PortfoliosLab logoPortfoliosLab logo
ISIN
US3157942067
Issuer
Fidelity
Inception Date
Jun 6, 2017
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

FUGLX Performance Chart

Fidelity Advisor Freedom 2010 Fund Class Z6 (FUGLX) is up 5.3% since the beginning of the year. FUGLX is currently trading at $12 per share. Investors who bought $1,000 worth of FUGLX shares 5 years ago would now be looking at an investment worth $1,241.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Freedom 2010 Fund Class Z6 (FUGLX) has returned 5.31% so far this year and 11.92% over the past 12 months.


Fidelity Advisor Freedom 2010 Fund Class Z6

1D
0.70%
1M
1.40%
YTD
5.31%
6M
5.45%
1Y
11.92%
3Y*
9.91%
5Y*
4.42%
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)

FUGLX Monthly Returns History

Based on dividend-adjusted daily data since Jun 15, 2017, FUGLX's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, an investment would double in approximately 11.8 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2023 with a return of +5.1%, while the worst month was Mar 2020 at -6.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FUGLX closed higher 50% of trading days. The best single day was Dec 30, 2024 with a return of +3.0%, while the worst single day was Mar 12, 2020 at -3.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.43%1.77%-2.86%3.30%1.23%0.43%5.31%
20251.51%1.40%-0.64%0.65%1.32%2.21%0.09%1.44%1.51%0.79%0.35%0.31%11.46%
2024-0.10%0.58%1.63%-2.27%2.33%0.85%1.97%1.47%1.54%-2.15%1.46%1.12%8.66%
20234.42%-2.46%2.22%0.69%-1.10%1.39%1.18%-1.26%-2.55%-1.71%5.12%3.80%9.76%
2022-2.33%-1.45%-1.12%-4.28%0.33%-3.97%3.44%-2.66%-5.87%1.14%5.03%-1.68%-13.10%
2021-0.08%0.56%0.08%1.91%0.94%0.72%0.64%0.64%-1.58%1.68%-1.10%1.09%5.58%

Benchmark Metrics

Fidelity Advisor Freedom 2010 Fund Class Z6 has an annualized alpha of 1.80%, beta of 0.29, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since June 15, 2017.

  • This fund participated in 42.67% of S&P 500 Index downside but only 35.22% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.29 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
1.80%
Beta
0.29
0.67
Upside Capture
35.22%
Downside Capture
42.67%

Expense Ratio

FUGLX has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FUGLX ranks 72 for risk / return — better than 72% 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.


FUGLX Risk / Return Rank: 7272
Overall Rank
FUGLX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FUGLX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FUGLX Omega Ratio Rank: 7878
Omega Ratio Rank
FUGLX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FUGLX Martin Ratio Rank: 7171
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 2010 Fund Class Z6 (FUGLX) 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.


FUGLXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

1.46

1.37

+0.09

Calmar ratioReturn relative to maximum drawdown

3.01

2.78

+0.23

Martin ratioReturn relative to average drawdown

12.71

12.44

+0.27

Dividends

Dividend History

Fidelity Advisor Freedom 2010 Fund Class Z6 provided a 5.34% dividend yield over the last twelve months, with an annual payout of $0.62 per share.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.62$0.61$0.67$0.31$0.73$1.12$0.75$0.74$1.03$0.61

Dividend yield

5.34%5.45%6.30%2.98%7.53%9.29%5.97%6.21%9.27%4.88%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Freedom 2010 Fund Class Z6. 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$0.18$0.00$0.18
2025$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.00$0.44$0.61
2024$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.63$0.67
2023$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.31
2022$0.00$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.73
2021$0.00$0.00$0.00$0.00$0.47$0.00$0.00$0.00$0.00$0.00$0.00$0.65$1.12

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 Advisor Freedom 2010 Fund Class Z6. 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 2010 Fund Class Z6 was 18.24%, occurring on Oct 14, 2022. Recovery took 462 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-18.24%Oct 2022
11mo 8d1y 10mo
2y 9moNov 2021 - Aug 2024
COVID crash2020
-14.27%Mar 2020
28d3mo 28d
4mo 26dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-7.83%Dec 2018
10mo 29d3mo 8d
1y 2moJan 2018 - Apr 2019
2025 selloff2025
-4.13%Apr 2025
1mo 6d24d
2moMar 2025 - May 2025
2026 pullback2026
-3.99%Mar 2026
25d18d
1mo 13dMar 2026 - Apr 2026

Drawdown Indicators


FUGLXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.24%

-56.78%

+38.54%

Max Drawdown (1Y)

Largest decline over 1 year

-3.99%

-9.10%

+5.11%

Max Drawdown (3Y)

Largest decline over 3 years

-5.71%

-18.90%

+13.19%

Max Drawdown (5Y)

Largest decline over 5 years

-18.24%

-25.43%

+7.19%

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

-3.53%

-10.71%

+7.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

2.03%

-1.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FUGLX

Add Fidelity Advisor Freedom 2010 Fund Class Z6 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 FUGLX