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Fidelity Advisor Freedom 2005 Fund Class Z (FIJHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157961026

Issuer

Fidelity

Inception Date

Oct 2, 2018

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FIJHX features an expense ratio of 0.42%, falling within the medium range.


Expense ratio chart for FIJHX: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.42%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Freedom 2005 Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 150
4.82%
FIJHX (Fidelity Advisor Freedom 2005 Fund Class Z)
Benchmark (^GSPC)

Returns By Period


FIJHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.10%0.20%1.29%-1.96%1.93%1.04%0.00%0.00%0.00%0.00%0.00%2.37%
20233.75%-2.21%2.16%0.60%-0.99%0.81%0.90%-1.00%-2.21%-1.44%4.48%3.36%8.23%
2022-1.90%-1.23%-1.25%-3.70%0.39%-3.27%2.78%-2.42%-5.05%0.52%4.36%-1.30%-11.76%
20210.00%0.17%-0.25%1.58%0.83%0.67%0.58%0.50%-1.23%1.16%-0.82%0.73%3.95%
20200.35%-1.03%-5.47%3.58%1.86%1.87%2.54%1.28%-0.76%-0.42%3.75%1.97%9.55%
20193.05%0.81%1.51%1.05%-0.60%2.31%0.17%0.69%0.17%1.03%0.68%1.18%12.69%
2018-1.96%0.69%-1.17%-2.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FIJHX is 49, 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 FIJHX is 4949
Overall Rank
The Sharpe Ratio Rank of FIJHX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of FIJHX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of FIJHX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of FIJHX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FIJHX is 5656
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 2005 Fund Class Z (FIJHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
FIJHX
^GSPC

There is not enough data available to calculate the Sharpe ratio for Fidelity Advisor Freedom 2005 Fund Class Z. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15
0.87
1.83
FIJHX (Fidelity Advisor Freedom 2005 Fund Class Z)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Freedom 2005 Fund Class Z provided a 0.76% dividend yield over the last twelve months, with an annual payout of $0.08 per share.


1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.40201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.08$0.30$0.36$0.31$0.15$0.25$0.26

Dividend yield

0.76%2.97%3.72%2.64%1.28%2.17%2.37%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2005 Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.03$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.08
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.30
2022$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.36
2021$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.31
2020$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.15
2019$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.25
2018$0.26$0.26

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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15
-3.20%
-3.66%
FIJHX (Fidelity Advisor Freedom 2005 Fund Class Z)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Freedom 2005 Fund Class Z. 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 2005 Fund Class Z was 16.41%, occurring on Oct 20, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.41%Nov 10, 2021238Oct 20, 2022
-11.72%Feb 20, 202021Mar 19, 202074Jul 6, 202095
-3.66%Oct 5, 201855Dec 24, 201824Jan 30, 201979
-2.29%Feb 17, 202114Mar 8, 202134Apr 26, 202148
-2.01%Sep 3, 202015Sep 24, 202030Nov 5, 202045

Volatility

Volatility Chart

The current Fidelity Advisor Freedom 2005 Fund Class Z volatility is 0.00%, 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 150
3.62%
FIJHX (Fidelity Advisor Freedom 2005 Fund Class Z)
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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