PortfoliosLab logoPortfoliosLab logo
ISIN
US3157947017
Issuer
Fidelity
Inception Date
Jun 6, 2017
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

FHGLX Performance Chart

Fidelity Advisor Freedom 2035 Fund Class Z6 (FHGLX) is up 8.9% since the beginning of the year. FHGLX is currently trading at $17 per share. Investors who bought $1,000 worth of FHGLX shares 5 years ago would now be looking at an investment worth $1,479.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Freedom 2035 Fund Class Z6 (FHGLX) has returned 8.86% so far this year and 21.53% over the past 12 months.


Fidelity Advisor Freedom 2035 Fund Class Z6

1D
0.12%
1M
3.08%
YTD
8.86%
6M
9.94%
1Y
21.53%
3Y*
17.12%
5Y*
8.14%
10Y*

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)

FHGLX Monthly Returns History

Based on dividend-adjusted daily data since Jun 15, 2017, FHGLX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2020 with a return of +10.6%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FHGLX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +6.6%, while the worst single day was Mar 16, 2020 at -9.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.71%2.22%-5.22%6.69%2.42%0.12%8.86%
20253.05%0.46%-2.22%0.74%4.10%3.93%0.58%1.91%2.62%1.34%0.18%1.06%19.05%
20240.14%3.18%2.87%-3.34%3.69%1.17%2.03%2.12%1.95%-2.49%2.62%-0.18%14.37%
20236.98%-3.19%2.25%1.10%-1.24%4.01%2.65%-2.43%-3.70%-2.82%7.82%5.24%16.96%
2022-3.93%-2.66%0.20%-7.11%0.83%-7.34%5.61%-3.28%-8.56%4.33%7.96%-3.35%-17.32%
2021-0.13%2.72%1.70%3.59%1.83%0.86%0.18%2.00%-3.21%4.00%-2.72%2.79%14.17%

Benchmark Metrics

Fidelity Advisor Freedom 2035 Fund Class Z6 has an annualized alpha of 0.52%, beta of 0.71, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since June 16, 2017.

  • This fund participated in 81.72% of S&P 500 Index downside but only 73.29% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.52%
Beta
0.71
0.89
Upside Capture
73.29%
Downside Capture
81.72%

Expense Ratio

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


Return for Risk

Risk / Return Rank

FHGLX ranks 62 for risk / return — better than 62% 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.


FHGLX Risk / Return Rank: 6262
Overall Rank
FHGLX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FHGLX Sortino Ratio Rank: 6060
Sortino Ratio Rank
FHGLX Omega Ratio Rank: 6363
Omega Ratio Rank
FHGLX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FHGLX Martin Ratio Rank: 6565
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 2035 Fund Class Z6 (FHGLX) and compare them to S&P 500 Index.


FHGLXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.31

2.24

+0.07

Sortino ratio

Return per unit of downside risk

3.27

3.07

+0.19

Omega ratio

Gain probability vs. loss probability

1.44

1.41

+0.04

Calmar ratio

Return relative to maximum drawdown

2.95

2.93

+0.02

Martin ratio

Return relative to average drawdown

12.74

13.52

-0.78

Dividends

Dividend History

Fidelity Advisor Freedom 2035 Fund Class Z6 provided a 7.73% dividend yield over the last twelve months, with an annual payout of $1.31 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$1.31$1.26$1.00$0.26$1.24$1.56$0.99$1.09$1.50$0.38

Dividend yield

7.73%7.75%6.74%1.89%10.32%9.73%6.38%7.66%12.29%2.55%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2035 Fund Class Z6. 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$0.69$0.00$0.69
2025$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.00$0.62$1.26
2024$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.87$1.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26$0.26
2022$0.00$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.00$0.29$1.24
2021$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.00$0.00$0.00$0.00$0.86$1.56

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Freedom 2035 Fund Class Z6. 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 2035 Fund Class Z6 was 29.20%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-29.20%Mar 2020
1mo 2d4mo 22d
5mo 24dFeb 2020 - Aug 2020
Bear market2022
-25.75%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Mar 2024
Rate-hike selloffLate 2018
-17.01%Dec 2018
10mo 29d4mo 6d
1y 3moJan 2018 - Apr 2019
2025 selloff2025
-11.33%Apr 2025
1mo 18d1mo 5d
2mo 23dFeb 2025 - May 2025
2026 pullback2026
-7.55%Mar 2026
29d21d
1mo 20dFeb 2026 - Apr 2026

Drawdown Indicators


FHGLXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.20%

-56.78%

+27.58%

Max Drawdown (1Y)

Largest decline over 1 year

-7.55%

-9.10%

+1.55%

Max Drawdown (3Y)

Largest decline over 3 years

-11.33%

-18.90%

+7.57%

Max Drawdown (5Y)

Largest decline over 5 years

-25.75%

-25.43%

-0.32%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-5.21%

-10.72%

+5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

1.97%

-0.23%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FHGLX

Add Fidelity Advisor Freedom 2035 Fund Class Z6 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FHGLX