Fidelity IRA_Current
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | Target Retirement Date | 50% |
FFTWX Fidelity Freedom 2025 Fund | Target Retirement Date | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity IRA_Current, 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 Nov 13, 2003, corresponding to the inception date of FFTWX
Returns By Period
As of Apr 23, 2025, the Fidelity IRA_Current returned -1.35% Year-To-Date and 1.99% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -8.60% | -6.79% | -7.27% | 6.02% | 13.70% | 9.79% |
| Fidelity IRA_Current | -0.43% | -3.07% | -2.56% | 4.89% | 3.65% | 2.09% |
| Portfolio components: | ||||||
FFFEX Fidelity Freedom 2030 Fund | -0.57% | -3.21% | -2.56% | 5.19% | 4.09% | 2.23% |
FFTWX Fidelity Freedom 2025 Fund | -0.29% | -2.92% | -2.57% | 4.58% | 3.20% | 1.94% |
Monthly Returns
The table below presents the monthly returns of Fidelity IRA_Current, 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 | 2.48% | 0.80% | -1.90% | -1.74% | -0.43% | ||||||||
| 2024 | 0.00% | 2.16% | 2.56% | -3.24% | 2.91% | 1.13% | 2.02% | 1.81% | 1.78% | -2.51% | 2.34% | -3.44% | 7.46% |
| 2023 | 6.40% | -3.07% | 2.54% | 1.00% | -1.11% | 3.06% | 2.08% | -2.21% | -3.59% | -2.60% | 7.16% | 4.89% | 14.70% |
| 2022 | -3.24% | -2.31% | -0.44% | -6.14% | -5.07% | -6.37% | 5.09% | -3.28% | -7.94% | 3.12% | 7.10% | -3.86% | -22.00% |
| 2021 | 0.03% | 1.85% | 1.09% | 2.89% | -2.43% | 0.81% | 0.25% | 1.37% | -2.43% | 2.93% | -1.83% | -2.09% | 2.24% |
| 2020 | -0.92% | -4.07% | -10.45% | 7.24% | 1.04% | 2.86% | 3.96% | 3.64% | -1.58% | -1.13% | 8.58% | 1.10% | 9.17% |
| 2019 | 5.83% | 1.81% | 1.28% | 2.23% | -6.31% | 4.38% | 0.09% | -0.75% | 0.93% | 2.11% | 2.00% | 0.85% | 14.89% |
| 2018 | 4.02% | -3.26% | -0.96% | 0.21% | -1.74% | -0.13% | 1.56% | 0.98% | -0.12% | -5.72% | 0.81% | -6.47% | -10.77% |
| 2017 | 2.22% | 2.27% | 0.89% | 1.51% | 0.20% | 0.48% | 2.16% | 0.41% | 1.37% | 1.45% | 1.31% | -0.51% | 14.63% |
| 2016 | -4.91% | -0.60% | 5.97% | 1.30% | -1.13% | -0.27% | 3.59% | 0.63% | 0.76% | -1.67% | 0.92% | 0.88% | 5.20% |
| 2015 | -0.97% | 4.55% | -0.59% | 1.25% | 0.98% | -1.53% | 0.87% | -5.12% | -2.80% | 5.37% | 0.03% | -3.20% | -1.63% |
| 2014 | -2.67% | 4.20% | -0.30% | 0.07% | 2.29% | 1.99% | -1.76% | 2.74% | -2.37% | 1.65% | 1.26% | 0.65% | 7.79% |
Expense Ratio
Fidelity IRA_Current has an expense ratio of 0.64%, 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 IRA_Current is 47, 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 | |
|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | 0.60 | 0.91 | 1.12 | 0.47 | 2.80 |
FFTWX Fidelity Freedom 2025 Fund | 0.57 | 0.87 | 1.11 | 0.41 | 2.52 |
Dividends
Dividend yield
Fidelity IRA_Current provided a 2.20% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.20% | 2.19% | 1.94% | 2.74% | 2.41% | 1.08% | 1.69% | 1.80% | 1.26% | 1.59% | 4.27% | 8.59% |
| Portfolio components: | ||||||||||||
FFFEX Fidelity Freedom 2030 Fund | 2.09% | 2.08% | 1.83% | 2.59% | 2.40% | 1.07% | 1.65% | 1.76% | 1.23% | 1.55% | 4.36% | 8.39% |
FFTWX Fidelity Freedom 2025 Fund | 2.31% | 2.30% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% |
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 Fidelity IRA_Current. 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 IRA_Current was 47.35%, occurring on Mar 9, 2009. Recovery took 460 trading sessions.
The current Fidelity IRA_Current drawdown is 10.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.35% | Nov 1, 2007 | 338 | Mar 9, 2009 | 460 | Jan 3, 2011 | 798 |
| -30.92% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -23.82% | Jan 29, 2018 | 541 | Mar 23, 2020 | 113 | Sep 1, 2020 | 654 |
| -16.93% | May 2, 2011 | 108 | Oct 3, 2011 | 101 | Feb 28, 2012 | 209 |
| -16.76% | May 22, 2015 | 183 | Feb 11, 2016 | 240 | Jan 25, 2017 | 423 |
Volatility
Volatility Chart
The current Fidelity IRA_Current volatility is 7.10%, 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
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
| FFFEX | FFTWX | |
|---|---|---|
| FFFEX | 1.00 | 0.99 |
| FFTWX | 0.99 | 1.00 |