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FDKVX: FIDELITY FREEDOM 2060 FUND FIDELITY FREEDOM 2060 FUND (MUTUAL FUND)
Basic Info 18.41 0.63(3.31%) June 05
| Asset Class: | Target Date 2060+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/2014 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.02% |
| Expenses | 0.65% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 6.4 | 22.3 | 18.1 | 6.3 | 9.6 | 8.5 | 23.8 | 14.0 | 20.5 | -24.4 | 7.8 | 14.3 | 25.4 | -8.9 | 22.1 | 8.6 | -0.2 | 2.5 |
| Sharpe Ratio | NA | 0.77 | 1.46 | 1.08 | 0.24 | 0.5 | 0.46 | 1.34 | 0.9 | 1.47 | -1.17 | 0.6 | 0.5 | 2.33 | -0.76 | 3.36 | 0.63 | -0.02 | 0.55 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.4 | 34.5 | 34.5 | 34.5 | 15.4 | 7.7 | 10.8 | 30.9 | 6.0 | 31.0 | 5.7 | 18.6 | 1.9 | 11.9 | 12.5 | 7.7 |
| Standard Deviation(%) | NA | 17.1 | 13.5 | 13.8 | 15.6 | 15.7 | 15.4 | 15.6 | 11.6 | 11.6 | 22.1 | 12.9 | 27.7 | 10.3 | 13.6 | 6.4 | 13.4 | 13.3 | 11.8 |
| Treynor Ratio | NA | 0.12 | 0.2 | 0.17 | 0.04 | 0.1 | 0.09 | 0.26 | 0.12 | 0.21 | -0.31 | 0.09 | 0.19 | 0.3 | -0.13 | 0.25 | 0.09 | 0.0 | 0.08 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.03 | -0.02 | 0.0 | -0.05 | -0.05 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.04 |
| Beta | NA | 1.09 | 0.99 | 0.86 | 0.84 | 0.8 | 0.8 | 0.8 | 0.84 | 0.82 | 0.82 | 0.82 | 0.73 | 0.8 | 0.77 | 0.85 | 0.99 | 0.84 | 0.82 |
| RSquared | NA | 0.8 | 0.8 | 0.86 | 0.83 | 0.85 | 0.86 | 0.92 | 0.85 | 0.86 | 0.82 | 0.7 | 0.86 | 0.94 | 0.94 | 0.79 | 0.94 | 0.95 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 4.4 | 2.1 | 2.3 | 1.5 | 2.4 | 1.2 | 7.0 | 5.0 | 3.8 | 3.1 | 2.9 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 135.8 | 5.4 | 11.3 | -30.2 | 128.3 | -80.3 | 19.5 | 55.7 | 31.7 | 1.7 | 74.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2014
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