FDKTX
2060 Fidelity Adv Freedom-M
$12.73
-0.06 (-0.47%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 637.972M |
| 52 Week High | 13.18 |
| 52 Week Low | 10.52 |
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Key Data
| Symbol | FDKTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 12.73 |
| Price Yesterday | 12.79 |
| Market Cap | 637.97 |
| YTD Return | 4.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0.035 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0125 |
Overview
| 52 Week High | 13.18 |
|---|---|
| 52 Week Low | 10.52 |
| Market Cap | 637.97M |
| Shares Outstanding | 50.12M |
| Income Dividend Yield | 0.87% |
| Long Term Dividend Yield | 0.82% |
| Short Term Dividend Yield | 0.04% |
| 52 Week Yield (All) | 1.73% |
Returns Annualized
| One Day | -69.46% |
|---|---|
| Five Days | 61.26% |
| One Months | -27.37% |
| Three Months | 17.40% |
| Six Months | 43.91% |
| Nine Months | 11.61% |
| One Year | 17.30% |
| Three Years | 2.00% |
| Five Years | 8.28% |
| Ten Years | -999 |
| YTD | 14.65% |
| Since Inception | 7.69% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | 0.95% |
| One Month | -2.75% |
| Three Months | 4.09% |
| Six Months | 19.77% |
| Nine Months | 8.63% |
| One Year | 17.28% |
| Three Years | 6.10% |
| Five Years | 48.71% |
| Ten Years | -999 |
| YTD | 4.43% |
| Since Inception | 104.93% |
Yearly Returns
| 2024 | 4.43% |
|---|---|
| 2023 | 18.64% |
| 2022 | -18.70% |
| 2021 | 15.33% |
| 2020 | 16.85% |
| 2019 | 25.98% |
| 2018 | -8.73% |
| 2017 | 21.01% |
| 2016 | 7.89% |
| 2015 | -1.20% |
Risk against SP-DA
| Alpha | -6.34% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.82% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 93.73% |
| Standard Deviation | 3.11% |
| Sharpe Ratio | -0.8 |
| Sortino | -2.97 |
| Treynor | 13.44 |
| Ulcer Index | 3.5 |
| Ulcer Performance Index | -2.47 |