Fidelity Advisor Freedom 2035 Fund Class I (FITHX)
The fund invests primarily in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Advisor Freedom Income Fund.
Fund Info
| ISIN | US3157924321 |
|---|---|
| Issuer | Fidelity |
| Inception Date | Nov 6, 2003 |
| Category | Target Retirement Date |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FITHX features an expense ratio of 0.71%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FITHX vs. FZILX, FITHX vs. VXUS, FITHX vs. IXUS, FITHX vs. FSPSX, FITHX vs. VTTHX, FITHX vs. FPADX, FITHX vs. JCPI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Freedom 2035 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.
Returns By Period
Fidelity Advisor Freedom 2035 Fund Class I had a return of 14.21% year-to-date (YTD) and 25.72% in the last 12 months. Over the past 10 years, Fidelity Advisor Freedom 2035 Fund Class I had an annualized return of 9.10%, while the S&P 500 had an annualized return of 11.99%, indicating that Fidelity Advisor Freedom 2035 Fund Class I did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.21% | 22.49% |
| 1 month | 1.68% | 3.72% |
| 6 months | 11.63% | 16.33% |
| 1 year | 25.72% | 33.60% |
| 5 years (annualized) | 9.45% | 14.41% |
| 10 years (annualized) | 9.10% | 11.99% |
Monthly Returns
The table below presents the monthly returns of FITHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.14% | 3.17% | 2.86% | -3.39% | 3.67% | 1.16% | 1.96% | 2.12% | 1.94% | 14.21% | |||
| 2023 | 6.96% | -3.18% | 2.24% | 1.02% | -1.24% | 3.92% | 2.72% | -2.50% | -3.69% | -2.89% | 7.82% | 5.23% | 16.65% |
| 2022 | -3.98% | -2.65% | 0.20% | -7.17% | 0.80% | -7.32% | 5.60% | -3.35% | -8.55% | 4.32% | 7.95% | -3.40% | -17.53% |
| 2021 | -0.06% | 2.65% | 1.70% | 3.59% | 1.77% | 0.86% | 0.18% | 2.00% | -3.27% | 4.00% | -2.72% | 2.75% | 13.97% |
| 2020 | -1.40% | -5.68% | -12.95% | 8.74% | 4.58% | 3.42% | 4.69% | 4.55% | -2.25% | -1.29% | 10.62% | 4.73% | 16.48% |
| 2019 | 7.51% | 2.58% | 1.33% | 3.14% | -4.73% | 5.70% | 0.07% | -1.48% | 1.27% | 2.59% | 2.52% | 3.17% | 25.76% |
| 2018 | 5.13% | -3.92% | -1.40% | 0.34% | 1.03% | 0.14% | 2.16% | 1.16% | -0.07% | -7.02% | 1.31% | -6.22% | -7.76% |
| 2017 | 2.72% | 2.80% | 0.96% | 1.75% | 1.72% | 0.57% | 2.42% | 0.21% | 1.88% | 1.77% | 1.54% | 1.33% | 21.50% |
| 2016 | -5.69% | -0.94% | 6.78% | 1.45% | 0.96% | -0.57% | 3.92% | 0.71% | 0.70% | -1.94% | 1.58% | 1.56% | 8.32% |
| 2015 | -1.66% | 5.30% | -0.80% | 1.47% | 1.03% | -1.54% | 0.82% | -6.07% | -3.31% | 6.44% | 0.08% | -1.72% | -0.62% |
| 2014 | -3.05% | 4.60% | -0.22% | -0.00% | 2.05% | 2.34% | -2.00% | 2.92% | -2.55% | 1.75% | 1.22% | 0.60% | 7.61% |
| 2013 | 3.82% | -0.00% | 2.40% | 1.64% | 0.65% | -2.07% | 4.14% | -1.56% | 3.64% | 2.68% | 1.64% | 3.48% | 22.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FITHX is 67, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Freedom 2035 Fund Class I granted a 2.05% dividend yield in the last twelve months. The annual payout for that period amounted to $0.32 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.21 | $1.20 | $1.53 | $0.96 | $1.05 | $1.46 | $0.79 | $0.63 | $0.68 | $1.19 | $1.16 |
Dividend yield | 2.05% | 1.51% | 9.95% | 9.48% | 6.16% | 7.35% | 11.94% | 5.33% | 4.86% | 5.46% | 8.99% | 8.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2035 Fund Class I. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | ||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $1.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $1.53 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.96 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $1.05 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.46 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.79 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.63 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.68 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $1.19 |
| 2013 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $1.16 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Freedom 2035 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 2035 Fund Class I was 52.70%, occurring on Mar 9, 2009. Recovery took 492 trading sessions.
The current Fidelity Advisor Freedom 2035 Fund Class I drawdown is 0.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.7% | Nov 1, 2007 | 338 | Mar 9, 2009 | 492 | Feb 17, 2011 | 830 |
| -29.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.91% | Nov 9, 2021 | 235 | Oct 14, 2022 | 363 | Mar 27, 2024 | 598 |
| -19.83% | May 2, 2011 | 108 | Oct 3, 2011 | 233 | Sep 6, 2012 | 341 |
| -17.81% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
Volatility
Volatility Chart
The current Fidelity Advisor Freedom 2035 Fund Class I volatility is 2.40%, 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.