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ISIN
US3157944956
Issuer
Fidelity
Inception Date
Aug 31, 2018
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FHAHX Performance Chart

Fidelity Advisor Freedom Blend Income Fund Class Z (FHAHX) is up 4.8% since the beginning of the year. FHAHX is currently trading at $11 per share. Investors who bought $1,000 worth of FHAHX shares 5 years ago would now be looking at an investment worth $1,163.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom Blend Income Fund Class Z (FHAHX) has returned 4.82% so far this year and 11.38% over the past 12 months.


Fidelity Advisor Freedom Blend Income Fund Class Z

1D
0.09%
1M
1.40%
YTD
4.82%
6M
5.25%
1Y
11.38%
3Y*
7.90%
5Y*
3.06%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FHAHX Monthly Returns History

Based on dividend-adjusted daily data since Aug 31, 2018, FHAHX's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, an investment would double in approximately 15.6 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +4.5%, while the worst month was Sep 2022 at -4.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHAHX closed higher 47% of trading days. The best single day was Nov 10, 2022 with a return of +2.1%, while the worst single day was Mar 12, 2020 at -2.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.35%1.70%-2.59%2.99%1.27%0.09%4.82%
20251.33%1.21%-0.38%0.66%0.75%1.89%0.04%1.50%1.36%0.74%0.36%0.22%10.12%
2024-0.21%0.09%1.31%-1.99%2.02%0.87%1.85%1.25%1.50%-1.98%1.18%-1.64%4.21%
20233.70%-2.22%2.25%0.48%-0.89%0.77%0.81%-0.97%-2.28%-1.41%4.46%3.50%8.20%
2022-1.84%-1.11%-1.40%-3.41%0.36%-3.16%2.79%-2.44%-4.87%0.23%4.18%-1.23%-11.60%
2021-0.09%-0.15%-0.34%1.32%0.67%0.74%0.57%0.39%-1.12%0.98%-0.60%0.49%2.88%

Benchmark Metrics

Fidelity Advisor Freedom Blend Income Fund Class Z has an annualized alpha of 2.04%, beta of 0.17, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since September 04, 2018.

  • This fund participated in 32.43% of S&P 500 Index downside but only 25.33% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.17 may look defensive, but with R2 of 0.43 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.43 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
2.04%
Beta
0.17
0.43
Upside Capture
25.33%
Downside Capture
32.43%

Expense Ratio

FHAHX has an expense ratio of 0.31%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FHAHX ranks 74 for risk / return — better than 74% 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.


FHAHX Risk / Return Rank: 7474
Overall Rank
FHAHX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FHAHX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FHAHX Omega Ratio Rank: 8080
Omega Ratio Rank
FHAHX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FHAHX Martin Ratio Rank: 7070
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 Advisor Freedom Blend Income Fund Class Z (FHAHX) and compare them to S&P 500 Index.


FHAHXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.53

2.39

+0.14

Sortino ratio

Return per unit of downside risk

3.73

3.25

+0.47

Omega ratio

Gain probability vs. loss probability

1.52

1.43

+0.09

Calmar ratio

Return relative to maximum drawdown

3.08

3.11

-0.03

Martin ratio

Return relative to average drawdown

13.49

14.38

-0.89

Dividends

Dividend History

Fidelity Advisor Freedom Blend Income Fund Class Z provided a 3.09% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.10$0.20$0.30$0.4020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.34$0.34$0.30$0.29$0.43$0.44$0.30$0.25$0.15

Dividend yield

3.09%3.26%3.12%2.96%4.70%4.07%2.68%2.43%1.51%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.01$0.01$0.01$0.02$0.00$0.05
2025$0.00$0.00$0.01$0.02$0.03$0.02$0.01$0.03$0.02$0.02$0.04$0.14$0.34
2024$0.00$0.01$0.02$0.02$0.02$0.01$0.01$0.03$0.02$0.02$0.03$0.12$0.30
2023$0.00$0.01$0.01$0.02$0.02$0.01$0.02$0.02$0.02$0.02$0.01$0.14$0.29
2022$0.00$0.00$0.00$0.01$0.14$0.01$0.01$0.01$0.01$0.08$0.01$0.16$0.43
2021$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.01$0.10$0.00$0.19$0.44

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Freedom Blend Income Fund Class Z. 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 Advisor Freedom Blend Income Fund Class Z was 16.02%, occurring on Oct 20, 2022. Recovery took 462 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-16.02%Oct 2022
11mo 14d1y 10mo
2y 9moNov 2021 - Aug 2024
COVID crash2020
-8.92%Mar 2020
24d2mo 21d
3mo 15dFeb 2020 - Jun 2020
2026 pullback2026
-3.71%Mar 2026
25d21d
1mo 16dMar 2026 - Apr 2026
2025 pullback2025
-3.44%Jan 2025
3mo 15d3mo 16d
7mo 1dSep 2024 - Apr 2025
Rate-hike selloffLate 2018
-2.97%Dec 2018
3mo 21d1mo 8d
4mo 29dSep 2018 - Jan 2019

Drawdown Indicators


FHAHXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.02%

-56.78%

+40.76%

Max Drawdown (1Y)

Largest decline over 1 year

-3.71%

-9.10%

+5.39%

Max Drawdown (3Y)

Largest decline over 3 years

-5.00%

-18.90%

+13.90%

Max Drawdown (5Y)

Largest decline over 5 years

-16.02%

-25.43%

+9.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-3.25%

-10.72%

+7.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.85%

1.97%

-1.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FHAHX

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

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