- ISIN
- US3157942489
- Issuer
- Fidelity
- Inception Date
- Aug 31, 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
FJAEX Performance Chart
Fidelity Advisor Freedom Blend 2025 Fund Class C (FJAEX) is up 7.8% since the beginning of the year. FJAEX is currently trading at $13 per share. Investors who bought $1,000 worth of FJAEX shares 5 years ago would now be looking at an investment worth $1,252.
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Returns By Period
Fidelity Advisor Freedom Blend 2025 Fund Class C (FJAEX) has returned 7.76% so far this year and 18.26% over the past 12 months.
Fidelity Advisor Freedom Blend 2025 Fund Class C
- 1D
- 0.47%
- 1M
- 3.16%
- YTD
- 7.76%
- 6M
- 8.30%
- 1Y
- 18.26%
- 3Y*
- 11.87%
- 5Y*
- 4.60%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
FJAEX Monthly Returns History
Based on dividend-adjusted daily data since Aug 31, 2018, FJAEX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +7.9%, 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, FJAEX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +4.4%, while the worst single day was Mar 16, 2020 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.15% | 2.10% | -4.60% | 5.40% | 2.20% | 0.54% | 7.76% | ||||||
| 2025 | 2.24% | 0.73% | -1.81% | 0.37% | 2.67% | 3.22% | 0.26% | 1.90% | 2.38% | 1.16% | 0.25% | 0.50% | 14.66% |
| 2024 | -0.20% | 1.67% | 2.33% | -3.22% | 3.13% | 0.95% | 2.16% | 1.56% | 1.81% | -2.67% | 2.29% | -2.87% | 6.87% |
| 2023 | 6.12% | -3.09% | 2.55% | 0.83% | -1.23% | 2.81% | 1.82% | -2.29% | -3.76% | -2.54% | 6.94% | 4.75% | 12.88% |
| 2022 | -3.42% | -2.39% | -0.54% | -6.20% | 0.02% | -6.18% | 5.20% | -3.53% | -8.05% | 2.73% | 6.87% | -3.12% | -18.09% |
| 2021 | -0.18% | 1.40% | 0.78% | 2.66% | 1.16% | 0.84% | 0.25% | 1.25% | -2.47% | 2.78% | -1.81% | 1.79% | 8.66% |
Benchmark Metrics
Fidelity Advisor Freedom Blend 2025 Fund Class C has an annualized alpha of -0.13%, 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 70.30% of S&P 500 Index downside but only 54.32% 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
- -0.13%
- Beta
- 0.51
- R²
- 0.84
- Upside Capture
- 54.32%
- Downside Capture
- 70.30%
Expense Ratio
FJAEX has a high expense ratio of 1.45%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FJAEX ranks 61 for risk / return — better than 61% 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 Blend 2025 Fund Class C (FJAEX) and compare them to S&P 500 Index.
| FJAEX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 2.24 | +0.07 |
Sortino ratioReturn per unit of downside risk | 3.28 | 3.07 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.41 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 2.93 | -0.02 |
Martin ratioReturn relative to average drawdown | 12.52 | 13.52 | -1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fidelity Advisor Freedom Blend 2025 Fund Class C provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.31 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.19 | $0.15 | $0.16 | $0.44 | $0.70 | $0.40 | $0.26 | $0.16 |
Dividend yield | 2.40% | 1.59% | 1.39% | 1.56% | 4.79% | 5.99% | 3.53% | 2.49% | 1.81% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend 2025 Fund Class C. 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 | $0.12 | $0.00 | $0.12 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.70 |
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 C. 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 C was 24.67%, occurring on Oct 14, 2022. Recovery took 484 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -24.67%Oct 2022 | 11mo 8d | 1y 11mo | 2y 10moNov 2021 - Sep 2024 |
COVID crash2020 | -21.63%Mar 2020 | 1mo 2d | 4mo 14d | 5mo 16dFeb 2020 - Aug 2020 |
Rate-hike selloffLate 2018 | -10.89%Dec 2018 | 3mo 1d | 2mo 27d | 5mo 28dSep 2018 - Mar 2019 |
2025 selloff2025 | -9.13%Apr 2025 | 4mo | 1mo 7d | 5mo 7dDec 2024 - May 2025 |
2026 pullback2026 | -6.33%Mar 2026 | 28d | 21d | 1mo 19dFeb 2026 - Apr 2026 |
Drawdown Indicators
| FJAEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.67% | -56.78% | +32.11% |
Max Drawdown (1Y)Largest decline over 1 year | -6.33% | -9.10% | +2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -9.13% | -18.90% | +9.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -25.43% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -10.72% | +5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.97% | -0.50% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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