.8 | 11.2 | 10.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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