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Fidelity Freedom Index 2055 Fund (FFLDX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3157935624
CUSIP315793562
IssuerFidelity
CategoryTarget Retirement Date
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FFLDX has an expense ratio of 0.08% which is considered to be low.


Expense ratio chart for FFLDX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

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.


Fidelity Freedom Index 2055 Fund

Popular comparisons: FFLDX vs. FDEEX, FFLDX vs. FXAIX, FFLDX vs. FDKVX, FFLDX vs. FNSDX, FFLDX vs. FFLEX, FFLDX vs. FFIKX, FFLDX vs. FFNOX, FFLDX vs. VFFVX, FFLDX vs. FSMDX, FFLDX vs. FSSNX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom Index 2055 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


80.00%100.00%120.00%140.00%December2024FebruaryMarchAprilMay
103.16%
140.89%
FFLDX (Fidelity Freedom Index 2055 Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Freedom Index 2055 Fund had a return of 4.03% year-to-date (YTD) and 16.78% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date4.03%6.17%
1 month-1.78%-2.72%
6 months15.75%17.29%
1 year16.78%23.80%
5 years (annualized)8.72%11.47%
10 years (annualized)N/A10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.05%3.88%2.98%-3.63%
2023-2.97%8.71%5.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FFLDX is 73, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of FFLDX is 7373
Fidelity Freedom Index 2055 Fund(FFLDX)
The Sharpe Ratio Rank of FFLDX is 7575Sharpe Ratio Rank
The Sortino Ratio Rank of FFLDX is 7676Sortino Ratio Rank
The Omega Ratio Rank of FFLDX is 7474Omega Ratio Rank
The Calmar Ratio Rank of FFLDX is 7575Calmar Ratio Rank
The Martin Ratio Rank of FFLDX is 6767Martin 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 2055 Fund (FFLDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FFLDX
Sharpe ratio
The chart of Sharpe ratio for FFLDX, currently valued at 1.56, compared to the broader market-1.000.001.002.003.004.001.56
Sortino ratio
The chart of Sortino ratio for FFLDX, currently valued at 2.30, compared to the broader market-2.000.002.004.006.008.0010.002.30
Omega ratio
The chart of Omega ratio for FFLDX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.001.27
Calmar ratio
The chart of Calmar ratio for FFLDX, currently valued at 1.08, compared to the broader market0.002.004.006.008.0010.0012.001.08
Martin ratio
The chart of Martin ratio for FFLDX, currently valued at 4.69, compared to the broader market0.0010.0020.0030.0040.0050.0060.004.69
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-2.000.002.004.006.008.0010.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.008.0010.0012.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.61

Sharpe Ratio

The current Fidelity Freedom Index 2055 Fund Sharpe ratio is 1.56. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Freedom Index 2055 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 Ratio1.001.502.002.503.00December2024FebruaryMarchAprilMay
1.56
1.97
FFLDX (Fidelity Freedom Index 2055 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Freedom Index 2055 Fund granted a 1.89% dividend yield in the last twelve months. The annual payout for that period amounted to $0.38 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$0.38$0.38$0.49$0.40$0.34$1.69$0.34$0.30$0.31$0.28

Dividend yield

1.89%1.96%3.04%1.99%1.91%10.83%2.44%1.97%2.42%2.32%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom Index 2055 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2022$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2021$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2020$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2019$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$1.65
2018$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2017$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31
2015$0.28

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-2.69%
-3.62%
FFLDX (Fidelity Freedom Index 2055 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom Index 2055 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 Index 2055 Fund was 30.72%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current Fidelity Freedom Index 2055 Fund drawdown is 2.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.72%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-26.18%Nov 9, 2021235Oct 14, 2022331Feb 9, 2024566
-16.76%Jan 29, 2018229Dec 24, 201875Apr 12, 2019304
-15.21%Jun 26, 2015159Feb 11, 2016110Jul 20, 2016269
-6.8%Sep 3, 202014Sep 23, 202033Nov 9, 202047

Volatility

Volatility Chart

The current Fidelity Freedom Index 2055 Fund volatility is 3.56%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%December2024FebruaryMarchAprilMay
3.56%
4.05%
FFLDX (Fidelity Freedom Index 2055 Fund)
Benchmark (^GSPC)