PortfoliosLab logoPortfoliosLab logo
ISIN
US3157966231
CUSIP
315796623
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 charts...

Compare stocks, funds, or ETFs

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


Performance

FFSZX Performance Chart

Fidelity Freedom 2065 Fund Class K6 (FFSZX) is up 14.0% since the beginning of the year. FFSZX is currently trading at $17 per share. Investors who bought $1,000 worth of FFSZX shares 5 years ago would now be looking at an investment worth $1,664.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Freedom 2065 Fund Class K6 (FFSZX) has returned 13.95% so far this year and 31.60% over the past 12 months.


Fidelity Freedom 2065 Fund Class K6

1D
0.58%
1M
5.16%
YTD
13.95%
6M
15.89%
1Y
31.60%
3Y*
21.06%
5Y*
10.72%
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FFSZX Monthly Returns History

Based on dividend-adjusted daily data since Jun 28, 2019, FFSZX's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FFSZX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.5%, while the worst single day was Mar 16, 2020 at -9.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.80%2.38%-6.32%9.48%3.65%0.87%13.95%
20253.55%-0.22%-3.14%0.75%5.72%4.70%0.97%2.39%3.61%1.87%0.06%1.82%24.08%
20240.25%4.52%3.44%-3.56%4.35%1.24%1.91%2.10%1.98%-2.38%3.32%-3.20%14.41%
20238.02%-3.30%2.56%1.29%-0.99%5.01%3.27%-2.83%-4.05%-3.03%8.62%5.55%20.78%
2022-4.03%-2.95%0.64%-7.48%0.66%-8.48%6.31%-3.43%-9.31%5.61%8.72%-4.04%-18.05%
20210.16%3.22%2.34%3.88%2.11%0.81%-0.07%2.12%-3.29%4.44%-2.83%3.09%16.81%

Benchmark Metrics

Fidelity Freedom 2065 Fund Class K6 has an annualized alpha of 1.88%, beta of 0.81, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since July 01, 2019.

  • This fund participated in 89.80% of S&P 500 Index downside but only 88.89% of its upside - more exposed to losses than it benefited from rallies.

Alpha
1.88%
Beta
0.81
0.90
Upside Capture
88.89%
Downside Capture
89.80%

Expense Ratio

FFSZX has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FFSZX ranks 72 for risk / return — better than 72% 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.


FFSZX Risk / Return Rank: 7272
Overall Rank
FFSZX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FFSZX Sortino Ratio Rank: 6868
Sortino Ratio Rank
FFSZX Omega Ratio Rank: 7070
Omega Ratio Rank
FFSZX Calmar Ratio Rank: 7272
Calmar Ratio Rank
FFSZX Martin Ratio Rank: 7878
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 2065 Fund Class K6 (FFSZX) and compare them to S&P 500 Index.


FFSZXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.39

Omega ratioGain probability vs. loss probability

1.47

1.41

+0.06

Calmar ratioReturn relative to maximum drawdown

3.29

2.93

+0.36

Martin ratioReturn relative to average drawdown

14.70

13.52

+1.18

Dividends

Dividend History

Fidelity Freedom 2065 Fund Class K6 provided a 5.03% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.002019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.88$0.60$0.39$0.27$0.91$1.07$0.30$0.16

Dividend yield

5.03%3.82%2.92%2.26%8.99%7.98%2.41%1.47%

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
2026$0.00$0.00$0.00$0.00$0.56$0.00$0.56
2025$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.60
2024$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.39
2023$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.27
2022$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.91
2021$0.00$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.00$0.73$1.07

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 charts...

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 31.00%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-31.00%Mar 2020
2mo 2d4mo 22d
6mo 24dJan 2020 - Aug 2020
Bear market2022
-27.17%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Feb 2024
2025 selloff2025
-15.36%Apr 2025
1mo 18d1mo 8d
2mo 26dFeb 2025 - May 2025
2026 pullback2026
-9.77%Mar 2026
1mo 2d15d
1mo 17dFeb 2026 - Apr 2026
2024 pullback2024
-7.71%Aug 2024
19d18d
1mo 7dJul 2024 - Aug 2024

Drawdown Indicators


FFSZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.00%

-56.78%

+25.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.77%

-9.10%

-0.67%

Max Drawdown (3Y)

Largest decline over 3 years

-15.36%

-18.90%

+3.54%

Max Drawdown (5Y)

Largest decline over 5 years

-27.17%

-25.43%

-1.74%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-5.81%

-10.72%

+4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

1.97%

+0.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FFSZX

Add Fidelity Freedom 2065 Fund Class K6 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FFSZX