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Fidelity Freedom Index 2065 Fund Investor Class (F...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3157968393
CUSIP315796839
IssuerFidelity
Inception DateJun 28, 2019
CategoryTarget Retirement Date
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FFIJX has an expense ratio of 0.12%, which is considered low compared to other funds.


Expense ratio chart for FFIJX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

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: FFIJX vs. VLXVX, FFIJX vs. FITLX, FFIJX vs. FFSFX, FFIJX vs. FZROX, FFIJX vs. VT, FFIJX vs. FXAIX, FFIJX vs. FXNAX, FFIJX vs. VTI, FFIJX vs. SPLG, FFIJX vs. SPY

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.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
9.26%
14.39%
FFIJX (Fidelity Freedom Index 2065 Fund Investor Class)
Benchmark (^GSPC)

Returns By Period

Fidelity Freedom Index 2065 Fund Investor Class had a return of 17.30% year-to-date (YTD) and 28.60% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date17.30%25.82%
1 month0.85%3.20%
6 months9.89%14.94%
1 year28.60%35.92%
5 years (annualized)9.86%14.22%
10 years (annualized)N/A11.43%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.15%3.91%3.02%-3.65%3.50%2.22%2.18%2.27%2.15%-2.43%17.30%
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%0.35%-7.63%6.55%-3.88%-9.29%5.41%8.25%-4.15%-18.25%
2021-0.33%2.15%2.18%3.87%1.22%1.35%0.52%2.14%-3.90%4.66%-2.23%3.24%15.56%
2020-0.85%-6.54%-12.78%10.00%3.93%2.85%4.65%5.29%-2.78%-2.12%11.42%4.19%15.67%
20190.40%-1.49%1.72%2.29%2.43%2.77%8.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FFIJX is 76, placing it in the top 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of FFIJX is 7676
Combined Rank
The Sharpe Ratio Rank of FFIJX is 7777Sharpe Ratio Rank
The Sortino Ratio Rank of FFIJX is 7272Sortino Ratio Rank
The Omega Ratio Rank of FFIJX is 7070Omega Ratio Rank
The Calmar Ratio Rank of FFIJX is 8282Calmar Ratio Rank
The Martin Ratio Rank of FFIJX is 8080Martin 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 Index 2065 Fund Investor Class (FFIJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FFIJX
Sharpe ratio
The chart of Sharpe ratio for FFIJX, currently valued at 2.78, compared to the broader market0.002.004.002.78
Sortino ratio
The chart of Sortino ratio for FFIJX, currently valued at 3.83, compared to the broader market0.005.0010.003.83
Omega ratio
The chart of Omega ratio for FFIJX, currently valued at 1.52, compared to the broader market1.002.003.004.001.52
Calmar ratio
The chart of Calmar ratio for FFIJX, currently valued at 2.60, compared to the broader market0.005.0010.0015.0020.0025.002.60
Martin ratio
The chart of Martin ratio for FFIJX, currently valued at 18.03, compared to the broader market0.0020.0040.0060.0080.00100.0018.03
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market0.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market0.005.0010.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market1.002.003.004.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.005.0010.0015.0020.0025.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0020.0040.0060.0080.00100.0020.05

Sharpe Ratio

The current Fidelity Freedom Index 2065 Fund Investor Class Sharpe ratio is 2.78. 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 Index 2065 Fund Investor Class 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 Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.78
3.08
FFIJX (Fidelity Freedom Index 2065 Fund Investor Class)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Freedom Index 2065 Fund Investor Class provided a 1.59% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The fund has been increasing its distributions for 3 consecutive years.


1.20%1.30%1.40%1.50%1.60%1.70%1.80%1.90%$0.00$0.05$0.10$0.15$0.20$0.2520192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$0.24$0.24$0.21$0.20$0.15$0.19

Dividend yield

1.59%1.87%1.89%1.46%1.20%1.81%

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
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
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.15
2019$0.19$0.19

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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.07%
0
FFIJX (Fidelity Freedom Index 2065 Fund Investor Class)
Benchmark (^GSPC)

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 103 trading sessions.

The current Fidelity Freedom Index 2065 Fund Investor Class drawdown is 0.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.68%Feb 20, 202023Mar 23, 2020103Aug 18, 2020126
-26.34%Nov 9, 2021235Oct 14, 2022339Feb 22, 2024574
-6.95%Jul 17, 202414Aug 5, 202414Aug 23, 202428
-6.8%Sep 3, 202014Sep 23, 202031Nov 5, 202045
-5.31%Jul 25, 201915Aug 14, 201947Oct 21, 201962

Volatility

Volatility Chart

The current Fidelity Freedom Index 2065 Fund Investor Class volatility is 2.85%, 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%JuneJulyAugustSeptemberOctoberNovember
2.85%
3.89%
FFIJX (Fidelity Freedom Index 2065 Fund Investor Class)
Benchmark (^GSPC)