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ISIN
US3157946449
CUSIP
315794644
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

FHAVX Performance Chart

Fidelity Freedom Blend 2020 Fund (FHAVX) is up 7.4% since the beginning of the year. FHAVX is currently trading at $12 per share. Investors who bought $1,000 worth of FHAVX shares 5 years ago would now be looking at an investment worth $1,276.


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S&P 500 Index

Returns By Period

Fidelity Freedom Blend 2020 Fund (FHAVX) has returned 7.41% so far this year and 16.81% over the past 12 months.


Fidelity Freedom Blend 2020 Fund

1D
0.81%
1M
1.80%
YTD
7.41%
6M
7.53%
1Y
16.81%
3Y*
11.18%
5Y*
5.00%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FHAVX Monthly Returns History

Based on dividend-adjusted daily data since Aug 31, 2018, FHAVX's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +7.1%, while the worst month was Mar 2020 at -8.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHAVX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +3.9%, while the worst single day was Mar 12, 2020 at -5.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.97%2.02%-3.87%4.62%1.92%0.73%7.41%
20252.10%0.93%-1.39%0.47%2.29%2.93%0.27%1.77%2.18%1.19%0.25%0.53%14.31%
2024-0.20%1.40%2.17%-2.89%2.94%1.06%2.10%1.59%1.75%-2.44%2.04%-2.47%7.02%
20235.70%-2.90%2.67%0.73%-1.15%2.51%1.63%-1.91%-3.38%-2.33%6.51%4.58%12.71%
2022-3.11%-2.14%-0.73%-5.70%0.16%-5.69%4.97%-3.33%-7.51%2.25%6.50%-2.67%-16.58%
2021-0.09%1.23%0.61%2.58%1.07%0.93%0.42%1.17%-2.24%2.54%-1.49%1.67%8.62%

Benchmark Metrics

Fidelity Freedom Blend 2020 Fund has an annualized alpha of 0.80%, beta of 0.44, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since August 31, 2018.

  • This fund participated in 62.58% of S&P 500 Index downside but only 49.89% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.44 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
0.80%
Beta
0.44
0.81
Upside Capture
49.89%
Downside Capture
62.58%

Expense Ratio

FHAVX has an expense ratio of 0.44%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FHAVX 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.


FHAVX Risk / Return Rank: 7272
Overall Rank
FHAVX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FHAVX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FHAVX Omega Ratio Rank: 7575
Omega Ratio Rank
FHAVX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FHAVX Martin Ratio Rank: 7474
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 2020 Fund (FHAVX) 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.


FHAVXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.47

Omega ratioGain probability vs. loss probability

1.45

1.37

+0.08

Calmar ratioReturn relative to maximum drawdown

3.05

2.78

+0.26

Martin ratioReturn relative to average drawdown

13.08

12.44

+0.65

Dividends

Dividend History

Fidelity Freedom Blend 2020 Fund provided a 3.37% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.


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$0.42$0.31$0.26$0.25$0.53$0.84$0.48$0.31

Dividend yield

3.37%2.65%2.43%2.49%5.75%7.30%4.22%2.95%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom Blend 2020 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$0.13$0.00$0.13
2025$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.31
2024$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.26
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.25
2022$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.53
2021$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.84

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 2020 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 2020 Fund was 22.86%, occurring on Oct 14, 2022. Recovery took 462 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-22.86%Oct 2022
11mo 8d1y 10mo
2y 9moNov 2021 - Aug 2024
COVID crash2020
-19.41%Mar 2020
1mo 2d4mo 1d
5mo 3dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-9.39%Dec 2018
3mo 1d3mo 12d
6mo 13dSep 2018 - Apr 2019
2025 selloff2025
-7.37%Apr 2025
1mo 18d1mo 5d
2mo 23dFeb 2025 - May 2025
2026 pullback2026
-5.51%Mar 2026
28d21d
1mo 19dFeb 2026 - Apr 2026

Drawdown Indicators


FHAVXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-22.86%

-56.78%

+33.92%

Max Drawdown (1Y)

Largest decline over 1 year

-5.51%

-9.10%

+3.59%

Max Drawdown (3Y)

Largest decline over 3 years

-7.92%

-18.90%

+10.98%

Max Drawdown (5Y)

Largest decline over 5 years

-22.86%

-25.43%

+2.57%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-4.91%

-10.71%

+5.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

2.03%

-0.75%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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