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ISIN
US3157966801
Issuer
Fidelity
Inception Date
Jun 28, 2019
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FAXFX Performance Chart

Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) is up 13.2% since the beginning of the year. FAXFX is currently trading at $18 per share. Investors who bought $1,000 worth of FAXFX shares 5 years ago would now be looking at an investment worth $1,617.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) has returned 13.16% so far this year and 30.49% over the past 12 months.


Fidelity Advisor Freedom Blend 2065 Fund Class I

1D
0.29%
1M
4.24%
YTD
13.16%
6M
15.21%
1Y
30.49%
3Y*
19.92%
5Y*
10.09%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAXFX Monthly Returns History

Based on dividend-adjusted daily data since Jun 28, 2019, FAXFX's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -13.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FAXFX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.5%, while the worst single day was Mar 16, 2020 at -9.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.61%2.33%-6.40%9.52%3.82%0.29%13.16%
20253.49%-0.22%-3.23%0.61%5.30%4.61%0.90%2.53%3.53%1.74%0.19%1.49%22.69%
20240.00%4.19%3.38%-3.58%4.33%1.16%1.99%2.03%2.06%-2.45%3.48%-3.36%13.56%
20238.02%-3.30%2.65%1.20%-1.04%5.08%3.25%-2.98%-4.13%-3.11%8.70%5.49%20.40%
2022-4.34%-3.11%0.82%-7.75%0.33%-8.30%6.49%-3.60%-9.29%5.17%8.84%-3.15%-18.12%
2021-0.08%2.99%2.09%3.86%1.77%0.98%0.15%2.17%-3.44%4.62%-2.82%3.19%16.23%

Benchmark Metrics

Fidelity Advisor Freedom Blend 2065 Fund Class I has an annualized alpha of 1.12%, beta of 0.82, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since July 01, 2019.

  • This fund participated in 90.77% of S&P 500 Index downside but only 87.48% of its upside - more exposed to losses than it benefited from rallies.

Alpha
1.12%
Beta
0.82
0.91
Upside Capture
87.48%
Downside Capture
90.77%

Expense Ratio

FAXFX has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FAXFX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FAXFX Risk / Return Rank: 7070
Overall Rank
FAXFX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FAXFX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FAXFX Omega Ratio Rank: 6666
Omega Ratio Rank
FAXFX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FAXFX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and compare them to S&P 500 Index.


FAXFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.46

2.39

+0.08

Sortino ratio

Return per unit of downside risk

3.39

3.25

+0.14

Omega ratio

Gain probability vs. loss probability

1.46

1.43

+0.02

Calmar ratio

Return relative to maximum drawdown

3.23

3.11

+0.12

Martin ratio

Return relative to average drawdown

14.32

14.38

-0.06

Dividends

Dividend History

Fidelity Advisor Freedom Blend 2065 Fund Class I provided a 3.24% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.802019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.57$0.39$0.37$0.23$0.65$0.90$0.41$0.30

Dividend yield

3.24%2.45%2.80%1.91%6.39%6.85%3.41%2.79%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend 2065 Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.26$0.00$0.26
2025$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.39
2024$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.37
2023$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.23
2022$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.65
2021$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.00$0.73$0.90

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 Advisor Freedom Blend 2065 Fund Class I. 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 Advisor Freedom Blend 2065 Fund Class I was 31.34%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-31.34%Mar 2020
1mo 2d4mo 28d
6moFeb 2020 - Aug 2020
Bear market2022
-27.77%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Feb 2024
2025 selloff2025
-15.53%Apr 2025
1mo 18d1mo 8d
2mo 26dFeb 2025 - May 2025
2026 pullback2026
-9.69%Mar 2026
1mo 2d15d
1mo 17dFeb 2026 - Apr 2026
2024 pullback2024
-7.66%Aug 2024
19d18d
1mo 7dJul 2024 - Aug 2024

Drawdown Indicators


FAXFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-56.78%

+25.44%

Max Drawdown (1Y)

Largest decline over 1 year

-9.69%

-9.10%

-0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-15.53%

-18.90%

+3.37%

Max Drawdown (5Y)

Largest decline over 5 years

-27.77%

-25.43%

-2.34%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.90%

-10.72%

+4.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

1.97%

+0.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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