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FDAFX: FIDELITY ADVISOR FREEDOM 2020 FUND CLASS A (MUTUAL FUND)
Basic Info 12.56 0.23(1.80%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 07/30/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.71% |
| Expenses | 0.51% |
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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(%) | -1.6 | 1.1 | 9.4 | 9.5 | 3.4 | 6.6 | 6.1 | 5.5 | 6.1 | 9.3 | 6.8 | 12.1 | -16.2 | 8.4 | 13.1 | 18.4 | -5.0 | 15.0 | 6.9 | -0.9 | 4.9 | 12.7 | 11.3 | -1.4 | 13.8 | 29.5 | -33.8 | 8.4 | 11.6 | 6.6 | 8.4 | 11.3 |
| Sharpe Ratio | NA | 0.01 | 0.8 | 0.75 | 0.09 | 0.54 | NA | NA | 0.43 | 1.51 | 0.45 | 1.11 | -1.38 | 1.18 | 0.81 | 2.92 | -0.79 | 3.53 | 0.76 | -0.11 | 0.71 | 2.1 | 1.58 | -0.11 | 1.12 | 1.47 | -1.26 | 0.49 | 1.09 | 0.59 | 0.91 | 3.69 |
| Draw Down(%) | NA | 5.6 | 5.6 | 7.7 | 22.8 | 22.8 | NA | NA | 47.4 | 7.1 | 3.5 | 7.7 | 21.5 | 3.8 | 20.0 | 2.8 | 11.3 | 1.2 | 7.8 | 9.1 | 5.1 | 5.3 | 6.3 | 14.0 | 10.1 | 19.9 | 42.6 | 7.0 | 7.5 | 5.4 | 7.4 | 2.6 |
| Standard Deviation(%) | NA | 11.4 | 8.5 | 8.3 | 9.1 | 9.2 | NA | NA | 11.3 | 8.0 | 7.0 | 7.7 | 12.8 | 7.1 | 15.7 | 5.8 | 8.1 | 4.1 | 8.9 | 8.9 | 6.8 | 6.0 | 7.1 | 13.2 | 12.2 | 20.0 | 27.4 | 10.6 | 7.6 | 7.3 | 8.1 | 7.6 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.05 | 0.01 | 0.24 | NA | NA | 0.1 | 0.24 | 0.03 | 0.07 | -0.16 | 0.08 | 0.14 | 7.0 | -0.38 | 0.13 | 0.06 | -0.01 | 0.05 | 0.15 | 0.13 | -0.02 | 0.14 | 0.28 | -0.36 | 0.06 | 0.09 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.02 | NA | NA | 0.01 | 0.04 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 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 | NA | NA | NA |
| Beta | NA | 1.48 | 1.39 | 1.28 | 1.19 | 0.21 | NA | NA | 0.47 | 0.5 | 1.24 | 1.15 | 1.13 | 1.09 | 0.94 | 0.02 | 0.17 | 1.07 | 1.09 | 1.06 | 1.05 | 0.83 | 0.85 | 0.86 | 0.99 | 1.04 | 0.97 | 0.93 | 0.92 | NA | NA | NA |
| RSquared | NA | 0.8 | 0.83 | 0.92 | 0.94 | 0.19 | NA | NA | 0.43 | 0.36 | 0.97 | 0.95 | 0.98 | 0.87 | 0.91 | 0.05 | 0.21 | 0.91 | 0.98 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.42 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 4.8 | 2.4 | 6.8 | 10.5 | 7.3 | 7.3 | 8.2 | 6.3 | 4.5 | 4.8 | 6.5 | 5.6 | 2.3 | 2.9 | 2.6 | 3.2 | 5.0 | 4.2 | 4.2 | 2.0 | 1.7 | 0.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 74.8 | 120.6 | -73.2 | -36.4 | 50.1 | 10.5 | -22.9 | 41.6 | 45.8 | -11.7 | -27.7 | 22.3 | 169.8 | -25.8 | 26.1 | 1.4 | -59.5 | 23.6 | 6.0 | 123.2 | 25.9 | 117.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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