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
FCTKX: FIDELITY FREEDOM 2055 FUND CLASS K6 (MUTUAL FUND)
Basic Info 20.05 0.11(0.55%) June 08
| Asset Class: | Target Date 2051-2055 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/07/2017 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.65% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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(%) | -2.3 | 7.0 | 22.5 | 18.6 | 6.6 | 8.7 | 24.1 | 14.4 | 20.8 | -24.7 | 7.0 | 14.0 | 25.7 | -8.7 | 9.9 |
| Sharpe Ratio | NA | 0.76 | 1.46 | 1.1 | 0.24 | 0.42 | 1.36 | 0.94 | 1.5 | -1.18 | 0.53 | 0.5 | 2.34 | -0.75 | 2.98 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.4 | 35.0 | 35.0 | 15.4 | 7.7 | 10.7 | 31.1 | 6.5 | 30.9 | 5.8 | 18.3 | 2.0 |
| Standard Deviation(%) | NA | 17.2 | 13.5 | 13.8 | 15.7 | 16.3 | 15.7 | 11.5 | 11.5 | 22.3 | 13.2 | 27.7 | 10.3 | 13.5 | 5.8 |
| Treynor Ratio | NA | 0.12 | 0.2 | 0.18 | 0.04 | 0.09 | 0.26 | 0.13 | 0.21 | -0.32 | 0.08 | 0.19 | 0.3 | -0.13 | 0.22 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.03 | -0.02 | 0.0 | -0.05 | -0.05 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 1.1 | 0.99 | 0.86 | 0.84 | 0.79 | 0.8 | 0.84 | 0.81 | 0.82 | 0.82 | 0.74 | 0.8 | 0.77 | 0.77 |
| RSquared | NA | 0.79 | 0.8 | 0.86 | 0.83 | 0.84 | 0.92 | 0.86 | 0.86 | 0.81 | 0.68 | 0.85 | 0.94 | 0.94 | 0.75 |
| Yield(%) | N/A | 0.0 | 2.3 | 3.4 | 2.5 | N/A | 4.8 | 2.6 | 2.6 | 1.7 | 2.6 | 1.3 | 7.7 | 6.0 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | -47.2 | 41.7 | N/A | N/A | 108.2 | 18.1 | 11.6 | -31.3 | 115.5 | -79.2 | 8.3 | 121.0 | 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 2051-2055 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051-2055
Latest Articles Related to FCTKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
