PortfoliosLab logoPortfoliosLab logo
Fidelity Freedom Index 2065 Fund Investor Class (F...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3157968393
CUSIP
315796839
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


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom Index 2065 Fund Investor Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) has returned -4.24% so far this year and 16.54% over the past 12 months.


Fidelity Freedom Index 2065 Fund Investor Class

1D
-0.18%
1M
-8.58%
YTD
-4.24%
6M
-1.28%
1Y
16.54%
3Y*
14.17%
5Y*
7.71%
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 28, 2019, FFIJX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FFIJX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.8%, while the worst single day was Mar 16, 2020 at -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.86%1.84%-8.58%-4.24%
20253.07%0.07%-3.24%0.75%4.94%4.27%0.81%2.71%3.42%1.97%0.17%0.92%21.45%
2024-0.15%3.91%3.02%-3.65%4.17%1.57%2.18%2.27%2.15%-2.43%3.57%-2.92%14.09%
20237.29%-3.10%2.86%1.26%-1.31%5.31%3.12%-2.79%-4.31%-3.00%8.77%5.31%19.93%
2022-4.48%-2.65%1.24%-7.82%0.42%-7.63%6.55%-3.88%-9.29%5.41%8.25%-4.15%-18.19%
2021-0.33%2.15%2.18%3.87%1.39%1.35%0.52%2.14%-3.90%4.66%-2.23%3.36%15.88%

Benchmark Metrics

Fidelity Freedom Index 2065 Fund Investor Class has an annualized alpha of 0.50%, beta of 0.81, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since July 01, 2019.

  • This fund participated in 90.04% of S&P 500 Index downside but only 84.72% of its upside — more exposed to losses than it benefited from rallies.

Alpha
0.50%
Beta
0.81
0.94
Upside Capture
84.72%
Downside Capture
90.04%

Expense Ratio

FFIJX has an expense ratio of 0.12%, which is considered low.


Return for Risk

Risk / Return Rank

FFIJX ranks 60 for risk / return — better than 60% 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.


FFIJX Risk / Return Rank: 6060
Overall Rank
FFIJX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FFIJX Sortino Ratio Rank: 6060
Sortino Ratio Rank
FFIJX Omega Ratio Rank: 5959
Omega Ratio Rank
FFIJX Calmar Ratio Rank: 5757
Calmar Ratio Rank
FFIJX Martin Ratio Rank: 6767
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 Freedom Index 2065 Fund Investor Class (FFIJX) and compare them to a chosen benchmark (S&P 500 Index).


FFIJXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.90

+0.19

Sortino ratio

Return per unit of downside risk

1.59

1.39

+0.21

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.37

1.40

-0.02

Martin ratio

Return relative to average drawdown

6.32

6.61

-0.29

Explore FFIJX 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 Freedom Index 2065 Fund Investor Class provided a 1.99% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 3 consecutive years.


1.70%1.80%1.90%2.00%2.10%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.33$0.33$0.28$0.24$0.22$0.24$0.22$0.22

Dividend yield

1.99%1.90%1.88%1.87%1.96%1.73%1.78%2.04%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom Index 2065 Fund Investor Class. 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$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.33
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.28
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2022$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.22
2021$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.24

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom Index 2065 Fund Investor 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 2065 Fund Investor Class was 30.68%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current Fidelity Freedom Index 2065 Fund Investor Class drawdown is 9.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.68%Feb 20, 202023Mar 23, 202098Aug 12, 2020121
-26.21%Nov 9, 2021235Oct 14, 2022339Feb 22, 2024574
-14.7%Feb 19, 202535Apr 8, 202527May 16, 202562
-9.08%Feb 26, 202623Mar 30, 2026
-6.95%Jul 17, 202414Aug 5, 202414Aug 23, 202428

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...