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FTFFX: FIDELITY ADVISOR FREEDOM 2040 FUND CLASS M (MUTUAL FUND)
Basic Info 18.79 0.55(2.84%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 07/30/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 1.75% |
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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(%) | -2.3 | 2.3 | 14.8 | 14.8 | 4.1 | 7.7 | 7.1 | 5.9 | 6.7 | 20.8 | 12.3 | 18.1 | -25.2 | 6.7 | 9.9 | 26.0 | -8.7 | 21.0 | 7.9 | -1.2 | 4.9 | 19.9 | 13.8 | -4.9 | 15.9 | 32.7 | -41.0 | 8.9 | 13.4 | 7.6 | 9.7 | 14.1 |
| Sharpe Ratio | NA | 0.16 | 0.9 | 0.88 | 0.1 | 0.39 | NA | NA | 0.34 | 1.28 | 0.8 | 1.31 | -1.26 | 0.51 | 0.34 | 2.34 | -0.73 | 3.28 | 0.57 | -0.1 | 0.48 | 2.29 | 1.31 | -0.26 | 0.96 | 1.28 | -1.19 | 0.43 | 1.07 | 0.6 | 0.84 | 3.6 |
| Draw Down(%) | NA | 8.8 | 8.8 | 13.8 | 35.6 | 35.6 | NA | NA | 56.3 | 13.8 | 6.9 | 10.6 | 32.2 | 6.8 | 31.3 | 5.8 | 18.3 | 2.0 | 11.8 | 12.8 | 7.9 | 6.4 | 9.8 | 20.3 | 13.6 | 24.7 | 50.4 | 8.9 | 9.5 | 7.0 | 9.3 | 3.6 |
| Standard Deviation(%) | NA | 18.0 | 13.5 | 13.1 | 14.9 | 15.6 | NA | NA | 16.3 | 14.1 | 10.8 | 11.1 | 21.1 | 13.0 | 28.5 | 10.5 | 13.8 | 6.2 | 13.3 | 13.4 | 10.2 | 8.7 | 10.6 | 19.4 | 16.5 | 25.3 | 35.2 | 13.5 | 9.4 | 8.9 | 10.5 | 9.9 |
| Treynor Ratio | NA | 0.02 | 0.1 | 0.1 | 0.01 | 0.06 | NA | NA | 0.05 | 0.16 | 0.08 | 0.13 | -0.25 | 0.06 | 0.09 | 0.22 | -0.09 | 0.19 | 0.07 | -0.01 | 0.05 | 0.23 | 0.16 | -0.06 | 0.16 | 0.32 | -0.44 | 0.06 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.06 | -0.03 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 | 0.01 | 0.0 | NA | NA | NA |
| Beta | NA | 1.31 | 1.23 | 1.16 | 1.13 | 1.09 | NA | NA | 1.0 | 1.14 | 1.15 | 1.1 | 1.07 | 1.08 | 1.06 | 1.12 | 1.08 | 1.09 | 1.05 | 1.02 | 1.0 | 0.85 | 0.86 | 0.88 | 0.98 | 1.01 | 0.95 | 0.92 | 0.95 | NA | NA | NA |
| RSquared | NA | 0.81 | 0.84 | 0.93 | 0.89 | 0.92 | NA | NA | 0.91 | 0.98 | 0.98 | 0.97 | 0.85 | 0.72 | 0.97 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.91 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.53 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 2.7 | 1.2 | 1.2 | 1.8 | 0.6 | 7.9 | 9.6 | 5.7 | 4.8 | 4.8 | 6.6 | 7.3 | 1.7 | 2.7 | 2.2 | 2.5 | 4.9 | 3.9 | 3.6 | 1.3 | 1.2 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 218.8 | 173.6 | -27.8 | -32.1 | 243.2 | -91.4 | -32.3 | 93.1 | 25.3 | -8.1 | -27.5 | -1.8 | 394.8 | -42.2 | 37.4 | 12.0 | -70.0 | 28.9 | 18.1 | 198.7 | 19.5 | 47.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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