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Fidelity Freedom 2060 Fund Class K6 (FVTKX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3157931250

CUSIP

315793125

Issuer

Fidelity

Inception Date

Aug 5, 2014

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

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.


Popular comparisons:
FVTKX vs. FDKVX FVTKX vs. FCNTX FVTKX vs. VTTSX FVTKX vs. FXAIX FVTKX vs. FLCNX FVTKX vs. FDKLX FVTKX vs. ^GSPC
Popular comparisons:
FVTKX vs. FDKVX FVTKX vs. FCNTX FVTKX vs. VTTSX FVTKX vs. FXAIX FVTKX vs. FLCNX FVTKX vs. FDKLX FVTKX vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Freedom 2060 Fund Class K6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.40%
12.53%
FVTKX (Fidelity Freedom 2060 Fund Class K6)
Benchmark (^GSPC)

Returns By Period

Fidelity Freedom 2060 Fund Class K6 had a return of 16.49% year-to-date (YTD) and 23.49% in the last 12 months.


FVTKX

YTD

16.49%

1M

0.87%

6M

6.40%

1Y

23.49%

5Y (annualized)

6.18%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.23%4.53%3.46%-3.62%3.98%1.28%1.82%2.13%1.95%-2.31%16.49%
20238.10%-3.28%2.52%1.27%-1.68%5.03%3.33%-2.83%-4.12%-3.04%8.61%5.50%19.90%
2022-4.05%-2.95%0.72%-7.55%-5.68%-8.49%6.31%-3.47%-9.31%5.61%8.80%-5.29%-24.19%
20210.14%3.27%2.27%3.90%-1.88%0.79%-0.07%2.16%-3.27%4.37%-2.79%-0.85%7.97%
2020-1.85%-6.32%-13.75%9.64%2.50%3.52%4.71%5.42%-2.21%-1.54%11.99%4.32%14.57%
20197.59%2.56%1.03%3.06%-8.59%5.69%0.09%-2.05%1.57%2.83%3.00%2.33%19.81%
20185.32%-3.96%-1.37%0.49%-1.22%-0.16%2.07%1.30%0.08%-7.35%0.95%-8.24%-12.21%
2017-0.35%2.46%0.34%1.88%1.85%1.73%0.31%8.49%

Expense Ratio

FVTKX features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for FVTKX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FVTKX is 59, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of FVTKX is 5959
Combined Rank
The Sharpe Ratio Rank of FVTKX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of FVTKX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of FVTKX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of FVTKX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FVTKX is 6868
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 Freedom 2060 Fund Class K6 (FVTKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FVTKX, currently valued at 2.07, compared to the broader market-1.000.001.002.003.004.005.002.072.53
The chart of Sortino ratio for FVTKX, currently valued at 2.89, compared to the broader market0.005.0010.002.893.39
The chart of Omega ratio for FVTKX, currently valued at 1.37, compared to the broader market1.002.003.004.001.371.47
The chart of Calmar ratio for FVTKX, currently valued at 1.23, compared to the broader market0.005.0010.0015.0020.001.233.65
The chart of Martin ratio for FVTKX, currently valued at 12.97, compared to the broader market0.0020.0040.0060.0080.00100.0012.9716.21
FVTKX
^GSPC

The current Fidelity Freedom 2060 Fund Class K6 Sharpe ratio is 2.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Freedom 2060 Fund Class K6 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.07
2.53
FVTKX (Fidelity Freedom 2060 Fund Class K6)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Freedom 2060 Fund Class K6 provided a 1.31% dividend yield over the last twelve months, with an annual payout of $0.20 per share.


1.20%1.40%1.60%1.80%2.00%2.20%2.40%$0.00$0.10$0.20$0.30$0.402017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.20$0.20$0.25$0.36$0.17$0.21$0.20$0.15

Dividend yield

1.31%1.53%2.30%2.45%1.21%1.70%1.88%1.23%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Freedom 2060 Fund Class K6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.36
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2017$0.15$0.15

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.43%
-0.53%
FVTKX (Fidelity Freedom 2060 Fund Class K6)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Freedom 2060 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 2060 Fund Class K6 was 34.32%, occurring on Oct 14, 2022. Recovery took 489 trading sessions.

The current Fidelity Freedom 2060 Fund Class K6 drawdown is 1.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.32%Nov 9, 2021235Oct 14, 2022489Sep 26, 2024724
-30.94%Jan 21, 202044Mar 23, 2020111Aug 28, 2020155
-20.03%Jan 29, 2018229Dec 24, 2018267Jan 16, 2020496
-6.14%Sep 3, 202015Sep 24, 202012Oct 12, 202027
-5.98%May 10, 20218May 19, 202174Sep 2, 202182

Volatility

Volatility Chart

The current Fidelity Freedom 2060 Fund Class K6 volatility is 3.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.08%
3.97%
FVTKX (Fidelity Freedom 2060 Fund Class K6)
Benchmark (^GSPC)