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FFFLX: FIDELITY ADVISOR FREEDOM 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 15.99 0.54(3.27%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 06/14/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.23% |
| Expenses | 1.00% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 3.6 | 17.5 | 16.5 | 7.6 | 10.9 | 9.3 | 7.8 | 22.7 | 13.4 | 18.9 | -18.4 | 15.8 | 17.3 | 26.3 | -8.5 | 21.4 | 8.2 | -1.1 | 5.3 | 21.2 | 14.7 | -5.6 | 16.4 | 33.7 | -42.4 | 9.6 | 15.9 |
| Sharpe Ratio | NA | 0.31 | 1.01 | 0.94 | 0.33 | 0.59 | NA | 0.38 | 1.29 | 0.86 | 1.35 | -0.95 | 1.28 | 0.6 | 2.38 | -0.72 | 3.36 | 0.6 | -0.08 | 0.53 | 2.36 | 1.3 | -0.27 | 0.93 | 1.25 | -1.15 | 0.45 | 2.9 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.1 | 27.5 | 31.2 | NA | 58.3 | 15.1 | 7.6 | 10.8 | 26.1 | 6.1 | 31.2 | 5.8 | 18.2 | 1.9 | 11.7 | 12.7 | 7.8 | 6.4 | 10.5 | 21.9 | 14.9 | 26.1 | 52.3 | 9.5 | 4.6 |
| Standard Deviation(%) | NA | 19.3 | 14.7 | 14.1 | 15.3 | 15.7 | NA | 17.6 | 15.5 | 11.4 | 11.4 | 20.9 | 12.3 | 28.3 | 10.4 | 13.9 | 6.2 | 13.4 | 13.5 | 9.9 | 9.0 | 11.3 | 20.9 | 17.7 | 26.9 | 37.6 | 14.3 | 9.4 |
| Treynor Ratio | NA | 0.05 | 0.14 | 0.15 | 0.06 | 0.11 | NA | 0.08 | 0.25 | 0.12 | 0.19 | -0.24 | 0.18 | 0.21 | 0.31 | -0.13 | 0.24 | 0.08 | -0.01 | 0.06 | 0.27 | 0.17 | -0.06 | 0.17 | 0.34 | -0.48 | 0.07 | 0.29 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.01 | -0.01 | NA | -0.01 | 0.03 | -0.03 | -0.01 | -0.02 | -0.03 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.02 | -0.06 | 0.02 | 0.0 |
| Beta | NA | 1.19 | 1.03 | 0.86 | 0.84 | 0.82 | NA | 0.87 | 0.79 | 0.83 | 0.8 | 0.82 | 0.86 | 0.79 | 0.81 | 0.79 | 0.87 | 0.99 | 0.85 | 0.84 | 0.78 | 0.86 | 0.88 | 0.96 | 0.97 | 0.91 | 0.87 | 0.96 |
| RSquared | NA | 0.75 | 0.75 | 0.83 | 0.86 | 0.9 | NA | 0.94 | 0.91 | 0.84 | 0.84 | 0.91 | 0.84 | 0.95 | 0.95 | 0.95 | 0.87 | 0.94 | 0.96 | 0.92 | 0.93 | 0.94 | 0.96 | 0.97 | 0.98 | 0.98 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 1.6 | 1.5 | 7.8 | 9.9 | 5.7 | 7.9 | 9.3 | 4.9 | 4.7 | 4.6 | 8.3 | 6.7 | 2.1 | 2.8 | 2.2 | 2.7 | 3.7 | 2.6 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 376.8 | 26.7 | -86.1 | -16.6 | 90.6 | -15.0 | -30.5 | 121.4 | 9.3 | -4.0 | -45.6 | 36.4 | 256.7 | -31.2 | 47.8 | 7.0 | -59.2 | 51.8 | 87.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2006
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