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Fidelity Flex Freedom Blend 2025 Fund (FELSX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3157934890
CUSIP
315793489
Issuer
Fidelity
Inception Date
Jun 8, 2017
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Often compared with FELSX:
FELSX vs. QQQMore FELSX alternatives

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Flex Freedom Blend 2025 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Fidelity Flex Freedom Blend 2025 Fund (FELSX) has returned -1.81% so far this year and 12.45% over the past 12 months.


Fidelity Flex Freedom Blend 2025 Fund

1D
0.09%
1M
-6.01%
YTD
-1.81%
6M
0.44%
1Y
12.45%
3Y*
11.91%
5Y*
5.86%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 15, 2017, FELSX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +8.1%, while the worst month was Mar 2020 at -9.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FELSX closed higher 51% of trading days. The best single day was Dec 30, 2024 with a return of +4.4%, while the worst single day was Mar 12, 2020 at -5.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.24%2.19%-6.01%-1.81%
20252.33%1.00%-1.80%0.46%2.84%3.24%0.44%1.91%2.56%1.33%0.25%0.69%16.22%
2024-0.19%1.92%2.45%-3.12%3.25%1.11%2.20%1.70%1.94%-2.51%2.39%1.79%13.48%
20236.29%-3.01%2.69%0.91%-1.15%3.03%1.96%-2.21%-3.64%-2.45%7.02%4.99%14.56%
2022-3.31%-2.19%-0.45%-6.13%0.22%-6.11%5.17%-3.34%-7.83%2.76%6.97%-2.91%-16.84%
2021-0.09%1.49%0.95%2.74%1.29%1.01%0.42%1.41%-2.46%2.94%-1.63%1.90%10.29%

Benchmark Metrics

Fidelity Flex Freedom Blend 2025 Fund has an annualized alpha of 1.47%, beta of 0.51, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since June 16, 2017.

  • This fund participated in 65.30% of S&P 500 Index downside but only 57.25% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.51 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.47%
Beta
0.51
0.83
Upside Capture
57.25%
Downside Capture
65.30%

Expense Ratio

FELSX has an expense ratio of 0.00%, meaning no management fees are charged.


Return for Risk

Risk / Return Rank

FELSX ranks 71 for risk / return — better than 71% 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.


FELSX Risk / Return Rank: 7171
Overall Rank
FELSX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FELSX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FELSX Omega Ratio Rank: 7171
Omega Ratio Rank
FELSX Calmar Ratio Rank: 6868
Calmar Ratio Rank
FELSX Martin Ratio Rank: 7474
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 Flex Freedom Blend 2025 Fund (FELSX) and compare them to a chosen benchmark (S&P 500 Index).


FELSXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.28

0.90

+0.39

Sortino ratio

Return per unit of downside risk

1.81

1.39

+0.43

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.61

1.40

+0.21

Martin ratio

Return relative to average drawdown

7.10

6.61

+0.49

Explore FELSX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Flex Freedom Blend 2025 Fund provided a 7.41% dividend yield over the last twelve months, with an annual payout of $0.85 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.85$0.85$1.06$0.30$0.43$0.77$0.57$0.67$0.61$0.29

Dividend yield

7.41%7.27%9.85%2.83%4.58%6.54%4.96%6.38%6.52%2.72%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Flex Freedom Blend 2025 Fund. 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
2025$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.00$0.69$0.85
2024$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.97$1.06
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.30
2022$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.43
2021$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.77

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 Flex Freedom Blend 2025 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 Flex Freedom Blend 2025 Fund was 23.65%, occurring on Oct 14, 2022. Recovery took 431 trading sessions.

The current Fidelity Flex Freedom Blend 2025 Fund drawdown is 6.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.65%Nov 10, 2021234Oct 14, 2022431Jul 5, 2024665
-21.52%Feb 20, 202023Mar 23, 202089Jul 29, 2020112
-12.56%Jan 29, 2018229Dec 24, 201889May 3, 2019318
-8.86%Feb 19, 202535Apr 8, 202524May 13, 202559
-6.24%Feb 26, 202622Mar 27, 2026

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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