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ISIN
US3157954013
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

FHGDX Performance Chart

Fidelity Advisor Freedom Blend 2035 Fund Class I (FHGDX) is up 9.5% since the beginning of the year. FHGDX is currently trading at $15 per share. Investors who bought $1,000 worth of FHGDX shares 5 years ago would now be looking at an investment worth $1,461.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom Blend 2035 Fund Class I (FHGDX) has returned 9.51% so far this year and 23.00% over the past 12 months.


Fidelity Advisor Freedom Blend 2035 Fund Class I

1D
0.14%
1M
2.99%
YTD
9.51%
6M
10.90%
1Y
23.00%
3Y*
16.70%
5Y*
7.87%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FHGDX Monthly Returns History

Based on dividend-adjusted daily data since Aug 31, 2018, FHGDX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.9%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FHGDX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +6.7%, while the worst single day was Mar 16, 2020 at -8.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.65%2.30%-5.12%6.73%2.85%0.14%9.51%
20252.71%0.41%-2.46%0.59%3.83%3.81%0.55%2.18%2.89%1.48%0.22%0.97%18.38%
2024-0.09%3.02%2.85%-3.29%3.60%1.21%2.05%1.84%1.97%-2.58%2.98%-0.76%13.26%
20237.29%-3.15%2.54%1.09%-1.06%4.07%2.67%-2.60%-3.81%-2.87%7.96%5.16%17.63%
2022-3.92%-2.89%0.26%-7.16%0.37%-7.42%5.93%-3.54%-8.66%4.12%8.03%-3.67%-18.37%
2021-0.09%2.50%1.68%3.56%1.54%1.05%0.24%1.91%-3.12%4.02%-2.47%2.70%14.09%

Benchmark Metrics

Fidelity Advisor Freedom Blend 2035 Fund Class I has an annualized alpha of 0.77%, beta of 0.71, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since September 04, 2018.

  • This fund participated in 82.21% of S&P 500 Index downside but only 74.43% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.77%
Beta
0.71
0.90
Upside Capture
74.43%
Downside Capture
82.21%

Expense Ratio

FHGDX has an expense ratio of 0.48%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FHGDX ranks 70 for risk / return — better than 70% 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.


FHGDX Risk / Return Rank: 7070
Overall Rank
FHGDX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FHGDX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FHGDX Omega Ratio Rank: 7171
Omega Ratio Rank
FHGDX Calmar Ratio Rank: 6868
Calmar Ratio Rank
FHGDX 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 Advisor Freedom Blend 2035 Fund Class I (FHGDX) and compare them to S&P 500 Index.


FHGDXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.45

2.39

+0.06

Sortino ratio

Return per unit of downside risk

3.46

3.25

+0.20

Omega ratio

Gain probability vs. loss probability

1.47

1.43

+0.04

Calmar ratio

Return relative to maximum drawdown

3.17

3.11

+0.06

Martin ratio

Return relative to average drawdown

13.73

14.38

-0.65

Dividends

Dividend History

Fidelity Advisor Freedom Blend 2035 Fund Class I provided a 3.51% dividend yield over the last twelve months, with an annual payout of $0.52 per share.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.52$0.39$0.55$0.22$0.54$0.96$0.56$0.37$0.26

Dividend yield

3.51%2.87%4.64%2.01%5.74%7.84%4.84%3.57%2.99%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend 2035 Fund Class I. 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$0.20$0.00$0.20
2025$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.39
2024$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.54$0.55
2023$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.22
2022$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.54
2021$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.70$0.96

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 Blend 2035 Fund Class I. 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 Blend 2035 Fund Class I was 29.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-29.13%Mar 2020
1mo 2d4mo 22d
5mo 24dFeb 2020 - Aug 2020
Bear market2022
-26.39%Oct 2022
11mo 9d1y 7mo
2y 6moNov 2021 - May 2024
Rate-hike selloffLate 2018
-15.52%Dec 2018
3mo 1d3mo 11d
6mo 12dSep 2018 - Apr 2019
2025 selloff2025
-11.65%Apr 2025
1mo 18d1mo 7d
2mo 25dFeb 2025 - May 2025
2026 pullback2026
-7.41%Mar 2026
29d21d
1mo 20dFeb 2026 - Apr 2026

Drawdown Indicators


FHGDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.13%

-56.78%

+27.65%

Max Drawdown (1Y)

Largest decline over 1 year

-7.41%

-9.10%

+1.69%

Max Drawdown (3Y)

Largest decline over 3 years

-11.65%

-18.90%

+7.25%

Max Drawdown (5Y)

Largest decline over 5 years

-26.39%

-25.43%

-0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.66%

-10.72%

+5.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

1.97%

-0.26%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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