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Fidelity Advisor Freedom Blend 2020 Fund Class Z (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157942711

Issuer

Fidelity

Inception Date

Aug 31, 2018

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FJAIX has an expense ratio of 0.34%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Advisor Freedom Blend 2020 Fund Class Z (FJAIX) returned 4.47% year-to-date (YTD) and 8.94% over the past 12 months.


FJAIX

YTD

4.47%

1M

2.23%

6M

2.30%

1Y

8.94%

3Y*

5.68%

5Y*

6.17%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of FJAIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.09%1.02%-1.47%0.56%2.23%4.47%
2024-0.20%1.39%2.16%-2.88%2.96%1.06%2.09%1.58%1.84%-2.52%2.13%-2.51%7.06%
20235.78%-2.99%2.66%0.83%-1.11%2.39%1.73%-2.00%-3.36%-2.32%6.59%4.61%12.85%
2022-3.10%-2.13%-0.73%-5.67%0.17%-5.66%4.95%-3.31%-7.47%2.24%6.47%-2.64%-16.49%
2021-0.09%1.22%0.60%2.57%1.16%0.85%0.50%1.08%-2.14%2.53%-1.48%1.67%8.69%
2020-0.38%-3.22%-8.52%5.89%3.08%2.38%3.49%2.90%-1.36%-1.01%7.18%3.23%13.38%
20194.90%1.56%1.53%1.91%-2.57%3.95%0.19%-0.10%0.58%1.74%1.52%2.08%18.52%
20180.71%-4.51%0.94%-3.95%-6.76%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FJAIX is 75, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FJAIX is 7575
Overall Rank
The Sharpe Ratio Rank of FJAIX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of FJAIX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FJAIX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FJAIX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of FJAIX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2020 Fund Class Z (FJAIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Advisor Freedom Blend 2020 Fund Class Z Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.02
  • 5-Year: 0.67
  • All Time: 0.55

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Advisor Freedom Blend 2020 Fund Class Z compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Advisor Freedom Blend 2020 Fund Class Z provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.26 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.802018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$0.26$0.26$0.27$0.54$0.86$0.50$0.30$0.05

Dividend yield

2.40%2.49%2.66%5.86%7.37%4.36%2.86%0.54%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom Blend 2020 Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.02$0.02
2024$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.26
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.27
2022$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.54
2021$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.86
2020$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.50
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
2018$0.05$0.05

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 2020 Fund Class Z. 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 2020 Fund Class Z was 22.84%, occurring on Oct 14, 2022. Recovery took 462 trading sessions.

The current Fidelity Advisor Freedom Blend 2020 Fund Class Z drawdown is 0.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.84%Nov 10, 2021234Oct 14, 2022462Aug 19, 2024696
-19.43%Feb 20, 202023Mar 23, 202083Jul 21, 2020106
-9.39%Sep 24, 201864Dec 24, 201859Mar 21, 2019123
-7.43%Feb 19, 202535Apr 8, 202524May 13, 202559
-4.31%Dec 9, 202423Jan 13, 202523Feb 14, 202546
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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