Fidelity Freedom Blend 2035 Fund (FHASX)
The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2035.
Fund Info
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom Blend 2035 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Freedom Blend 2035 Fund had a return of 11.30% year-to-date (YTD) and 18.17% in the last 12 months.
FHASX
11.30%
-2.26%
4.03%
18.17%
5.01%
N/A
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of FHASX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.09% | 3.03% | 2.85% | -3.29% | 3.60% | 1.21% | 2.05% | 1.84% | 1.97% | -2.58% | 11.30% | ||
2023 | 7.29% | -3.25% | 2.65% | 1.09% | -1.10% | 3.97% | 2.67% | -2.51% | -3.91% | -2.78% | 7.86% | 5.07% | 17.37% |
2022 | -3.92% | -2.89% | 0.26% | -7.16% | -2.45% | -7.43% | 5.94% | -3.54% | -8.67% | 4.13% | 8.04% | -3.79% | -20.77% |
2021 | -0.09% | 2.50% | 1.68% | 3.56% | -0.56% | 1.05% | 0.24% | 1.91% | -3.12% | 4.02% | -2.47% | -0.66% | 8.08% |
2020 | -1.24% | -5.91% | -12.67% | 8.73% | 3.25% | 3.15% | 4.68% | 4.77% | -2.23% | -1.52% | 10.90% | 1.95% | 12.19% |
2019 | 7.19% | 2.49% | 1.48% | 3.02% | -4.95% | 5.85% | 0.20% | -1.40% | 1.32% | 2.51% | 2.54% | 1.38% | 23.25% |
2018 | 1.42% | -6.80% | 1.18% | -7.05% | -11.10% |
Expense Ratio
FHASX features an expense ratio of 0.48%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FHASX is 60, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Freedom Blend 2035 Fund (FHASX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Freedom Blend 2035 Fund provided a 1.72% dividend yield over the last twelve months, with an annual payout of $0.21 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|
Dividend | $0.21 | $0.21 | $0.23 | $0.30 | $0.14 | $0.18 | $0.15 |
Dividend yield | 1.72% | 1.88% | 2.39% | 2.42% | 1.18% | 1.70% | 1.69% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Freedom Blend 2035 Fund. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.21 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
2018 | $0.15 | $0.15 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Freedom Blend 2035 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 Blend 2035 Fund was 30.82%, occurring on Oct 14, 2022. Recovery took 487 trading sessions.
The current Fidelity Freedom Blend 2035 Fund drawdown is 2.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-30.82% | Nov 9, 2021 | 235 | Oct 14, 2022 | 487 | Sep 24, 2024 | 722 |
-29.13% | Feb 13, 2020 | 27 | Mar 23, 2020 | 108 | Aug 25, 2020 | 135 |
-15.52% | Sep 24, 2018 | 64 | Dec 24, 2018 | 85 | Apr 29, 2019 | 149 |
-5.85% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
-5.47% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current Fidelity Freedom Blend 2035 Fund volatility is 2.57%, 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.