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FKTHX: FIDELITY FREEDOM K 2035 FUND FIDELITY FREEDOM K 2035 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2009 |
| Last Dividend Date: | 08/30/2017 |
| 12-Mo. Yield | 4.48% |
| Expenses | 0.62% |
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Performance Analytics (As of 09/13/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 18.1 | 7.5 | 9.6 | 11.7 | 14.1 | 8.7 | -0.1 | 5.9 | 20.9 | 14.6 | -4.5 | 14.1 | 24.8 |
| Sharpe Ratio | NA | 2.43 | 0.61 | 0.87 | 0.88 | 3.02 | 0.64 | -0.01 | 0.58 | 2.42 | 1.37 | -0.24 | 0.87 | 3.71 |
| Draw Down(%) | NA | 4.5 | 17.9 | 17.9 | 20.1 | 1.8 | 11.9 | 12.5 | 7.7 | 6.4 | 9.7 | 20.1 | 13.9 | 5.9 |
| Standard Deviation(%) | NA | 7.3 | 12.0 | 10.8 | 13.2 | 6.7 | 13.4 | 13.3 | 10.0 | 8.6 | 10.7 | 19.3 | 16.2 | 15.6 |
| Treynor Ratio | NA | 0.15 | 0.06 | 0.09 | 0.12 | 0.17 | 0.07 | 0.0 | 0.05 | 0.24 | 0.16 | -0.05 | 0.15 | 0.57 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.15 | 1.14 | 1.07 | 0.98 | 1.17 | 1.17 | 1.12 | 1.09 | 0.88 | 0.91 | 0.9 | 0.96 | 1.01 |
| RSquared | NA | 0.95 | 0.98 | 0.97 | 0.97 | 0.94 | 0.98 | 0.99 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 |
| Yield(%) | N/A | 4.5 | 4.9 | 5.9 | N/A | 2.8 | 4.1 | 5.5 | 10.3 | 2.4 | 3.7 | 4.7 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -19.3 | -4.9 | N/A | N/A | -26.8 | -30.9 | -48.7 | 385.5 | -27.4 | -27.0 | 166.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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