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FXIFX: FIDELITY FREEDOM INDEX 2030 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 23.78 0.48(1.98%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 12/24/2009 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.11% |
| Expenses | 0.06% |
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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 | Since 12/24/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.1 | 16.0 | 12.8 | 5.7 | 8.6 | 7.7 | 8.1 | 15.9 | 9.5 | 15.1 | -16.9 | 10.2 | 13.1 | 22.1 | -5.5 | 18.0 | 8.6 | -1.4 | 6.5 | 15.7 | 11.8 | -1.1 | 13.5 | -0.5 |
| Sharpe Ratio | NA | 0.97 | 1.63 | 1.04 | 0.31 | 0.61 | NA | 0.62 | 1.32 | 0.74 | 1.33 | -1.23 | 1.24 | 0.61 | 2.69 | -0.63 | 3.55 | 0.76 | -0.12 | 0.73 | 2.09 | 1.34 | -0.07 | 1.01 | -5.09 |
| Draw Down(%) | NA | 6.4 | 6.4 | 9.4 | 23.6 | 23.9 | NA | 23.9 | 9.4 | 4.1 | 9.0 | 22.8 | 3.7 | 23.9 | 3.8 | 13.6 | 1.5 | 8.9 | 11.3 | 7.0 | 6.0 | 7.8 | 15.2 | 10.8 | 0.7 |
| Standard Deviation(%) | NA | 10.2 | 8.2 | 9.1 | 10.3 | 11.3 | NA | 11.3 | 9.9 | 7.9 | 8.7 | 15.0 | 8.2 | 20.9 | 7.7 | 11.0 | 4.9 | 11.1 | 11.7 | 8.9 | 7.5 | 8.8 | 15.8 | 13.3 | 5.1 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.09 | 0.03 | 0.07 | NA | 0.07 | 0.13 | 0.06 | 0.11 | -0.19 | 0.11 | 0.13 | 0.2 | -0.07 | 0.16 | 0.08 | -0.01 | 0.06 | 0.19 | 0.14 | -0.01 | 0.16 | -0.34 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.98 | 0.98 | 1.0 | 0.99 | 0.99 | NA | 0.95 | 1.0 | 1.0 | 1.01 | 0.98 | 0.94 | 0.97 | 1.02 | 1.07 | 1.07 | 1.07 | 1.1 | 1.08 | 0.84 | 0.84 | 0.81 | 0.86 | 0.77 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.91 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 1.0 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 3.1 | 3.1 | 2.4 | 4.4 | 4.3 | N/A | 3.7 | 2.9 | 2.5 | 1.8 | 1.7 | 1.6 | 17.5 | 2.1 | 2.1 | 2.1 | 2.0 | 3.5 | 0.2 | 2.1 | 3.1 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 7.2 | 76.9 | -41.8 | N/A | N/A | N/A | 40.3 | 25.7 | 14.4 | 18.0 | 18.3 | -90.6 | 673.2 | 13.8 | 9.4 | 1.7 | -41.4 | 2065.2 | -90.6 | -33.1 | 125.9 | 47.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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