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Fidelity Freedom 2060 Fund (FDKVX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157937299

CUSIP

315793729

Issuer

Fidelity

Inception Date

Aug 5, 2014

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FDKVX features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for FDKVX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FDKVX vs. FDKLX FDKVX vs. FXAIX FDKVX vs. FVTKX FDKVX vs. VOO FDKVX vs. FFLDX FDKVX vs. SWPRX FDKVX vs. VT FDKVX vs. SCHD FDKVX vs. FNILX FDKVX vs. AAPL
Popular comparisons:
FDKVX vs. FDKLX FDKVX vs. FXAIX FDKVX vs. FVTKX FDKVX vs. VOO FDKVX vs. FFLDX FDKVX vs. SWPRX FDKVX vs. VT FDKVX vs. SCHD FDKVX vs. FNILX FDKVX vs. AAPL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom 2060 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.41%
9.66%
FDKVX (Fidelity Freedom 2060 Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Freedom 2060 Fund had a return of 14.69% year-to-date (YTD) and 15.50% in the last 12 months. Over the past 10 years, Fidelity Freedom 2060 Fund had an annualized return of 5.38%, while the S&P 500 had an annualized return of 11.11%, indicating that Fidelity Freedom 2060 Fund did not perform as well as the benchmark.


FDKVX

YTD

14.69%

1M

-1.19%

6M

4.41%

1Y

15.50%

5Y*

4.84%

10Y*

5.38%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of FDKVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.15%4.45%3.46%-3.62%3.98%1.21%1.82%2.06%1.96%-2.38%3.32%14.69%
20237.99%-3.28%2.43%1.27%-1.68%4.94%3.33%-2.91%-4.05%-3.04%8.53%5.55%19.54%
2022-4.10%-2.95%0.65%-7.54%-5.75%-8.49%6.31%-3.47%-9.31%5.52%8.81%-5.22%-24.35%
20210.14%3.26%2.27%3.83%-1.88%0.79%-0.13%2.16%-3.27%4.37%-2.86%-0.79%7.80%
2020-1.93%-6.31%-13.72%9.52%2.59%3.43%4.79%5.33%-2.21%-1.53%11.98%4.21%14.25%
20197.58%2.55%1.03%3.06%-8.58%5.69%0.09%-2.05%1.57%2.83%2.92%2.37%19.74%
20185.40%-3.96%-1.45%0.49%-1.30%-0.17%2.07%1.30%0.00%-7.37%0.95%-8.31%-12.43%
20172.61%2.64%1.01%1.73%0.85%0.71%2.46%0.34%1.88%1.76%1.73%0.21%19.43%
2016-5.91%-0.87%6.77%1.33%-0.55%-0.71%4.19%0.69%0.88%-1.93%1.77%1.41%6.74%
2015-1.38%5.41%-0.76%1.53%1.00%-1.60%0.86%-5.97%-3.32%6.35%0.10%-2.79%-1.23%
20142.98%-2.60%1.78%1.36%-0.17%3.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FDKVX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FDKVX is 7171
Overall Rank
The Sharpe Ratio Rank of FDKVX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of FDKVX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FDKVX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FDKVX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FDKVX is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Freedom 2060 Fund (FDKVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FDKVX, currently valued at 1.36, compared to the broader market-1.000.001.002.003.004.001.362.07
The chart of Sortino ratio for FDKVX, currently valued at 1.91, compared to the broader market-2.000.002.004.006.008.0010.001.912.76
The chart of Omega ratio for FDKVX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.003.501.251.39
The chart of Calmar ratio for FDKVX, currently valued at 0.94, compared to the broader market0.002.004.006.008.0010.0012.0014.000.943.05
The chart of Martin ratio for FDKVX, currently valued at 8.24, compared to the broader market0.0020.0040.0060.008.2413.27
FDKVX
^GSPC

The current Fidelity Freedom 2060 Fund Sharpe ratio is 1.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Freedom 2060 Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.36
2.07
FDKVX (Fidelity Freedom 2060 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Freedom 2060 Fund provided a 1.09% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


1.00%1.50%2.00%2.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.16$0.16$0.23$0.33$0.15$0.19$0.16$0.13$0.13$0.19$0.27

Dividend yield

1.09%1.25%2.10%2.23%1.03%1.49%1.53%1.08%1.28%1.96%2.68%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom 2060 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.23
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2017$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2016$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2015$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.19
2014$0.27$0.27

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.50%
-1.91%
FDKVX (Fidelity Freedom 2060 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom 2060 Fund. 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 2060 Fund was 34.53%, occurring on Oct 14, 2022. Recovery took 519 trading sessions.

The current Fidelity Freedom 2060 Fund drawdown is 3.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.53%Nov 9, 2021235Oct 14, 2022519Nov 7, 2024754
-30.95%Jan 21, 202044Mar 23, 2020111Aug 28, 2020155
-20.24%Jan 29, 2018229Dec 24, 2018268Jan 17, 2020497
-18.82%May 22, 2015183Feb 11, 2016227Jan 5, 2017410
-7.71%Sep 8, 201428Oct 15, 201427Nov 21, 201455

Volatility

Volatility Chart

The current Fidelity Freedom 2060 Fund volatility is 3.34%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.34%
3.82%
FDKVX (Fidelity Freedom 2060 Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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