It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FWTKX: FIDELITY FREEDOM 2035 FUND CLASS K6 (MUTUAL FUND)
Basic Info 18.35 0.46(2.45%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.71% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 06/07/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 4.0 | 16.6 | 14.6 | 4.0 | 6.9 | 19.6 | 11.3 | 18.1 | -24.0 | 4.6 | 11.1 | 24.7 | -8.2 | 9.7 |
| Sharpe Ratio | NA | 0.54 | 1.35 | 1.05 | 0.12 | 0.35 | 1.41 | 0.82 | 1.47 | -1.31 | 0.39 | 0.43 | 2.44 | -0.74 | 2.96 |
| Draw Down(%) | NA | 7.5 | 7.5 | 11.6 | 33.6 | 33.6 | 11.6 | 5.5 | 9.6 | 29.4 | 6.3 | 28.8 | 5.1 | 17.6 | 2.0 |
| Standard Deviation(%) | NA | 13.1 | 10.3 | 10.8 | 13.1 | 14.3 | 11.8 | 9.4 | 9.9 | 19.5 | 12.0 | 25.3 | 9.5 | 13.0 | 5.7 |
| Treynor Ratio | NA | 0.09 | 0.19 | 0.17 | 0.02 | 0.07 | 0.28 | 0.12 | 0.22 | -0.36 | 0.06 | 0.16 | 0.31 | -0.13 | 0.22 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | 0.03 | -0.02 | 0.0 | -0.05 | -0.05 | -0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.81 | 0.73 | 0.66 | 0.68 | 0.69 | 0.6 | 0.66 | 0.68 | 0.71 | 0.72 | 0.67 | 0.74 | 0.74 | 0.76 |
| RSquared | NA | 0.74 | 0.74 | 0.81 | 0.78 | 0.82 | 0.89 | 0.8 | 0.8 | 0.78 | 0.63 | 0.84 | 0.93 | 0.94 | 0.75 |
| Yield(%) | N/A | 0.0 | 3.5 | 4.2 | 2.8 | N/A | 6.0 | 3.5 | 2.5 | 1.8 | 2.6 | 1.4 | 8.2 | 6.9 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | -28.1 | 75.1 | N/A | N/A | 86.3 | 58.8 | 2.3 | -27.0 | 106.8 | -80.6 | 0.6 | 129.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Latest Articles Related to FWTKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
