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ISIN
US3157937943
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

FHFTX Performance Chart

Fidelity Advisor Freedom 2055 Fund Class M (FHFTX) is up 12.4% since the beginning of the year. FHFTX is currently trading at $18 per share. Investors who bought $1,000 worth of FHFTX shares 5 years ago would now be looking at an investment worth $1,560.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom 2055 Fund Class M (FHFTX) has returned 12.41% so far this year and 27.93% over the past 12 months. Over the last ten years, FHFTX has returned 11.54% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Fidelity Advisor Freedom 2055 Fund Class M

1D
0.54%
1M
4.74%
YTD
12.41%
6M
14.03%
1Y
27.93%
3Y*
19.31%
5Y*
9.30%
10Y*
11.54%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FHFTX Monthly Returns History

Based on dividend-adjusted daily data since Jun 2, 2011, FHFTX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 66% of months were positive and 34% 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, FHFTX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.3%, while the worst single day was Mar 16, 2020 at -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.55%2.19%-6.54%9.29%3.16%0.82%12.41%
20253.70%-0.13%-3.06%0.74%5.60%4.66%0.82%2.18%3.11%1.54%-0.00%1.56%22.43%
20240.15%4.36%3.39%-3.69%4.23%1.18%1.86%2.23%2.05%-2.52%3.05%-3.49%13.06%
20237.57%-3.27%2.12%1.08%-1.28%4.84%3.26%-2.93%-3.97%-3.23%8.55%5.54%18.62%
2022-4.42%-2.86%0.63%-7.79%0.92%-8.27%6.10%-3.50%-9.32%5.42%8.66%-3.93%-18.49%
2021-0.07%3.09%2.07%3.85%1.91%0.77%0.06%2.23%-3.69%4.60%-3.22%3.22%15.46%

Benchmark Metrics

Fidelity Advisor Freedom 2055 Fund Class M has an annualized alpha of -0.76%, 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 94.87% of S&P 500 Index downside but only 84.21% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.76%
Beta
0.83
0.92
Upside Capture
84.21%
Downside Capture
94.87%

Expense Ratio

FHFTX has a high expense ratio of 1.25%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FHFTX ranks 56 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.


FHFTX Risk / Return Rank: 5656
Overall Rank
FHFTX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FHFTX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FHFTX Omega Ratio Rank: 5555
Omega Ratio Rank
FHFTX Calmar Ratio Rank: 5555
Calmar Ratio Rank
FHFTX Martin Ratio Rank: 6464
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 M (FHFTX) and compare them to S&P 500 Index.


FHFTXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.02

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.41

1.41

+0.01

Calmar ratioReturn relative to maximum drawdown

2.85

2.93

-0.08

Martin ratioReturn relative to average drawdown

12.50

13.52

-1.02

Dividends

Dividend History

Fidelity Advisor Freedom 2055 Fund Class M provided a 6.07% dividend yield over the last twelve months, with an annual payout of $1.12 per share.


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$1.12$0.88$0.16$0.19$1.18$1.38$0.69$0.81$1.10$0.42$0.46$0.43

Dividend yield

6.07%5.11%1.10%1.42%10.40%8.99%4.71%6.14%9.87%3.10%4.01%3.90%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2055 Fund Class M. 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$0.85
2025$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.88
2024$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.16
2023$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.19
2022$0.00$0.00$0.00$0.00$0.98$0.00$0.00$0.00$0.00$0.00$0.00$0.21$1.18
2021$0.00$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.72$1.38

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 M. 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 M was 31.31%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-31.31%Mar 2020
1mo 2d5mo 4d
6mo 6dFeb 2020 - Aug 2020
Bear market2022
-27.66%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Mar 2024
2011 bear market2011
-20.30%Oct 2011
2mo 27d11mo 10d
1y 2moJul 2011 - Sep 2012
Rate-hike selloffLate 2018
-18.32%Dec 2018
10mo 29d6mo 10d
1y 5moJan 2018 - Jul 2019
2016 correction2016
-18.08%Feb 2016
8mo 25d10mo
1y 6moMay 2015 - Dec 2016

Drawdown Indicators


FHFTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.31%

-56.78%

+25.47%

Max Drawdown (1Y)

Largest decline over 1 year

-9.94%

-9.10%

-0.84%

Max Drawdown (3Y)

Largest decline over 3 years

-15.20%

-18.90%

+3.70%

Max Drawdown (5Y)

Largest decline over 5 years

-27.66%

-25.43%

-2.23%

Max Drawdown (10Y)

Largest decline over 10 years

-31.31%

-33.92%

+2.61%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-4.88%

-10.72%

+5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.26%

1.97%

+0.29%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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