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Fidelity Freedom Blend 2030 Fund (FHATX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3157946282
CUSIP
315794628
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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom Blend 2030 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Fidelity Freedom Blend 2030 Fund (FHATX) has returned -2.20% so far this year and 13.18% over the past 12 months.


Fidelity Freedom Blend 2030 Fund

1D
0.00%
1M
-6.62%
YTD
-2.20%
6M
0.17%
1Y
13.18%
3Y*
11.39%
5Y*
5.54%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 31, 2018, FHATX's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +9.1%, while the worst month was Mar 2020 at -10.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHATX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +5.3%, while the worst single day was Mar 16, 2020 at -6.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.44%2.23%-6.62%-2.20%
20252.50%0.61%-2.08%0.53%3.28%3.51%0.41%2.06%2.58%1.42%0.23%0.76%16.87%
2024-0.10%2.19%2.52%-3.18%3.42%1.09%2.16%1.76%1.90%-2.63%2.62%-0.84%11.20%
20236.55%-3.02%2.60%0.91%-1.06%3.25%2.17%-2.31%-3.65%-2.66%7.36%4.97%15.29%
2022-3.54%-2.44%-0.27%-6.46%0.22%-6.47%5.45%-3.48%-8.03%3.14%7.27%-2.92%-17.26%
2021-0.09%1.75%1.20%2.97%1.35%0.99%0.41%1.47%-2.66%3.23%-1.92%2.08%11.13%

Benchmark Metrics

Fidelity Freedom Blend 2030 Fund has an annualized alpha of 0.68%, beta of 0.58, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since September 04, 2018.

  • This fund participated in 74.79% of S&P 500 Index downside but only 64.03% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.58 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.68%
Beta
0.58
0.87
Upside Capture
64.03%
Downside Capture
74.79%

Expense Ratio

FHATX has an expense ratio of 0.46%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FHATX ranks 69 for risk / return — better than 69% 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.


FHATX Risk / Return Rank: 6969
Overall Rank
FHATX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FHATX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FHATX Omega Ratio Rank: 6868
Omega Ratio Rank
FHATX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FHATX Martin Ratio Rank: 7272
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 Blend 2030 Fund (FHATX) and compare them to a chosen benchmark (S&P 500 Index).


FHATXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.23

0.90

+0.34

Sortino ratio

Return per unit of downside risk

1.76

1.39

+0.37

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.05

Calmar ratio

Return relative to maximum drawdown

1.54

1.40

+0.14

Martin ratio

Return relative to average drawdown

6.89

6.61

+0.28

Explore FHATX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Freedom Blend 2030 Fund provided a 3.07% dividend yield over the last twelve months, with an annual payout of $0.38 per share.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.802019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.38$0.38$0.47$0.23$0.53$0.86$0.51$0.35

Dividend yield

3.07%3.00%4.18%2.22%5.68%7.21%4.46%3.33%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom Blend 2030 Fund. 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
2025$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.38
2024$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.47
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.23
2022$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.53
2021$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.61$0.86

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 Freedom Blend 2030 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 2030 Fund was 24.70%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current Fidelity Freedom Blend 2030 Fund drawdown is 6.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.7%Feb 20, 202023Mar 23, 202093Aug 5, 2020116
-24.67%Nov 10, 2021234Oct 14, 2022420Jun 18, 2024654
-13.16%Sep 24, 201869Jan 3, 2019121Jun 28, 2019190
-10.11%Feb 19, 202535Apr 8, 202526May 15, 202561
-6.76%Feb 26, 202622Mar 27, 2026

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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