- ISIN
- US3157936200
- CUSIP
- 315793620
- Issuer
- Fidelity
- Inception Date
- Oct 2, 2009
- Category
- Target Retirement Date
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FFEGX Performance Chart
Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is up 7.8% since the beginning of the year. FFEGX is currently trading at $24 per share. Investors who bought $1,000 worth of FFEGX shares 5 years ago would now be looking at an investment worth $1,373.
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Returns By Period
Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) has returned 7.78% so far this year and 18.89% over the past 12 months. Over the last ten years, FFEGX has returned 9.12% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Freedom Index 2030 Fund Institutional Premium Class
- 1D
- 0.87%
- 1M
- 1.55%
- YTD
- 7.78%
- 6M
- 7.75%
- 1Y
- 18.89%
- 3Y*
- 12.95%
- 5Y*
- 6.55%
- 10Y*
- 9.12%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FFEGX Monthly Returns History
Based on dividend-adjusted daily data since Jun 29, 2015, FFEGX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 69% of months were positive and 31% were negative. The best month was Nov 2020 with a return of +8.6%, while the worst month was Mar 2020 at -9.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FFEGX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +5.5%, while the worst single day was Mar 16, 2020 at -7.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.90% | 1.82% | -4.48% | 5.44% | 2.88% | 0.25% | 7.78% | ||||||
| 2025 | 2.23% | 0.87% | -2.16% | 0.54% | 2.97% | 3.24% | 0.42% | 2.12% | 2.61% | 1.54% | 0.26% | 0.36% | 15.93% |
| 2024 | -0.11% | 2.06% | 2.28% | -3.25% | 3.28% | 1.42% | 2.21% | 1.96% | 1.88% | -2.46% | 2.71% | -2.55% | 9.55% |
| 2023 | 6.01% | -2.86% | 2.83% | 0.96% | -1.19% | 3.50% | 2.02% | -2.14% | -3.82% | -2.50% | 7.28% | 4.87% | 15.16% |
| 2022 | -3.72% | -2.16% | 0.05% | -6.51% | 0.30% | -5.87% | 5.48% | -3.70% | -7.80% | 3.36% | 6.80% | -3.26% | -16.81% |
| 2021 | -0.37% | 1.16% | 1.20% | 3.03% | 1.06% | 1.19% | 0.74% | 1.46% | -2.98% | 3.31% | -1.44% | 2.23% | 10.94% |
Benchmark Metrics
Fidelity Freedom Index 2030 Fund Institutional Premium Class has an annualized alpha of 0.59%, beta of 0.60, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since June 29, 2015.
- This fund participated in 72.44% of S&P 500 Index downside but only 63.35% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.60 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
- 0.59%
- Beta
- 0.60
- R²
- 0.90
- Upside Capture
- 63.35%
- Downside Capture
- 72.44%
Expense Ratio
FFEGX has an expense ratio of 0.08%, which is considered low.
Return for Risk
Risk / Return Rank
FFEGX ranks 68 for risk / return — better than 68% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FFEGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 2.78 | +0.13 |
| Martin ratioReturn relative to average drawdown | 12.56 | 12.44 | +0.12 |
Dividends
Dividend History
Fidelity Freedom Index 2030 Fund Institutional Premium Class provided a 3.07% dividend yield over the last twelve months, with an annual payout of $0.75 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.75 | $0.76 | $0.55 | $0.44 | $0.41 | $0.46 | $0.46 | $2.87 | $0.36 | $0.33 | $0.31 | $0.29 |
Dividend yield | 3.07% | 3.37% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.18% | 1.88% | 2.00% | 2.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Freedom Index 2030 Fund Institutional Premium Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.55 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.46 |
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 Index 2030 Fund Institutional Premium Class. 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 Index 2030 Fund Institutional Premium Class was 23.85%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current Fidelity Freedom Index 2030 Fund Institutional Premium Class drawdown is 0.25%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -23.85%Mar 2020 | 1mo 2d | 4mo 13d | 5mo 15dFeb 2020 - Aug 2020 |
Bear market2022 | -23.26%Oct 2022 | 11mo 9d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
2016 correction2016 | -13.63%Feb 2016 | 6mo 26d | 5mo 4d | 12moJul 2015 - Jul 2016 |
Rate-hike selloffLate 2018 | -13.62%Dec 2018 | 10mo 29d | 3mo 12d | 1y 2moJan 2018 - Apr 2019 |
2025 selloff2025 | -9.36%Apr 2025 | 1mo 18d | 1mo 7d | 2mo 25dFeb 2025 - May 2025 |
Drawdown Indicators
| FFEGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -56.78% | +32.93% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -9.10% | +2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -9.36% | -18.90% | +9.54% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -25.43% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -33.92% | +10.07% |
Current DrawdownCurrent decline from peak | -0.25% | -1.80% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -10.71% | +6.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.03% | -0.54% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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