Fidelity Freedom 2035

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom 2035, 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.

As of Jul 21, 2026, the Fidelity Freedom 2035 returned 8.54% Year-To-Date and 10.35% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 8, 2003, Fidelity Freedom 2035's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +10.9%, while the worst month was Oct 2008 at -17.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Fidelity Freedom 2035 closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -8.8%.

Fidelity Freedom 2035 has an annualized alpha of 0.13%, beta of 0.76, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since January 08, 2003.

• This portfolio participated in 87.01% of S&P 500 Index downside but only 79.67% of its upside - more exposed to losses than it benefited from rallies.

Fidelity Freedom 2035 has an expense ratio of 0.63%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Fidelity Freedom 2035 ranks 54 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current Fidelity Freedom 2035 Sharpe ratio is 1.66 as of Jul 21, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.20 to 1.99, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Fidelity Freedom 2035 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Fidelity Freedom 2035 provided a 5.94% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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.

The table below displays the maximum drawdowns of the Fidelity Freedom 2035. 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 Fidelity Freedom 2035 was 52.86%, occurring on Mar 9, 2009. Recovery took 975 trading sessions.

The current Fidelity Freedom 2035 drawdown is 2.09%.

The chart below shows the rolling one-month volatility.