401k Fidelity
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FFLDX Fidelity Freedom Index 2055 Fund | Target Retirement Date | 50% |
FXAIX Fidelity 500 Index Fund | Large Cap Blend Equities | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 401k Fidelity, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Jun 25, 2015, corresponding to the inception date of FFLDX
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| 401k Fidelity | -6.94% | -6.03% | -7.72% | 7.89% | 13.00% | N/A |
| Portfolio components: | ||||||
FFLDX Fidelity Freedom Index 2055 Fund | -3.98% | -5.39% | -6.15% | 7.88% | 10.82% | N/A |
FXAIX Fidelity 500 Index Fund | -9.86% | -6.66% | -9.36% | 7.75% | 15.14% | 11.44% |
Monthly Returns
The table below presents the monthly returns of 401k Fidelity, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.94% | -0.61% | -4.41% | -4.84% | -6.94% | ||||||||
| 2024 | 0.81% | 4.61% | 3.10% | -3.85% | 4.56% | 2.60% | 1.69% | 2.34% | 2.15% | -1.69% | 4.74% | -2.64% | 19.54% |
| 2023 | 6.81% | -2.77% | 3.26% | 1.38% | -0.39% | 5.96% | 3.17% | -2.20% | -4.54% | -2.53% | 8.92% | 4.92% | 23.09% |
| 2022 | -4.81% | -2.84% | 2.49% | -8.24% | 0.24% | -7.95% | 7.90% | -4.00% | -9.19% | 6.71% | 6.92% | -4.96% | -18.15% |
| 2021 | -0.68% | 2.48% | 3.27% | 4.61% | 0.93% | 1.81% | 1.47% | 2.58% | -4.25% | 5.84% | -1.44% | 3.83% | 21.96% |
| 2020 | -0.43% | -7.39% | -12.54% | 11.37% | 4.43% | 2.41% | 5.22% | 6.21% | -3.29% | -2.37% | 11.16% | 3.98% | 17.14% |
| 2019 | 7.76% | 2.93% | 1.67% | 3.59% | -5.91% | 6.60% | 0.91% | -1.51% | 1.79% | 2.25% | 3.00% | -1.22% | 23.31% |
| 2018 | 5.21% | -3.74% | -1.96% | 0.37% | 1.72% | 0.21% | 3.24% | 2.43% | 0.32% | -6.91% | 1.86% | -8.17% | -6.15% |
| 2017 | 2.08% | 3.32% | 0.46% | 1.07% | 1.37% | 0.67% | 2.14% | 0.33% | 2.01% | 2.09% | 2.54% | 1.14% | 20.93% |
| 2016 | -4.90% | -0.37% | 6.71% | 0.76% | 1.27% | 0.21% | 3.64% | 0.26% | 0.29% | -1.84% | 2.80% | 1.55% | 10.38% |
| 2015 | -1.84% | 1.44% | -5.90% | -2.73% | 7.55% | 0.03% | -1.92% | -3.82% |
Expense Ratio
401k Fidelity has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 401k Fidelity is 44, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
FFLDX Fidelity Freedom Index 2055 Fund | 0.45 | 0.74 | 1.10 | 0.47 | 2.29 |
FXAIX Fidelity 500 Index Fund | 0.31 | 0.57 | 1.08 | 0.32 | 1.43 |
Dividends
Dividend yield
401k Fidelity provided a 1.75% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.75% | 1.63% | 1.71% | 1.84% | 1.41% | 1.50% | 1.83% | 2.14% | 1.77% | 2.14% | 2.43% | 1.32% |
| Portfolio components: | ||||||||||||
FFLDX Fidelity Freedom Index 2055 Fund | 2.10% | 2.01% | 1.96% | 1.98% | 1.61% | 1.39% | 1.71% | 2.20% | 1.73% | 2.26% | 2.30% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the 401k Fidelity. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 401k Fidelity was 32.63%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.
The current 401k Fidelity drawdown is 11.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.63% | Dec 30, 2019 | 58 | Mar 23, 2020 | 103 | Aug 18, 2020 | 161 |
| -25.06% | Dec 28, 2021 | 202 | Oct 14, 2022 | 300 | Dec 26, 2023 | 502 |
| -18.07% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
| -16.68% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -14.18% | Jul 21, 2015 | 143 | Feb 11, 2016 | 81 | Jun 8, 2016 | 224 |
Volatility
Volatility Chart
The current 401k Fidelity volatility is 12.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| FFLDX | FXAIX | |
|---|---|---|
| FFLDX | 1.00 | 0.95 |
| FXAIX | 0.95 | 1.00 |