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Fidelity Advisor Freedom 2025 Fund Class Z (FIJMX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3157965084
Issuer
Fidelity
Inception Date
Oct 2, 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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Freedom 2025 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.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom 2025 Fund Class Z (FIJMX) has returned -2.08% so far this year and 11.78% over the past 12 months.


Fidelity Advisor Freedom 2025 Fund Class Z

1D
0.08%
1M
-6.25%
YTD
-2.08%
6M
-0.08%
1Y
11.78%
3Y*
11.12%
5Y*
5.31%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 17, 2018, FIJMX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +7.9%, while the worst month was Mar 2020 at -9.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FIJMX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +4.5%, while the worst single day was Mar 16, 2020 at -6.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.23%2.18%-6.25%-2.08%
20252.46%1.01%-1.69%0.55%3.03%3.36%0.30%1.81%2.30%1.16%0.21%0.66%16.15%
2024-0.00%1.89%2.43%-3.16%3.22%1.11%2.12%1.85%1.89%-2.60%2.13%0.64%11.93%
20236.03%-3.01%2.40%0.87%-1.26%2.79%1.95%-2.16%-3.49%-2.56%6.96%4.93%13.50%
2022-3.35%-2.09%-0.59%-6.08%0.47%-6.09%4.97%-3.21%-7.87%2.85%6.92%-2.71%-16.52%
2021-0.07%1.61%0.90%2.80%1.43%0.82%0.41%1.35%-2.46%2.86%-1.92%2.00%10.00%

Benchmark Metrics

Fidelity Advisor Freedom 2025 Fund Class Z has an annualized alpha of 1.52%, beta of 0.50, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since October 18, 2018.

  • This fund participated in 65.93% of S&P 500 Index downside but only 57.07% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.50 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.52%
Beta
0.50
0.83
Upside Capture
57.07%
Downside Capture
65.93%

Expense Ratio

FIJMX has an expense ratio of 0.54%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FIJMX ranks 68 for risk / return — better than 68% 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.


FIJMX Risk / Return Rank: 6868
Overall Rank
FIJMX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FIJMX Sortino Ratio Rank: 6868
Sortino Ratio Rank
FIJMX Omega Ratio Rank: 6767
Omega Ratio Rank
FIJMX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FIJMX Martin Ratio Rank: 7070
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 2025 Fund Class Z (FIJMX) and compare them to a chosen benchmark (S&P 500 Index).


FIJMXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.23

0.90

+0.33

Sortino ratio

Return per unit of downside risk

1.74

1.39

+0.35

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.05

Calmar ratio

Return relative to maximum drawdown

1.56

1.40

+0.17

Martin ratio

Return relative to average drawdown

6.68

6.61

+0.07

Explore FIJMX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Advisor Freedom 2025 Fund Class Z provided a 8.22% dividend yield over the last twelve months, with an annual payout of $1.08 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$1.08$1.08$0.97$0.29$1.02$1.37$0.93$0.94$0.74

Dividend yield

8.22%8.05%7.73%2.37%9.34%9.53%6.48%6.98%6.16%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2025 Fund Class Z. 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
2025$0.00$0.00$0.00$0.00$0.47$0.00$0.00$0.00$0.00$0.00$0.00$0.62$1.08
2024$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.88$0.97
2023$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.29
2022$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.00$0.00$0.00$0.00$0.32$1.02
2021$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.00$0.76$1.37

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 2025 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 2025 Fund Class Z was 23.58%, occurring on Oct 14, 2022. Recovery took 434 trading sessions.

The current Fidelity Advisor Freedom 2025 Fund Class Z drawdown is 6.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.58%Nov 10, 2021234Oct 14, 2022434Jul 10, 2024668
-22.03%Feb 20, 202023Mar 23, 202089Jul 29, 2020112
-8.7%Feb 19, 202535Apr 8, 202524May 13, 202559
-7.84%Oct 18, 201846Dec 24, 201825Jan 31, 201971
-6.46%Feb 26, 202622Mar 27, 2026

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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