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FTAFX: FIDELITY ADVISOR FREEDOM INCOME FUND CLASS M (MUTUAL FUND)
Basic Info 10.94 0.15(1.35%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 07/30/2003 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 2.73% |
| Expenses | 1.47% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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(%) | -1.3 | 2.7 | 8.3 | 6.8 | 1.5 | 3.0 | 2.9 | 3.2 | 3.3 | 9.7 | 3.7 | 7.6 | -13.9 | -0.3 | 5.4 | 10.6 | -2.2 | 7.5 | 4.6 | -1.0 | 3.2 | 3.9 | 5.8 | 1.6 | 7.3 | 17.4 | -13.8 | 5.1 | 5.8 | 2.8 | 3.0 | 3.6 |
| Sharpe Ratio | NA | 1.28 | 1.63 | 0.85 | -0.13 | 0.31 | NA | NA | 0.46 | 1.52 | 0.02 | 0.73 | -2.02 | -0.1 | 0.8 | 3.67 | -1.14 | 3.15 | 1.1 | -0.29 | 1.18 | 1.36 | 2.3 | 0.34 | 1.7 | 2.43 | -1.66 | 0.6 | 0.91 | 0.19 | 0.69 | 2.76 |
| Draw Down(%) | NA | 3.8 | 3.8 | 5.0 | 19.3 | 19.3 | NA | NA | 19.6 | 3.3 | 3.0 | 5.0 | 17.4 | 2.7 | 9.8 | 0.7 | 4.4 | 1.0 | 3.1 | 4.7 | 1.8 | 3.3 | 2.1 | 4.5 | 3.0 | 7.3 | 18.4 | 2.2 | 1.7 | 1.5 | 3.1 | 0.8 |
| Standard Deviation(%) | NA | 5.8 | 4.6 | 5.0 | 5.5 | 4.8 | NA | NA | 4.6 | 4.5 | 4.7 | 5.4 | 7.7 | 3.8 | 6.4 | 2.5 | 3.1 | 2.2 | 4.0 | 3.8 | 2.7 | 2.8 | 2.5 | 4.5 | 4.2 | 7.1 | 8.8 | 3.3 | 2.6 | 2.6 | 2.9 | 2.9 |
| Treynor Ratio | NA | 0.08 | 0.08 | 0.05 | -0.01 | 0.02 | NA | NA | 0.03 | 0.09 | 0.0 | 0.04 | -0.19 | -0.01 | 0.09 | 0.14 | -0.05 | 0.08 | 0.05 | -0.01 | 0.04 | 0.06 | 0.09 | 0.02 | 0.09 | 0.21 | -0.19 | 0.03 | 0.04 | 0.01 | 0.03 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 0.93 | 0.89 | 0.88 | 0.84 | 0.75 | NA | NA | 0.75 | 0.81 | 0.91 | 0.89 | 0.81 | 0.7 | 0.59 | 0.66 | 0.68 | 0.85 | 0.9 | 0.85 | 0.79 | 0.69 | 0.64 | 0.73 | 0.76 | 0.81 | 0.75 | 0.64 | 0.61 | 0.63 | 0.6 | 0.6 |
| RSquared | NA | 0.95 | 0.9 | 0.91 | 0.86 | 0.82 | NA | NA | 0.85 | 0.89 | 0.9 | 0.89 | 0.84 | 0.59 | 0.79 | 0.74 | 0.85 | 0.77 | 0.93 | 0.93 | 0.86 | 0.91 | 0.85 | 0.93 | 0.92 | 0.91 | 0.94 | 0.83 | 0.85 | 0.72 | 0.72 | 0.27 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 2.7 | 2.5 | 2.5 | 1.8 | 0.8 | 3.5 | 4.9 | 3.6 | 2.7 | 3.0 | 4.5 | 3.4 | 2.2 | 1.9 | 1.9 | 2.9 | 3.7 | 4.1 | 3.9 | 2.5 | 1.6 | 0.6 |
| Dividend Growth(%) | N/A | -90.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.8 | 10.4 | -13.0 | 30.2 | 135.6 | -75.1 | -33.0 | 40.3 | 38.5 | -16.0 | -34.1 | 34.9 | 55.6 | 20.1 | 2.1 | -24.7 | -35.4 | -8.2 | 6.6 | 56.5 | 59.8 | 187.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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