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ISIN
US3157942307
Issuer
Fidelity
Inception Date
Aug 31, 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

FJADX Performance Chart

Fidelity Advisor Freedom Blend 2025 Fund Class I (FJADX) is up 7.7% since the beginning of the year. FJADX is currently trading at $13 per share. Investors who bought $1,000 worth of FJADX shares 5 years ago would now be looking at an investment worth $1,305.


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S&P 500 Index

Returns By Period

Fidelity Advisor Freedom Blend 2025 Fund Class I (FJADX) has returned 7.71% so far this year and 19.04% over the past 12 months.


Fidelity Advisor Freedom Blend 2025 Fund Class I

1D
0.15%
1M
2.40%
YTD
7.71%
6M
8.75%
1Y
19.04%
3Y*
12.84%
5Y*
5.47%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FJADX Monthly Returns History

Based on dividend-adjusted daily data since Aug 31, 2018, FJADX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +8.0%, while the worst month was Mar 2020 at -9.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FJADX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +4.5%, while the worst single day was Mar 12, 2020 at -5.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.19%2.22%-4.50%5.45%2.24%0.15%7.71%
20252.29%0.90%-1.78%0.45%2.76%3.34%0.25%2.03%2.49%1.30%0.24%0.64%15.85%
2024-0.10%1.75%2.38%-3.17%3.21%1.12%2.21%1.71%1.86%-2.61%2.33%-2.75%7.94%
20236.16%-3.05%2.73%0.82%-1.12%2.87%1.89%-2.15%-3.70%-2.49%7.03%4.86%13.92%
2022-3.31%-2.28%-0.54%-6.05%0.13%-6.10%5.24%-3.48%-7.94%2.80%6.97%-2.97%-17.18%
2021-0.09%1.48%0.86%2.73%1.28%0.92%0.41%1.24%-2.36%2.84%-1.70%1.85%9.72%

Benchmark Metrics

Fidelity Advisor Freedom Blend 2025 Fund Class I has an annualized alpha of 0.84%, beta of 0.51, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since September 04, 2018.

  • This fund participated in 68.44% of S&P 500 Index downside but only 56.31% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.51 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
0.84%
Beta
0.51
0.84
Upside Capture
56.31%
Downside Capture
68.44%

Expense Ratio

FJADX has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FJADX 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.


FJADX Risk / Return Rank: 6868
Overall Rank
FJADX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FJADX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FJADX Omega Ratio Rank: 7070
Omega Ratio Rank
FJADX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FJADX Martin Ratio Rank: 6969
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 Blend 2025 Fund Class I (FJADX) and compare them to S&P 500 Index.


FJADXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.42

2.39

+0.03

Sortino ratio

Return per unit of downside risk

3.48

3.25

+0.22

Omega ratio

Gain probability vs. loss probability

1.47

1.43

+0.04

Calmar ratio

Return relative to maximum drawdown

3.08

3.11

-0.04

Martin ratio

Return relative to average drawdown

13.36

14.38

-1.02

Dividends

Dividend History

Fidelity Advisor Freedom Blend 2025 Fund Class I provided a 3.20% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.42$0.30$0.24$0.23$0.51$0.80$0.49$0.34$0.20

Dividend yield

3.20%2.41%2.20%2.22%5.48%6.75%4.28%3.20%2.16%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend 2025 Fund Class I. 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$0.14$0.00$0.14
2025$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.30
2024$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.24
2023$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.23
2022$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.51
2021$0.00$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.56$0.80

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 Blend 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 Blend 2025 Fund Class I was 23.99%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-23.99%Oct 2022
11mo 8d1y 9mo
2y 8moNov 2021 - Jul 2024
COVID crash2020
-21.62%Mar 2020
1mo 2d4mo 8d
5mo 10dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-10.68%Dec 2018
3mo 1d2mo 24d
5mo 25dSep 2018 - Mar 2019
2025 selloff2025
-9.00%Apr 2025
1mo 18d1mo 7d
2mo 25dFeb 2025 - May 2025
2026 pullback2026
-6.28%Mar 2026
29d21d
1mo 20dFeb 2026 - Apr 2026

Drawdown Indicators


FJADXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-23.99%

-56.78%

+32.79%

Max Drawdown (1Y)

Largest decline over 1 year

-6.28%

-9.10%

+2.82%

Max Drawdown (3Y)

Largest decline over 3 years

-9.00%

-18.90%

+9.90%

Max Drawdown (5Y)

Largest decline over 5 years

-23.99%

-25.43%

+1.44%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.11%

-10.72%

+5.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

1.97%

-0.53%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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