- ISIN
- US3157921509
- CUSIP
- 315792150
- Issuer
- Fidelity
- Inception Date
- Oct 2, 2009
- 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
FIKFX Performance Chart
Fidelity Freedom Index Income Fund Investor Class (FIKFX) is up 3.3% since the beginning of the year. FIKFX is currently trading at $13 per share. Investors who bought $1,000 worth of FIKFX shares 5 years ago would now be looking at an investment worth $1,157.
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Returns By Period
Fidelity Freedom Index Income Fund Investor Class (FIKFX) has returned 3.32% so far this year and 8.20% over the past 12 months. Over the last ten years, FIKFX has returned 4.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.70% annually.
Fidelity Freedom Index Income Fund Investor Class
- 1D
- -0.39%
- 1M
- 0.18%
- YTD
- 3.32%
- 6M
- 3.04%
- 1Y
- 8.20%
- 3Y*
- 7.23%
- 5Y*
- 2.96%
- 10Y*
- 4.22%
Benchmark (S&P 500 Index)
- 1D
- -0.10%
- 1M
- -1.54%
- YTD
- 7.49%
- 6M
- 6.15%
- 1Y
- 20.78%
- 3Y*
- 19.17%
- 5Y*
- 11.44%
- 10Y*
- 13.70%
FIKFX Monthly Returns History
Based on dividend-adjusted daily data since Oct 5, 2009, FIKFX's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, an investment would double in approximately 17.5 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +4.3%, while the worst month was Sep 2022 at -4.6%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FIKFX closed higher 46% of trading days. The best single day was Nov 10, 2022 with a return of +2.1%, while the worst single day was Mar 12, 2020 at -2.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.97% | 1.39% | -2.37% | 2.66% | 1.38% | -0.68% | 3.32% | ||||||
| 2025 | 1.11% | 1.39% | -0.59% | 0.50% | 0.71% | 1.70% | 0.16% | 1.33% | 1.34% | 0.80% | 0.39% | 0.05% | 9.23% |
| 2024 | 0.00% | 0.18% | 1.20% | -1.99% | 1.85% | 0.96% | 1.86% | 1.37% | 1.30% | -1.76% | 1.47% | -1.49% | 4.96% |
| 2023 | 3.29% | -1.94% | 2.27% | 0.60% | -0.93% | 1.02% | 0.69% | -0.81% | -2.25% | -1.24% | 4.31% | 3.22% | 8.28% |
| 2022 | -2.05% | -1.01% | -1.25% | -3.49% | 0.29% | -2.67% | 3.00% | -2.63% | -4.59% | 0.68% | 3.69% | -1.35% | -11.09% |
| 2021 | -0.40% | -0.44% | -0.18% | 1.33% | 0.40% | 0.75% | 0.99% | 0.29% | -1.35% | 1.08% | -0.19% | 0.49% | 2.79% |
Benchmark Metrics
Fidelity Freedom Index Income Fund Investor Class has an annualized alpha of 1.70%, beta of 0.17, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since October 05, 2009.
- This fund participated in 25.84% of S&P 500 Index downside but only 23.12% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.17 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
- 1.70%
- Beta
- 0.17
- R²
- 0.54
- Upside Capture
- 23.12%
- Downside Capture
- 25.84%
Expense Ratio
FIKFX has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
FIKFX ranks 58 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Freedom Index Income Fund Investor Class (FIKFX) 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.
| FIKFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.30 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.29 | +0.32 |
| Martin ratioReturn relative to average drawdown | 11.32 | 10.15 | +1.17 |
Dividends
Dividend History
Fidelity Freedom Index Income Fund Investor Class provided a 3.22% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.42 | $0.37 | $0.33 | $0.34 | $0.26 | $0.28 | $0.86 | $0.34 | $0.23 | $0.19 | $0.16 |
Dividend yield | 3.22% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Freedom Index Income Fund Investor Class. 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 | $0.02 | $0.02 | $0.02 | $0.02 | $0.10 | ||||||
| 2025 | $0.00 | $0.02 | $0.02 | $0.02 | $0.04 | $0.02 | $0.02 | $0.04 | $0.02 | $0.02 | $0.05 | $0.16 | $0.42 |
| 2024 | $0.00 | $0.01 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.04 | $0.03 | $0.02 | $0.03 | $0.13 | $0.37 |
| 2023 | $0.00 | $0.01 | $0.01 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.16 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.01 | $0.01 | $0.03 | $0.01 | $0.04 | $0.01 | $0.01 | $0.01 | $0.01 | $0.19 | $0.34 |
| 2021 | $0.00 | $0.01 | $0.01 | $0.01 | $0.06 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.14 | $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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Freedom Index Income Fund Investor Class. 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 Freedom Index Income Fund Investor Class was 15.03%, occurring on Oct 20, 2022. Recovery took 454 trading sessions.
The current Fidelity Freedom Index Income Fund Investor Class drawdown is 0.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -15.03%Oct 2022 | 11mo 14d | 1y 9mo | 2y 9moNov 2021 - Aug 2024 |
COVID crash2020 | -8.01%Mar 2020 | 24d | 2mo 11d | 3mo 5dFeb 2020 - May 2020 |
2016 pullback2016 | -4.48%Jan 2016 | 8mo 27d | 4mo 15d | 1y 1moApr 2015 - Jun 2016 |
2026 pullback2026 | -3.32%Mar 2026 | 25d | 21d | 1mo 16dMar 2026 - Apr 2026 |
2011 pullback2011 | -3.27%Oct 2011 | 2mo 10d | 3mo 16d | 5mo 26dJul 2011 - Jan 2012 |
Drawdown Indicators
| FIKFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.03% | -56.78% | +41.75% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -9.10% | +5.78% |
Max Drawdown (3Y)Largest decline over 3 years | -4.76% | -18.90% | +14.14% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -25.43% | +10.40% |
Max Drawdown (10Y)Largest decline over 10 years | -15.03% | -33.92% | +18.89% |
Current DrawdownCurrent decline from peak | -0.84% | -3.31% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -1.72% | -10.71% | +8.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 2.05% | -1.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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