Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2025 Service 2
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Above Avg 185
5-Year Above Avg Above Avg 164
10-Year Above Avg Above Avg 106
Overall Above Avg Above Avg 185
Morningstar Category: Target-Date 2025 | Number of Funds in Category: 185
Data through 2024-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 12.48
Mean 1.32
Sharpe Ratio -0.15
Trailing 3-Yr as of 2024-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar Gbl Allocation TR USD
R-Squared 99
Beta 0.95
Alpha -0.69
Trailing 3-Yr as of 2024-10-31
  Principal Risks   
Inflation-Protected Securities, Prepayment (Call), Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Index Correlation/Tracking Error, Issuer, Interest Rate, Market/Market Volatility, Equity Securities, Underlying Fund/Fund of Funds, Leverage, Management, Passive Management, Target Date
Show Risk Definitions
  Investment Risks
Fund of Funds: An investment option with mutual funds in its portfolio may be subject to the expenses of those mutual funds in addition to those of the investment option itself.
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.