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Fidelity Advisor Freedom Income Fund Class I (FIAF...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157926060

Issuer

Fidelity

Inception Date

Jul 24, 2003

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FIAFX features an expense ratio of 0.47%, falling within the medium range.


Expense ratio chart for FIAFX: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
FIAFX vs. FIOFX FIAFX vs. VTV FIAFX vs. SPY FIAFX vs. WMT FIAFX vs. FZROX
Popular comparisons:
FIAFX vs. FIOFX FIAFX vs. VTV FIAFX vs. SPY FIAFX vs. WMT FIAFX vs. FZROX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Freedom Income Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
1.74%
9.66%
FIAFX (Fidelity Advisor Freedom Income Fund Class I)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Freedom Income Fund Class I had a return of 4.30% year-to-date (YTD) and 4.71% in the last 12 months. Over the past 10 years, Fidelity Advisor Freedom Income Fund Class I had an annualized return of 1.51%, while the S&P 500 had an annualized return of 11.11%, indicating that Fidelity Advisor Freedom Income Fund Class I did not perform as well as the benchmark.


FIAFX

YTD

4.30%

1M

-0.58%

6M

1.74%

1Y

4.71%

5Y*

0.51%

10Y*

1.51%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of FIAFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.10%0.09%1.37%-2.03%1.95%0.86%1.78%1.39%1.42%-2.00%1.25%4.30%
20233.58%-2.06%2.08%0.57%-1.06%0.86%0.79%-0.96%-2.20%-1.39%4.46%3.37%8.05%
2022-1.76%-1.14%-1.34%-3.45%-2.10%-3.07%2.60%-2.26%-4.92%0.31%4.19%-1.15%-13.53%
20210.00%0.01%-0.41%1.41%-0.93%0.64%0.64%0.31%-1.06%0.97%-0.65%-0.76%0.14%
20200.54%-0.59%-4.58%2.95%0.36%1.65%2.35%1.05%-0.63%-0.46%3.25%0.16%5.95%
20192.42%0.59%1.43%0.80%-0.98%1.90%0.13%0.96%0.05%0.84%0.58%0.08%9.11%
20180.99%-1.53%0.00%-0.16%-0.96%-0.01%0.51%0.39%-0.32%-2.01%0.52%-2.60%-5.13%
20171.12%1.10%0.37%0.83%0.10%0.09%1.08%0.47%0.36%0.53%0.37%-1.01%5.53%
2016-1.14%0.00%2.94%0.98%-0.66%0.84%1.52%0.33%0.38%-0.80%-0.71%0.07%3.74%
20150.46%1.08%-0.08%0.39%0.05%-0.88%0.40%-2.03%-0.83%2.01%-0.11%-1.72%-1.34%
2014-0.18%1.55%-0.07%0.39%1.22%0.57%-0.67%1.14%-1.13%1.00%0.61%-0.02%4.48%
20130.91%0.16%0.68%0.80%-0.60%-1.36%1.36%-0.82%1.45%1.08%0.45%0.85%5.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FIAFX is 53, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIAFX is 5353
Overall Rank
The Sharpe Ratio Rank of FIAFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of FIAFX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of FIAFX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of FIAFX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of FIAFX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class I (FIAFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FIAFX, currently valued at 1.01, compared to the broader market-1.000.001.002.003.004.001.012.07
The chart of Sortino ratio for FIAFX, currently valued at 1.45, compared to the broader market-2.000.002.004.006.008.0010.001.452.76
The chart of Omega ratio for FIAFX, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.003.501.181.39
The chart of Calmar ratio for FIAFX, currently valued at 0.48, compared to the broader market0.002.004.006.008.0010.0012.000.483.05
The chart of Martin ratio for FIAFX, currently valued at 4.61, compared to the broader market0.0020.0040.0060.004.6113.27
FIAFX
^GSPC

The current Fidelity Advisor Freedom Income Fund Class I Sharpe ratio is 1.01. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Advisor Freedom Income Fund Class I with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.01
2.07
FIAFX (Fidelity Advisor Freedom Income Fund Class I)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Freedom Income Fund Class I provided a 3.20% dividend yield over the last twelve months, with an annual payout of $0.33 per share.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.33$0.29$0.32$0.26$0.15$0.22$0.22$0.18$0.18$0.31$0.63$0.48

Dividend yield

3.20%2.88%3.32%2.28%1.25%1.98%2.08%1.64%1.70%2.94%5.76%4.35%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom Income Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.01$0.02$0.02$0.02$0.02$0.01$0.03$0.02$0.02$0.03$0.00$0.19
2023$0.00$0.01$0.01$0.02$0.02$0.01$0.02$0.02$0.02$0.02$0.02$0.14$0.29
2022$0.00$0.00$0.00$0.01$0.00$0.01$0.01$0.01$0.01$0.09$0.01$0.17$0.32
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01$0.10$0.00$0.12$0.26
2020$0.00$0.01$0.00$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.06$0.15
2019$0.00$0.01$0.01$0.02$0.01$0.01$0.01$0.02$0.02$0.02$0.01$0.07$0.22
2018$0.00$0.01$0.01$0.01$0.01$0.01$0.02$0.01$0.02$0.02$0.02$0.08$0.22
2017$0.00$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.08$0.18
2016$0.00$0.01$0.02$0.01$0.01$0.01$0.01$0.02$0.01$0.01$0.01$0.06$0.18
2015$0.00$0.01$0.01$0.01$0.13$0.01$0.01$0.02$0.01$0.01$0.02$0.07$0.31
2014$0.00$0.01$0.01$0.01$0.22$0.01$0.02$0.02$0.01$0.01$0.02$0.28$0.63
2013$0.01$0.01$0.01$0.14$0.01$0.01$0.01$0.01$0.01$0.01$0.26$0.48

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.77%
-1.91%
FIAFX (Fidelity Advisor Freedom Income Fund Class I)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Freedom Income 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 Income Fund Class I was 21.59%, occurring on Mar 9, 2009. Recovery took 212 trading sessions.

The current Fidelity Advisor Freedom Income Fund Class I drawdown is 4.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.59%Oct 3, 2007359Mar 9, 2009212Jan 8, 2010571
-19%Nov 10, 2021238Oct 20, 2022
-9.86%Feb 20, 202021Mar 19, 202081Jul 15, 2020102
-6.77%Dec 28, 2017252Dec 28, 2018166Aug 27, 2019418
-6.67%Apr 28, 2015201Feb 11, 2016105Jul 13, 2016306

Volatility

Volatility Chart

The current Fidelity Advisor Freedom Income Fund Class I volatility is 1.45%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.45%
3.82%
FIAFX (Fidelity Advisor Freedom Income Fund Class I)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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