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FTTWX: FIDELITY ADVISOR FREEDOM 2025 FUND CLASS M (MUTUAL FUND)
Basic Info 13.71 0.28(2.00%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.32% |
| Expenses | 1.62% |
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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(%) | -1.8 | 1.3 | 10.5 | 10.2 | 2.0 | 5.2 | 5.2 | 4.8 | 5.3 | 15.5 | 7.4 | 12.9 | -21.7 | 2.0 | 7.2 | 19.7 | -5.9 | 15.9 | 6.8 | -1.1 | 4.9 | 15.6 | 12.4 | -2.9 | 14.9 | 30.4 | -35.6 | 8.4 | 11.7 | 6.7 | 7.8 | 6.1 |
| Sharpe Ratio | NA | 0.43 | 1.15 | 0.86 | -0.01 | 0.35 | NA | NA | 0.33 | 1.35 | 0.48 | 1.13 | -1.59 | 0.23 | 0.38 | 2.78 | -0.8 | 3.4 | 0.67 | -0.11 | 0.59 | 2.17 | 1.44 | -0.19 | 1.08 | 1.42 | -1.24 | 0.48 | 1.05 | 0.56 | 0.74 | 9.88 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.7 | 30.2 | 30.2 | NA | NA | 49.6 | 8.7 | 3.9 | 8.6 | 27.0 | 5.6 | 22.1 | 3.2 | 12.7 | 1.3 | 8.8 | 10.1 | 6.0 | 5.9 | 7.9 | 16.7 | 11.4 | 21.0 | 44.5 | 7.3 | 7.9 | 5.8 | 8.2 | 0.9 |
| Standard Deviation(%) | NA | 12.7 | 9.4 | 9.2 | 10.3 | 10.5 | NA | NA | 12.5 | 9.4 | 7.9 | 8.2 | 14.6 | 8.8 | 18.2 | 6.5 | 9.2 | 4.5 | 9.9 | 10.1 | 8.1 | 7.1 | 8.6 | 15.8 | 13.8 | 21.4 | 29.3 | 11.0 | 8.0 | 7.8 | 9.1 | 7.0 |
| Treynor Ratio | NA | 0.04 | 0.09 | 0.07 | 0.0 | 0.09 | NA | NA | 0.06 | 0.11 | 0.03 | 0.09 | -0.24 | 0.02 | 0.08 | 3.35 | -0.31 | 0.14 | 0.06 | -0.01 | 0.05 | 0.18 | 0.14 | -0.03 | 0.15 | 0.3 | -0.39 | 0.06 | 0.09 | 0.03 | 0.05 | 0.56 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.03 | -0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 1.33 | 1.24 | 1.15 | 1.06 | 0.4 | NA | NA | 0.68 | 1.12 | 1.13 | 1.05 | 0.98 | 0.93 | 0.92 | 0.05 | 0.24 | 1.08 | 1.07 | 1.04 | 1.05 | 0.88 | 0.91 | 0.91 | 0.99 | 1.0 | 0.93 | 0.86 | 0.95 | 1.27 | 1.3 | 1.25 |
| RSquared | NA | 0.8 | 0.83 | 0.92 | 0.87 | 0.38 | NA | NA | 0.67 | 0.97 | 0.97 | 0.95 | 0.84 | 0.6 | 0.93 | 0.09 | 0.29 | 0.94 | 0.98 | 0.99 | 0.89 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.91 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 3.7 | 1.9 | 1.8 | 1.9 | 0.6 | 6.9 | 8.0 | 5.4 | 4.3 | 4.5 | 6.6 | 6.4 | 2.0 | 2.7 | 2.6 | 2.8 | 4.5 | 3.7 | 3.5 | 1.4 | 0.1 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 126.6 | 117.2 | -22.7 | -4.7 | 218.4 | -89.5 | -25.2 | 61.7 | 31.2 | -10.3 | -32.1 | 9.4 | 258.0 | -30.7 | 14.1 | 19.9 | -61.2 | 26.0 | 12.4 | 173.4 | 1825.0 | -86.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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