PortfoliosLab logoPortfoliosLab logo
ISIN
US3157932241
CUSIP
315793224
Issuer
Fidelity
Inception Date
Nov 6, 2003
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

FPTKX Performance Chart

Fidelity Freedom 2015 Fund Class K6 (FPTKX) is up 6.6% since the beginning of the year. FPTKX is currently trading at $13 per share. Investors who bought $1,000 worth of FPTKX shares 5 years ago would now be looking at an investment worth $1,261.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Freedom 2015 Fund Class K6 (FPTKX) has returned 6.64% so far this year and 14.98% over the past 12 months.


Fidelity Freedom 2015 Fund Class K6

1D
0.80%
1M
1.70%
YTD
6.64%
6M
6.76%
1Y
14.98%
3Y*
10.43%
5Y*
4.75%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FPTKX Monthly Returns History

Based on dividend-adjusted daily data since Jun 15, 2017, FPTKX'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, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +6.2%, while the worst month was Mar 2020 at -7.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FPTKX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +3.1%, while the worst single day was Mar 12, 2020 at -4.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.75%1.96%-3.29%3.90%1.57%0.72%6.64%
20251.85%1.13%-1.03%0.61%1.93%2.58%0.17%1.68%1.89%1.05%0.32%0.51%13.38%
20240.00%1.08%1.87%-2.54%2.64%0.97%2.01%1.55%1.61%-2.25%1.79%-2.14%6.60%
20235.08%-2.60%2.39%0.75%-0.99%1.97%1.38%-1.54%-2.94%-1.99%5.80%4.18%11.54%
2022-2.54%-1.74%-0.88%-4.95%0.26%-4.91%4.13%-2.88%-6.68%1.79%5.76%-2.14%-14.48%
2021-0.00%1.04%0.44%2.20%1.20%0.74%0.44%0.88%-1.74%2.06%-1.30%1.29%7.42%

Benchmark Metrics

Fidelity Freedom 2015 Fund Class K6 has an annualized alpha of 1.24%, beta of 0.37, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since June 15, 2017.

  • This fund participated in 53.19% of S&P 500 Index downside but only 42.51% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.37 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
1.24%
Beta
0.37
0.76
Upside Capture
42.51%
Downside Capture
53.19%

Expense Ratio

FPTKX has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FPTKX ranks 78 for risk / return — better than 78% 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.


FPTKX Risk / Return Rank: 7878
Overall Rank
FPTKX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FPTKX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FPTKX Omega Ratio Rank: 8080
Omega Ratio Rank
FPTKX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FPTKX Martin Ratio Rank: 8080
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 Freedom 2015 Fund Class K6 (FPTKX) 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.


FPTKXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.35

Sortino ratioReturn per unit of downside risk

+0.67

Omega ratioGain probability vs. loss probability

1.48

1.37

+0.11

Calmar ratioReturn relative to maximum drawdown

3.23

2.78

+0.44

Martin ratioReturn relative to average drawdown

13.89

12.44

+1.45

Dividends

Dividend History

Fidelity Freedom 2015 Fund Class K6 provided a 6.69% dividend yield over the last twelve months, with an annual payout of $0.84 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.84$0.82$0.49$0.32$0.88$1.42$0.94$0.89$1.01$0.29

Dividend yield

6.69%6.79%4.31%2.89%8.61%10.96%7.02%6.93%8.54%2.15%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom 2015 Fund Class K6. 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$0.25$0.00$0.25
2025$0.00$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.59$0.82
2024$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.49
2023$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.32
2022$0.00$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.88
2021$0.00$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.00$0.00$0.00$0.86$1.42

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom 2015 Fund Class K6. 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 Freedom 2015 Fund Class K6 was 20.37%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-20.37%Oct 2022
11mo 8d1y 9mo
2y 8moNov 2021 - Jul 2024
COVID crash2020
-17.09%Mar 2020
1mo 2d3mo 24d
4mo 26dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-9.80%Dec 2018
10mo 29d4mo 3d
1y 2moJan 2018 - Apr 2019
2025 selloff2025
-5.73%Apr 2025
1mo 10d1mo 4d
2mo 14dFeb 2025 - May 2025
2026 pullback2026
-4.65%Mar 2026
25d21d
1mo 16dMar 2026 - Apr 2026

Drawdown Indicators


FPTKXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-20.37%

-56.78%

+36.41%

Max Drawdown (1Y)

Largest decline over 1 year

-4.65%

-9.10%

+4.45%

Max Drawdown (3Y)

Largest decline over 3 years

-6.61%

-18.90%

+12.29%

Max Drawdown (5Y)

Largest decline over 5 years

-20.37%

-25.43%

+5.06%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-3.95%

-10.71%

+6.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.08%

2.03%

-0.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FPTKX

Add Fidelity Freedom 2015 Fund Class K6 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FPTKX