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Fidelity Advisor Freedom 2055 Fund Class A (FHFAX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3157938446
Issuer
Fidelity
Inception Date
Jun 1, 2011
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 Advisor Freedom 2055 Fund Class A, 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 Advisor Freedom 2055 Fund Class A (FHFAX) has returned -4.07% so far this year and 17.20% over the past 12 months. Over the last ten years, FHFAX has returned 10.36% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Fidelity Advisor Freedom 2055 Fund Class A

1D
-0.30%
1M
-9.37%
YTD
-4.07%
6M
-0.97%
1Y
17.20%
3Y*
14.31%
5Y*
7.40%
10Y*
10.36%

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 Jun 2, 2011, FHFAX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +11.7%, while the worst month was Mar 2020 at -13.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHFAX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -9.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.50%2.27%-9.37%-4.07%
20253.66%-0.06%-3.02%0.73%5.59%4.73%0.87%2.15%3.12%1.57%-0.00%1.63%22.74%
20240.22%4.38%3.42%-3.65%4.25%1.10%1.90%2.33%2.02%-2.49%3.08%-3.46%13.42%
20237.67%-3.32%2.09%1.15%-1.27%4.87%3.30%-2.89%-4.00%-3.19%8.52%5.57%18.88%
2022-4.44%-2.83%0.62%-7.78%1.04%-8.33%6.12%-3.46%-9.30%5.46%8.65%-3.73%-18.20%
2021-0.07%3.07%2.12%3.88%1.90%0.83%0.06%2.28%-3.65%4.56%-3.19%3.30%15.74%

Benchmark Metrics

Fidelity Advisor Freedom 2055 Fund Class A has an annualized alpha of -0.53%, beta of 0.83, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since June 03, 2011.

  • This fund participated in 94.53% of S&P 500 Index downside but only 85.12% of its upside — more exposed to losses than it benefited from rallies.

Alpha
-0.53%
Beta
0.83
0.92
Upside Capture
85.12%
Downside Capture
94.53%

Expense Ratio

FHFAX has a high expense ratio of 1.00%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FHFAX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


FHFAX Risk / Return Rank: 5959
Overall Rank
FHFAX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FHFAX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FHFAX Omega Ratio Rank: 5959
Omega Ratio Rank
FHFAX Calmar Ratio Rank: 5656
Calmar Ratio Rank
FHFAX Martin Ratio Rank: 6363
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 2055 Fund Class A (FHFAX) and compare them to a chosen benchmark (S&P 500 Index).


FHFAXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.90

+0.19

Sortino ratio

Return per unit of downside risk

1.57

1.39

+0.18

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.37

1.40

-0.03

Martin ratio

Return relative to average drawdown

6.04

6.61

-0.57

Explore FHFAX 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 Advisor Freedom 2055 Fund Class A provided a 5.41% dividend yield over the last twelve months, with an annual payout of $0.91 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.91$0.91$0.19$0.21$1.23$1.41$0.71$0.84$1.12$0.44$0.48$0.46

Dividend yield

5.41%5.19%1.28%1.57%10.67%9.08%4.81%6.33%9.98%3.29%4.16%4.12%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2055 Fund Class A. 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$0.61$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.91
2024$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.19
2023$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.21
2022$0.00$0.00$0.00$0.00$0.98$0.00$0.00$0.00$0.00$0.00$0.00$0.24$1.23
2021$0.00$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.75$1.41

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 2055 Fund Class A. 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 2055 Fund Class A was 31.27%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.

The current Fidelity Advisor Freedom 2055 Fund Class A drawdown is 9.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.27%Feb 20, 202023Mar 23, 2020103Aug 18, 2020126
-27.45%Nov 9, 2021225Sep 30, 2022355Mar 1, 2024580
-20.2%Jul 8, 201161Oct 3, 2011234Sep 6, 2012295
-18.17%Jan 29, 2018229Dec 24, 2018129Jul 1, 2019358
-17.99%May 22, 2015183Feb 11, 2016143Sep 6, 2016326

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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