PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Fidelity Freedom 2065 Fund Class K6 (FFSZX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157966231

CUSIP

315796623

Issuer

Fidelity

Inception Date

Jun 28, 2019

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FFSZX features an expense ratio of 0.50%, falling within the medium range.


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

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
FFSZX vs. FHTKX FFSZX vs. VFV.TO FFSZX vs. SCHG FFSZX vs. FXAIX FFSZX vs. FSELX FFSZX vs. FZROX FFSZX vs. XLK FFSZX vs. FWWFX FFSZX vs. SCHD FFSZX vs. ^GSPC
Popular comparisons:
FFSZX vs. FHTKX FFSZX vs. VFV.TO FFSZX vs. SCHG FFSZX vs. FXAIX FFSZX vs. FSELX FFSZX vs. FZROX FFSZX vs. XLK FFSZX vs. FWWFX FFSZX vs. SCHD FFSZX vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom 2065 Fund Class K6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.09%
9.51%
FFSZX (Fidelity Freedom 2065 Fund Class K6)
Benchmark (^GSPC)

Returns By Period

Fidelity Freedom 2065 Fund Class K6 had a return of 6.11% year-to-date (YTD) and 16.37% in the last 12 months.


FFSZX

YTD

6.11%

1M

3.99%

6M

6.09%

1Y

16.37%

5Y*

7.04%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.55%6.11%
20240.25%4.52%3.44%-3.56%3.77%1.24%1.91%2.10%1.98%-2.38%3.32%-3.87%12.98%
20238.02%-3.30%2.56%1.29%-1.73%5.01%3.27%-2.83%-4.05%-3.03%8.62%5.48%19.79%
2022-4.03%-2.96%0.64%-7.48%-4.56%-8.48%6.31%-3.43%-9.31%5.61%8.72%-4.87%-22.97%
20210.16%3.22%2.34%3.88%-0.44%0.81%-0.07%2.12%-3.29%4.44%-2.83%-0.08%10.38%
2020-1.77%-6.26%-13.75%9.61%4.28%3.49%4.76%5.39%-2.24%-1.56%12.03%4.49%16.85%
20190.10%-2.10%1.63%2.81%2.93%3.15%8.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FFSZX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FFSZX is 7171
Overall Rank
The Sharpe Ratio Rank of FFSZX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of FFSZX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FFSZX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FFSZX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FFSZX is 7676
Martin 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 2065 Fund Class K6 (FFSZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FFSZX, currently valued at 1.45, compared to the broader market-1.000.001.002.003.004.001.451.77
The chart of Sortino ratio for FFSZX, currently valued at 2.03, compared to the broader market0.002.004.006.008.0010.0012.002.032.39
The chart of Omega ratio for FFSZX, currently valued at 1.26, compared to the broader market1.002.003.004.001.261.32
The chart of Calmar ratio for FFSZX, currently valued at 1.71, compared to the broader market0.005.0010.0015.0020.001.712.66
The chart of Martin ratio for FFSZX, currently valued at 7.74, compared to the broader market0.0020.0040.0060.0080.007.7410.85
FFSZX
^GSPC

The current Fidelity Freedom 2065 Fund Class K6 Sharpe ratio is 1.45. 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 2065 Fund Class K6 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 Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.45
1.77
FFSZX (Fidelity Freedom 2065 Fund Class K6)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Freedom 2065 Fund Class K6 provided a 1.57% dividend yield over the last twelve months, with an annual payout of $0.22 per share.


1.20%1.40%1.60%1.80%2.00%2.20%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.35201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.22$0.22$0.18$0.22$0.31$0.14$0.13

Dividend yield

1.57%1.67%1.50%2.19%2.30%1.13%1.24%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom 2065 Fund Class K6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
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$0.14
2019$0.13$0.13

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.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February00
FFSZX (Fidelity Freedom 2065 Fund Class K6)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom 2065 Fund Class K6. 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 2065 Fund Class K6 was 33.08%, occurring on Oct 14, 2022. Recovery took 438 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.08%Nov 9, 2021235Oct 14, 2022438Jul 16, 2024673
-31%Jan 21, 202044Mar 23, 2020107Aug 24, 2020151
-7.72%Jul 17, 202414Aug 5, 202414Aug 23, 202428
-6.1%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-6.02%Dec 9, 202423Jan 13, 202523Feb 14, 202546

Volatility

Volatility Chart

The current Fidelity Freedom 2065 Fund Class K6 volatility is 3.22%, 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%SeptemberOctoberNovemberDecember2025February
3.22%
3.19%
FFSZX (Fidelity Freedom 2065 Fund Class K6)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab