- ISIN
- US3157924818
- Issuer
- Fidelity
- Inception Date
- Nov 6, 2003
- 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
FITWX Performance Chart
Fidelity Advisor Freedom 2025 Fund Class I (FITWX) is up 5.9% since the beginning of the year. FITWX is currently trading at $14 per share. Investors who bought $1,000 worth of FITWX shares 5 years ago would now be looking at an investment worth $1,277.
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Returns By Period
Fidelity Advisor Freedom 2025 Fund Class I (FITWX) has returned 5.92% so far this year and 12.83% over the past 12 months. Over the last ten years, FITWX has returned 7.67% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Fidelity Advisor Freedom 2025 Fund Class I
- 1D
- 1.28%
- 1M
- -1.04%
- 6M
- 3.68%
- YTD
- 5.92%
- 1Y
- 12.83%
- 3Y*
- 11.09%
- 5Y*
- 5.02%
- 10Y*
- 7.67%
- ALL TIME*
- 6.06%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FITWX Monthly Returns History
Based on dividend-adjusted daily data since Jan 8, 2003, FITWX's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, an investment would double in approximately 10.7 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +9.9%, while the worst month was Oct 2008 at -16.0%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FITWX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +8.2%, while the worst single day was Oct 15, 2008 at -7.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.16% | 2.18% | -4.54% | 5.34% | 1.91% | 0.76% | -1.73% | 5.92% | |||||
| 2025 | 2.55% | 0.98% | -1.72% | 0.53% | 3.06% | 3.34% | 0.29% | 1.76% | 2.30% | 1.20% | 0.21% | 0.69% | 16.17% |
| 2024 | 0.00% | 1.87% | 2.39% | -3.19% | 3.31% | 1.02% | 2.17% | 1.82% | 1.86% | -2.56% | 2.10% | -2.87% | 7.91% |
| 2023 | 6.14% | -3.06% | 2.37% | 0.86% | -1.27% | 2.84% | 1.93% | -2.14% | -3.53% | -2.61% | 6.98% | 4.98% | 13.53% |
| 2022 | -3.32% | -2.07% | -0.58% | -6.17% | 0.47% | -6.03% | 4.92% | -3.18% | -7.87% | 2.82% | 6.94% | -2.84% | -16.64% |
| 2021 | -0.07% | 1.60% | 0.89% | 2.78% | 1.42% | 0.81% | 0.40% | 1.34% | -2.51% | 2.91% | -1.91% | 1.92% | 9.85% |
Benchmark Metrics
Fidelity Advisor Freedom 2025 Fund Class I has an annualized alpha of 0.20%, beta of 0.61, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since January 08, 2003.
- This fund participated in 73.98% of S&P 500 Index downside but only 64.27% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.61 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
- 0.20%
- Beta
- 0.61
- R²
- 0.85
- Upside Capture
- 64.27%
- Downside Capture
- 73.98%
Expense Ratio
FITWX has an expense ratio of 0.62%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FITWX ranks 47 for risk / return — above 47% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class I (FITWX) 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.
| FITWX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.00 | -0.09 |
| Martin ratioReturn relative to average drawdown | 7.72 | 8.49 | -0.77 |
Dividends
Dividend History
Fidelity Advisor Freedom 2025 Fund Class I provided a 7.78% dividend yield over the last twelve months, with an annual payout of $1.11 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 | $1.11 | $1.07 | $0.34 | $0.25 | $1.00 | $1.35 | $0.91 | $0.90 | $1.18 | $0.57 | $0.59 | $0.65 |
Dividend yield | 7.78% | 7.67% | 2.64% | 2.01% | 9.01% | 9.32% | 6.30% | 6.62% | 9.78% | 4.11% | 4.64% | 5.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2025 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $1.07 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $1.35 |
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 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 2025 Fund Class I was 49.25%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current Fidelity Advisor Freedom 2025 Fund Class I drawdown is 1.93%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-49.25%Mar 2009 | 1y 4mo | 2y 1mo | 3y 5moNov 2007 - Apr 2011 | Financial crisis2007–2009 |
-23.68%Oct 2022 | 11mo 8d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 | Bear market2022 |
-22.01%Mar 2020 | 1mo 2d | 4mo 8d | 5mo 10dFeb 2020 - Jul 2020 | COVID crash2020 |
-16.52%Oct 2011 | 5mo 4d | 11mo 9d | 1y 4moMay 2011 - Sep 2012 | — |
-13.83%Feb 2016 | 8mo 25d | 5mo 26d | 1y 2moMay 2015 - Aug 2016 | — |
Drawdown Indicators
| FITWX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.25% | -56.78% | +7.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -9.10% | +2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -18.90% | +10.23% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -25.43% | +1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.68% | -33.92% | +10.24% |
Current DrawdownCurrent decline from peak | -1.93% | -1.58% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -10.70% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 2.14% | -0.54% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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