Fidelity Freedom 2035
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | Target Retirement Date | 100% |
Performance
Performance Chart
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The earliest data available for this chart is Nov 13, 2003, corresponding to the inception date of FFTHX
Returns By Period
As of May 17, 2025, the Fidelity Freedom 2035 returned 2.83% Year-To-Date and 3.17% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| Fidelity Freedom 2035 | 2.83% | 5.65% | 1.59% | 5.71% | 6.70% | 3.17% |
| Portfolio components: | ||||||
FFTHX Fidelity Freedom 2035 Fund | 2.83% | 5.65% | 1.59% | 5.71% | 6.70% | 3.17% |
Monthly Returns
The table below presents the monthly returns of Fidelity Freedom 2035, 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 | 2.80% | 0.43% | -2.41% | 0.63% | 1.41% | 2.83% | |||||||
| 2024 | 0.07% | 3.23% | 2.87% | -3.37% | 3.45% | 1.17% | 1.92% | 1.95% | 1.79% | -2.42% | 2.73% | -3.53% | 9.91% |
| 2023 | 7.23% | -3.19% | 2.53% | 1.12% | -1.23% | 3.96% | 2.66% | -2.45% | -3.81% | -2.76% | 7.76% | 5.19% | 17.35% |
| 2022 | -3.78% | -2.70% | 0.19% | -6.99% | -5.82% | -7.54% | 5.67% | -3.38% | -8.52% | 4.33% | 8.05% | -5.06% | -24.06% |
| 2021 | 0.06% | 2.77% | 1.88% | 3.51% | -2.62% | 0.86% | 0.00% | 1.87% | -3.00% | 3.84% | -2.43% | -2.02% | 4.48% |
| 2020 | -1.66% | -5.66% | -12.85% | 8.93% | 1.58% | 3.33% | 4.51% | 4.87% | -2.03% | -1.47% | 10.90% | 2.21% | 10.88% |
| 2019 | 7.23% | 2.37% | 1.05% | 2.91% | -8.49% | 5.45% | 0.00% | -1.61% | 1.42% | 2.59% | 2.73% | 1.77% | 17.90% |
| 2018 | 5.25% | -3.93% | -1.36% | 0.46% | -1.90% | -0.13% | 1.94% | 1.18% | -0.00% | -7.06% | 0.91% | -8.69% | -13.30% |
| 2017 | 2.53% | 2.69% | 1.09% | 1.73% | 0.35% | 0.64% | 2.46% | 0.34% | 1.84% | 1.81% | 1.65% | -0.26% | 18.17% |
| 2016 | -6.00% | -0.85% | 6.86% | 1.36% | -1.40% | -0.64% | 4.20% | 0.70% | 0.85% | -1.99% | 1.79% | 1.20% | 5.68% |
| 2015 | -1.43% | 5.43% | -0.80% | 1.54% | 1.14% | -1.61% | 0.89% | -5.96% | -3.37% | 6.40% | 0.08% | -3.49% | -1.86% |
| 2014 | -3.19% | 4.67% | -0.29% | -0.07% | 2.36% | 2.33% | -1.99% | 3.00% | -2.62% | 1.80% | 1.32% | 0.54% | 7.82% |
Expense Ratio
Fidelity Freedom 2035 has an expense ratio of 0.71%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Fidelity Freedom 2035 is 20, meaning it’s performing worse than 80% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 0.42 | 0.84 | 1.11 | 0.47 | 2.50 |
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Dividends
Dividend yield
Fidelity Freedom 2035 provided a 4.47% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.47% | 2.75% | 1.86% | 11.21% | 11.62% | 5.93% | 6.75% | 7.66% | 4.23% | 4.00% | 6.07% | 9.03% |
| Portfolio components: | ||||||||||||
FFTHX Fidelity Freedom 2035 Fund | 4.47% | 2.75% | 1.86% | 11.21% | 11.62% | 5.93% | 6.75% | 7.66% | 4.23% | 4.00% | 6.07% | 9.03% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $1.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $1.97 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.98 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $1.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $1.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.65 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.52 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.76 |
| 2014 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $1.20 |
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 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 50.94%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.
The current Fidelity Freedom 2035 drawdown is 5.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.94% | Nov 1, 2007 | 338 | Mar 9, 2009 | 491 | Feb 16, 2011 | 829 |
| -33.75% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -30.48% | Jan 29, 2018 | 541 | Mar 23, 2020 | 161 | Nov 9, 2020 | 702 |
| -19.98% | May 2, 2011 | 108 | Oct 3, 2011 | 233 | Sep 6, 2012 | 341 |
| -19.47% | May 22, 2015 | 183 | Feb 11, 2016 | 240 | Jan 25, 2017 | 423 |
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 1 assets, with an effective number of assets of 1.00, 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 | FFTHX | Portfolio | |
|---|---|---|---|
| ^GSPC | 1.00 | 0.93 | 0.93 |
| FFTHX | 0.93 | 1.00 | 1.00 |
| Portfolio | 0.93 | 1.00 | 1.00 |