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ISIN
US3157938107
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

FHFCX Performance Chart

Fidelity Advisor Freedom 2055 Fund Class C (FHFCX) is up 10.0% since the beginning of the year. FHFCX is currently trading at $18 per share. Investors who bought $1,000 worth of FHFCX shares 5 years ago would now be looking at an investment worth $1,482.


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Benchmark

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Returns By Period

Fidelity Advisor Freedom 2055 Fund Class C (FHFCX) has returned 10.02% so far this year and 20.63% over the past 12 months. Over the last ten years, FHFCX has returned 10.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.


Fidelity Advisor Freedom 2055 Fund Class C

1D
2.31%
1M
-1.23%
6M
6.36%
YTD
10.02%
1Y
20.63%
3Y*
15.86%
5Y*
8.19%
10Y*
10.49%
ALL TIME*
8.80%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FHFCX Monthly Returns History

Based on dividend-adjusted daily data since Jun 2, 2011, FHFCX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Mar 2020 at -13.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHFCX 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 -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.44%2.18%-6.57%9.19%3.12%1.17%-2.21%10.02%
20253.63%-0.13%-3.05%0.61%5.58%4.62%0.77%2.10%3.11%1.45%-0.06%1.61%21.88%
20240.15%4.36%3.30%-3.69%4.16%1.06%1.89%2.20%1.95%-2.57%3.05%-3.56%12.52%
20237.59%-3.40%2.06%1.09%-1.39%4.84%3.24%-2.98%-4.04%-3.20%8.44%5.49%17.99%
2022-4.47%-2.89%0.57%-7.82%0.94%-8.38%6.10%-3.55%-9.38%5.42%8.62%-3.98%-18.90%
2021-0.14%3.05%2.02%3.83%1.87%0.78%-0.00%2.20%-3.73%4.53%-3.27%3.20%14.89%

Benchmark Metrics

Fidelity Advisor Freedom 2055 Fund Class C has an annualized alpha of -1.23%, beta of 0.84, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since June 02, 2011.

  • This fund participated in 95.50% of S&P 500 Index downside but only 82.66% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.23%
Beta
0.84
0.92
Upside Capture
82.66%
Downside Capture
95.50%

Expense Ratio

FHFCX has a high expense ratio of 1.75%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FHFCX ranks 45 for risk / return — above 45% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.


FHFCX Risk / Return Rank: 4545
Overall Rank
FHFCX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
FHFCX Sortino Ratio Rank: 4141
Sortino Ratio Rank
FHFCX Omega Ratio Rank: 4141
Omega Ratio Rank
FHFCX Calmar Ratio Rank: 4545
Calmar Ratio Rank
FHFCX Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Freedom 2055 Fund Class C (FHFCX) 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.


FHFCXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.24

1.25

-0.01

Calmar ratioReturn relative to maximum drawdown

1.91

2.00

-0.10

Martin ratioReturn relative to average drawdown

7.86

8.49

-0.63

Dividends

Dividend History

Fidelity Advisor Freedom 2055 Fund Class C provided a 6.01% dividend yield over the last twelve months, with an annual payout of $1.06 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.06$0.82$0.11$0.15$1.14$1.32$0.64$0.76$1.06$0.37$0.42$0.38

Dividend yield

6.01%4.87%0.72%1.13%10.21%8.69%4.46%5.83%9.51%2.76%3.68%3.45%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2055 Fund Class C. 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$0.85$0.00$0.00$0.85
2025$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.82
2024$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.11
2023$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.15
2022$0.00$0.00$0.00$0.00$0.98$0.00$0.00$0.00$0.00$0.00$0.00$0.17$1.14
2021$0.00$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.66$1.32

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 C. 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 C was 31.37%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current Fidelity Advisor Freedom 2055 Fund Class C drawdown is 2.59%.


Drawdown

Fall

Recovery

Underwater

Related event

-31.37%Mar 2020
2mo 2d5mo 5d
7mo 7dJan 2020 - Aug 2020
COVID crash2020
-28.02%Oct 2022
11mo 9d1y 5mo
2y 4moNov 2021 - Mar 2024
Bear market2022
-20.32%Oct 2011
2mo 27d11mo 10d
1y 2moJul 2011 - Sep 2012
-18.67%Dec 2018
10mo 29d7mo 2d
1y 5moJan 2018 - Jul 2019
Rate-hike selloffLate 2018
-18.43%Feb 2016
8mo 25d10mo 2d
1y 6moMay 2015 - Dec 2016

Drawdown Indicators


FHFCXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.37%

-56.78%

+25.41%

Max Drawdown (1Y)

Largest decline over 1 year

-9.93%

-9.10%

-0.83%

Max Drawdown (3Y)

Largest decline over 3 years

-15.23%

-18.90%

+3.67%

Max Drawdown (5Y)

Largest decline over 5 years

-28.02%

-25.43%

-2.59%

Max Drawdown (10Y)

Largest decline over 10 years

-31.37%

-33.92%

+2.55%

Current Drawdown

Current decline from peak

-2.59%

-1.58%

-1.01%

Average Drawdown

Average peak-to-trough decline

-5.04%

-10.70%

+5.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

2.14%

+0.27%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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