- ISIN
- US3157968476
- Issuer
- Fidelity
- Inception Date
- Oct 2, 2018
- Category
- Target Retirement Date
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FIJUX Performance Chart
Fidelity Advisor Freedom Income Fund Class Z (FIJUX) is up 4.9% since the beginning of the year. FIJUX is currently trading at $11 per share. Investors who bought $1,000 worth of FIJUX shares 5 years ago would now be looking at an investment worth $1,169.
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Returns By Period
Fidelity Advisor Freedom Income Fund Class Z (FIJUX) has returned 4.90% so far this year and 10.69% over the past 12 months.
Fidelity Advisor Freedom Income Fund Class Z
- 1D
- 0.63%
- 1M
- 1.31%
- YTD
- 4.90%
- 6M
- 5.06%
- 1Y
- 10.69%
- 3Y*
- 7.74%
- 5Y*
- 3.18%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FIJUX Monthly Returns History
Based on dividend-adjusted daily data since Oct 3, 2018, FIJUX's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2023 with a return of +4.5%, while the worst month was Sep 2022 at -4.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FIJUX closed higher 48% of trading days. The best single day was Nov 10, 2022 with a return of +1.9%, while the worst single day was Mar 12, 2020 at -2.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.31% | 1.75% | -2.69% | 3.01% | 1.12% | 0.40% | 4.90% | ||||||
| 2025 | 1.29% | 1.28% | -0.34% | 0.61% | 0.93% | 1.92% | 0.05% | 1.37% | 1.23% | 0.80% | 0.36% | 0.15% | 10.08% |
| 2024 | -0.10% | 0.09% | 1.37% | -2.02% | 1.97% | 0.87% | 1.80% | 1.39% | 1.46% | -1.99% | 1.16% | -1.61% | 4.35% |
| 2023 | 3.70% | -2.15% | 2.10% | 0.57% | -0.95% | 0.76% | 0.89% | -1.07% | -2.07% | -1.48% | 4.47% | 3.39% | 8.16% |
| 2022 | -1.77% | -1.14% | -1.34% | -3.45% | 0.32% | -3.07% | 2.61% | -2.25% | -4.91% | 0.32% | 4.20% | -1.23% | -11.42% |
| 2021 | 0.00% | -0.07% | -0.32% | 1.42% | 0.72% | 0.64% | 0.64% | 0.31% | -1.05% | 0.98% | -0.65% | 0.56% | 3.19% |
Benchmark Metrics
Fidelity Advisor Freedom Income Fund Class Z has an annualized alpha of 2.22%, beta of 0.17, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since October 03, 2018.
- This fund participated in 32.16% of S&P 500 Index downside but only 25.90% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.17 may look defensive, but with R2 of 0.45 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.45 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 2.22%
- Beta
- 0.17
- R²
- 0.45
- Upside Capture
- 25.90%
- Downside Capture
- 32.16%
Expense Ratio
FIJUX has an expense ratio of 0.42%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FIJUX 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class Z (FIJUX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIJUX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.37 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | 2.78 | +0.05 |
| Martin ratioReturn relative to average drawdown | 12.05 | 12.44 | -0.39 |
Dividends
Dividend History
Fidelity Advisor Freedom Income Fund Class Z provided a 3.00% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.35 | $0.32 | $0.30 | $0.58 | $0.60 | $0.45 | $0.42 | $0.33 |
Dividend yield | 3.00% | 3.22% | 3.18% | 2.97% | 6.07% | 5.33% | 3.89% | 3.82% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Freedom Income Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.02 | $0.01 | $0.03 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.04 | $0.15 | $0.35 |
| 2024 | $0.00 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.03 | $0.02 | $0.02 | $0.03 | $0.12 | $0.32 |
| 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 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.01 | $0.25 | $0.01 | $0.01 | $0.01 | $0.01 | $0.09 | $0.01 | $0.17 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.01 | $0.01 | $0.01 | $0.10 | $0.00 | $0.27 | $0.60 |
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 Income 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 Income Fund Class Z was 15.87%, occurring on Oct 20, 2022. Recovery took 460 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -15.87%Oct 2022 | 11mo 14d | 1y 10mo | 2y 9moNov 2021 - Aug 2024 |
COVID crash2020 | -9.78%Mar 2020 | 28d | 2mo 23d | 3mo 21dFeb 2020 - Jun 2020 |
2026 pullback2026 | -3.78%Mar 2026 | 25d | 21d | 1mo 16dMar 2026 - Apr 2026 |
2025 pullback2025 | -3.51%Jan 2025 | 3mo 13d | 3mo 16d | 6mo 29dOct 2024 - Apr 2025 |
Rate-hike selloffLate 2018 | -2.78%Dec 2018 | 2mo 21d | 1mo 7d | 3mo 28dOct 2018 - Jan 2019 |
Drawdown Indicators
| FIJUX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.87% | -56.78% | +40.91% |
Max Drawdown (1Y)Largest decline over 1 year | -3.78% | -9.10% | +5.32% |
Max Drawdown (3Y)Largest decline over 3 years | -4.85% | -18.90% | +14.05% |
Max Drawdown (5Y)Largest decline over 5 years | -15.87% | -25.43% | +9.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -10.71% | +7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 2.03% | -1.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with FIJUX
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