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
FFEGX: FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 23.77 0.48(1.98%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 3.54% |
| Expenses | 0.06% |
| 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 | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.5 | 16.5 | 12.9 | 5.9 | 8.9 | 8.1 | 15.9 | 9.5 | 15.2 | -16.8 | 10.9 | 14.4 | 22.2 | -5.4 | 18.0 | 8.7 | -3.5 |
| Sharpe Ratio | NA | 1.07 | 1.69 | 1.07 | 0.33 | 0.64 | 0.57 | 1.33 | 0.75 | 1.34 | -1.22 | 1.33 | 0.67 | 2.68 | -0.62 | 3.53 | 0.76 | -0.5 |
| Draw Down(%) | NA | 6.4 | 6.4 | 9.4 | 23.3 | 23.8 | 23.8 | 9.4 | 4.1 | 8.9 | 22.7 | 3.7 | 23.8 | 3.8 | 13.5 | 1.6 | 8.9 | 10.1 |
| Standard Deviation(%) | NA | 10.2 | 8.2 | 9.1 | 10.3 | 11.3 | 11.4 | 9.9 | 7.9 | 8.7 | 15.0 | 8.2 | 20.9 | 7.7 | 11.0 | 4.9 | 11.1 | 13.6 |
| Treynor Ratio | NA | 0.16 | 0.23 | 0.18 | 0.06 | 0.12 | 0.11 | 0.27 | 0.11 | 0.21 | -0.32 | 0.19 | 0.24 | 0.35 | -0.11 | 0.26 | 0.11 | -0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.68 | 0.61 | 0.55 | 0.56 | 0.58 | 0.6 | 0.49 | 0.54 | 0.56 | 0.58 | 0.57 | 0.59 | 0.59 | 0.64 | 0.66 | 0.8 | 0.74 |
| RSquared | NA | 0.9 | 0.87 | 0.85 | 0.87 | 0.92 | 0.92 | 0.9 | 0.8 | 0.78 | 0.92 | 0.92 | 0.97 | 0.94 | 0.96 | 0.89 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | 3.8 | 2.9 | 2.6 | 2.0 | 2.4 | 2.7 | 17.5 | 2.1 | 2.2 | 2.2 | 1.9 |
| Dividend Growth(%) | N/A | -88.5 | N/A | N/A | N/A | N/A | N/A | 39.6 | 25.2 | 6.1 | -10.7 | -0.9 | -83.8 | 656.7 | 14.2 | 8.9 | 5.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2015
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 EQUITY Asset Class Trend Rankings |
Latest Articles Related to FFEGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
