- ISIN
- US3157945375
- Issuer
- Fidelity
- Inception Date
- Aug 31, 2018
- Category
- Target Retirement Date
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FHALX Performance Chart
Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) is up 3.6% since the beginning of the year. FHALX is currently trading at $11 per share. Investors who bought $1,000 worth of FHALX shares 5 years ago would now be looking at an investment worth $1,108.
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Returns By Period
Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) has returned 3.56% so far this year and 7.40% over the past 12 months.
Fidelity Advisor Freedom Blend Income Fund Class M
- 1D
- 0.75%
- 1M
- -0.65%
- 6M
- 2.28%
- YTD
- 3.56%
- 1Y
- 7.40%
- 3Y*
- 6.53%
- 5Y*
- 2.08%
- 10Y*
- —
- ALL TIME*
- 3.55%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FHALX Monthly Returns History
Based on dividend-adjusted daily data since Aug 31, 2018, FHALX's average daily return is +0.01%, while the average monthly return is +0.30%. At this rate, an investment would double in approximately 19.3 years.
Historically, 63% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +4.3%, while the worst month was Sep 2022 at -4.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FHALX closed higher 46% of trading days. The best single day was Nov 10, 2022 with a return of +2.0%, while the worst single day was Mar 12, 2020 at -2.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.25% | 1.66% | -2.64% | 2.95% | 1.23% | 0.28% | -1.11% | 3.56% | |||||
| 2025 | 1.23% | 1.22% | -0.43% | 0.62% | 0.71% | 1.84% | -0.01% | 1.47% | 1.30% | 0.69% | 0.31% | 0.19% | 9.49% |
| 2024 | -0.21% | 0.01% | 1.29% | -2.04% | 1.94% | 0.82% | 1.83% | 1.20% | 1.44% | -2.03% | 1.14% | -1.65% | 3.68% |
| 2023 | 3.71% | -2.24% | 2.09% | 0.54% | -1.08% | 0.84% | 0.76% | -1.13% | -2.23% | -1.37% | 4.31% | 3.41% | 7.55% |
| 2022 | -1.84% | -1.22% | -1.42% | -3.47% | 0.30% | -3.12% | 2.63% | -2.50% | -4.94% | 0.29% | 4.13% | -1.37% | -12.14% |
| 2021 | -0.18% | -0.18% | -0.46% | 1.37% | 0.60% | 0.64% | 0.63% | 0.27% | -1.16% | 0.93% | -0.72% | 0.49% | 2.21% |
Benchmark Metrics
Fidelity Advisor Freedom Blend Income Fund Class M has an annualized alpha of 1.31%, beta of 0.17, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since August 31, 2018.
- This fund participated in 33.56% of S&P 500 Index downside but only 24.14% 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
- 1.31%
- Beta
- 0.17
- R²
- 0.43
- Upside Capture
- 24.14%
- Downside Capture
- 33.56%
Expense Ratio
FHALX has an expense ratio of 0.91%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FHALX ranks 56 for risk / return — above 56% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Freedom Blend Income Fund Class M (FHALX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FHALX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.00 | +0.08 |
| Martin ratioReturn relative to average drawdown | 8.27 | 8.49 | -0.22 |
Dividends
Dividend History
Fidelity Advisor Freedom Blend Income Fund Class M provided a 2.12% dividend yield over the last twelve months, with an annual payout of $0.23 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.28 | $0.24 | $0.23 | $0.38 | $0.39 | $0.23 | $0.20 | $0.13 |
Dividend yield | 2.12% | 2.69% | 2.49% | 2.37% | 4.09% | 3.60% | 2.07% | 1.91% | 1.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend Income Fund Class M. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.00 | $0.04 | |||||
| 2025 | $0.00 | $0.00 | $0.01 | $0.01 | $0.02 | $0.01 | $0.01 | $0.03 | $0.01 | $0.01 | $0.03 | $0.13 | $0.28 |
| 2024 | $0.00 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.03 | $0.01 | $0.01 | $0.02 | $0.11 | $0.24 |
| 2023 | $0.00 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.13 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.01 | $0.08 | $0.01 | $0.15 | $0.38 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.18 | $0.39 |
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 M. 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 M was 16.56%, occurring on Oct 20, 2022. Recovery took 645 trading sessions.
The current Fidelity Advisor Freedom Blend Income Fund Class M drawdown is 1.20%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-16.56%Oct 2022 | 11mo 14d | 2y 7mo | 3y 6moNov 2021 - May 2025 | Bear market2022 |
-8.97%Mar 2020 | 28d | 2mo 21d | 3mo 19dFeb 2020 - Jun 2020 | COVID crash2020 |
-3.67%Mar 2026 | 25d | 21d | 1mo 16dMar 2026 - Apr 2026 | — |
-3.15%Dec 2018 | 3mo 21d | 1mo 22d | 5mo 13dSep 2018 - Feb 2019 | Rate-hike selloffLate 2018 |
-2.33%Mar 2021 | 20d | 2mo 25d | 3mo 15dFeb 2021 - Jun 2021 | — |
Drawdown Indicators
| FHALX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.56% | -56.78% | +40.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -9.10% | +5.43% |
Max Drawdown (3Y)Largest decline over 3 years | -4.20% | -18.90% | +14.70% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -25.43% | +8.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.20% | -1.58% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -10.70% | +7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 2.14% | -1.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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