FDKTX
2060 Fidelity Adv Freedom-M
$13.51
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 648.144M |
| 52 Week High | 13.53 |
| 52 Week Low | 10.472 |
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Key Data
| Symbol | FDKTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 13.51 |
| Price Yesterday | 13.53 |
| Market Cap | 648.14 |
| YTD Return | 11.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0.035 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0126 |
Overview
| 52 Week High | 13.53 |
|---|---|
| 52 Week Low | 10.47 |
| Market Cap | 648.14M |
| Shares Outstanding | 47.98M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 0.44% |
| Short Term Dividend Yield | 0.04% |
| 52 Week Yield (All) | 1.30% |
Returns Annualized
| One Day | -31.14% |
|---|---|
| Five Days | 112.22% |
| One Months | 31.48% |
| Three Months | 14.07% |
| Six Months | 27.59% |
| Nine Months | 33.49% |
| One Year | 20.73% |
| Three Years | 3.32% |
| Five Years | 9.37% |
| Ten Years | -999 |
| YTD | 23.17% |
| Since Inception | 8.23% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.50% |
| One Month | 2.19% |
| Three Months | 3.29% |
| Six Months | 12.72% |
| Nine Months | 23.88% |
| One Year | 20.71% |
| Three Years | 10.25% |
| Five Years | 56.33% |
| Ten Years | -999 |
| YTD | 11.34% |
| Since Inception | 118.50% |
Yearly Returns
| 2024 | 11.34% |
|---|---|
| 2023 | 18.64% |
| 2022 | -18.70% |
| 2021 | 15.33% |
| 2020 | 16.85% |
| 2019 | 25.97% |
| 2018 | -8.73% |
| 2017 | 21.01% |
| 2016 | 7.88% |
| 2015 | -1.21% |
Risk against SP-DA
| Alpha | -5.28% |
|---|---|
| Beta | 0.88 |
| Correlation | 94.14% |
| Downside Deviation | 3.04% |
| Coefficient of determination | 88.63% |
| Standard Deviation | 3.02% |
| Sharpe Ratio | -0.76 |
| Sortino | -2.63 |
| Treynor | 17.36 |
| Ulcer Index | 3.5 |
| Ulcer Performance Index | -2.28 |