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
FFLDX: FIDELITY FREEDOM INDEX 2055 FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 27.67 0.85(2.98%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 2.15% |
| Expenses | 0.12% |
| 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(%) | -2.7 | 8.7 | 24.1 | 18.3 | 9.2 | 11.6 | 10.5 | 21.5 | 14.2 | 19.9 | -18.2 | 15.9 | 16.5 | 26.1 | -7.1 | 20.6 | 9.5 | -3.9 |
| Sharpe Ratio | NA | 1.27 | 1.77 | 1.17 | 0.46 | 0.65 | 0.59 | 1.25 | 0.99 | 1.44 | -0.97 | 1.4 | 0.57 | 2.41 | -0.63 | 3.47 | 0.75 | -0.5 |
| Draw Down(%) | NA | 9.1 | 9.1 | 14.7 | 26.2 | 30.7 | 30.7 | 14.7 | 6.7 | 11.0 | 25.8 | 5.0 | 30.7 | 5.4 | 16.8 | 1.9 | 10.1 | 11.1 |
| Standard Deviation(%) | NA | 15.0 | 12.1 | 12.9 | 14.4 | 15.2 | 15.2 | 15.0 | 10.7 | 11.4 | 20.4 | 11.4 | 28.6 | 10.2 | 13.6 | 5.8 | 12.5 | 15.1 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.19 | 0.08 | 0.12 | 0.11 | 0.24 | 0.14 | 0.2 | -0.25 | 0.2 | 0.2 | 0.31 | -0.11 | 0.26 | 0.1 | -0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 1.01 | 0.93 | 0.8 | 0.8 | 0.8 | 0.81 | 0.77 | 0.73 | 0.8 | 0.8 | 0.81 | 0.8 | 0.79 | 0.79 | 0.78 | 0.9 | 0.83 |
| RSquared | NA | 0.93 | 0.92 | 0.9 | 0.92 | 0.95 | 0.95 | 0.95 | 0.8 | 0.91 | 0.96 | 0.94 | 0.98 | 0.97 | 0.97 | 0.91 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.3 | 2.3 | 1.6 | 2.3 | 2.2 | 12.3 | 2.2 | 2.3 | 2.6 | 2.2 |
| Dividend Growth(%) | N/A | -99.6 | N/A | N/A | N/A | N/A | N/A | 17.9 | 14.9 | 13.0 | -17.4 | 18.2 | -79.9 | 404.2 | 12.4 | -3.6 | 11.6 | 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 FFLDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
