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
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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 | 0.92% | 4.38% | -1.84% | 12.48% | 13.71% | 10.99% |
| 401k Fidelity | 3.90% | 4.11% | 0.89% | 13.62% | 13.09% | N/A |
| Portfolio components: | ||||||
FFLDX Fidelity Freedom Index 2055 Fund | 6.01% | 3.68% | 2.64% | 12.76% | 10.65% | N/A |
FXAIX Fidelity 500 Index Fund | 1.77% | 4.53% | -0.90% | 14.32% | 15.50% | 12.82% |
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% | 0.15% | 5.60% | 0.46% | 3.90% | ||||||
| 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 50, 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 | 0.82 | 1.30 | 1.19 | 0.91 | 4.05 |
FXAIX Fidelity 500 Index Fund | 0.73 | 1.15 | 1.17 | 0.79 | 3.00 |
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Dividends
Dividend yield
401k Fidelity provided a 1.74% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.74% | 1.63% | 1.71% | 1.87% | 1.60% | 1.75% | 6.45% | 2.58% | 1.97% | 2.47% | 2.57% | 1.04% |
| Portfolio components: | ||||||||||||
FFLDX Fidelity Freedom Index 2055 Fund | 1.95% | 2.02% | 1.96% | 2.05% | 1.99% | 1.91% | 10.83% | 2.44% | 1.97% | 2.42% | 2.32% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.54% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
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.
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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 1.43%.
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 |
| -16.55% | 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 chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | FFLDX | FXAIX | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.95 | 1.00 | 0.99 |
| FFLDX | 0.95 | 1.00 | 0.95 | 0.99 |
| FXAIX | 1.00 | 0.95 | 1.00 | 0.99 |
| Portfolio | 0.99 | 0.99 | 0.99 | 1.00 |