Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS A) | 7.50% | 10.43% | 13.50% | 10.86% | 8.43% | 9.31% | 7.19% | 8.01% |
Data as of 06/20/2025, AR inception is 07/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS A) | 07/30/2003 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 10.43 | 13.50 | 10.86 | 8.43 | 9.31 | 7.19 | 8.01 | 7.50 | 12.60 | 18.39 | -18.31 | 15.78 | 17.18 | 26.39 | -8.51 | 21.34 | 8.15 | -1.00 | 5.19 | 20.27 | 14.08 | -4.68 | 15.86 | 32.98 | -40.76 | 9.08 | 13.78 | 7.81 | 10.04 | 14.25 |
| Sharpe Ratio | NA | 0.47 | 0.76 | 0.61 | 0.46 | NA | NA | 0.40 | 0.75 | 0.83 | 1.34 | -0.96 | 1.28 | 0.59 | 2.37 | -0.72 | 3.33 | 0.59 | -0.08 | 0.52 | 2.34 | 1.33 | -0.24 | 0.96 | 1.30 | -1.18 | 0.44 | 1.12 | 0.62 | 0.87 | 3.66 |
| Standard Deviation(%) | NA | 15.11 | 14.12 | 14.71 | 15.57 | NA | NA | 16.28 | 18.38 | 10.79 | 11.11 | 20.57 | 12.31 | 28.37 | 10.50 | 13.84 | 6.23 | 13.39 | 13.37 | 10.04 | 8.66 | 10.61 | 19.44 | 16.49 | 25.34 | 35.22 | 13.44 | 9.29 | 8.94 | 10.38 | 9.90 |
| Draw Down(%) | NA | 13.90 | 15.02 | 27.41 | 31.28 | NA | NA | 56.14 | 13.90 | 6.91 | 10.55 | 26.03 | 6.05 | 31.28 | 5.84 | 18.14 | 1.89 | 11.74 | 12.73 | 7.84 | 6.35 | 9.75 | 20.32 | 13.77 | 24.71 | 50.27 | 8.89 | 9.44 | 6.90 | 9.27 | 3.57 |
| Yield(%) | 0.00 | 6.93 | 4.18 | 7.08 | 6.75 | 7.99 | 6.24 | 7.42 | 4.70 | 2.89 | 1.36 | 7.96 | 10.35 | 6.28 | 8.14 | 9.65 | 5.91 | 5.00 | 5.07 | 6.86 | 7.60 | 1.94 | 2.92 | 2.34 | 2.80 | 5.04 | 4.19 | 3.80 | 1.54 | 1.39 | 0.95 |
Data as of 06/20/2025, AR inception is 07/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS A) |
-15.75%
Feb 2006 - Feb 2009 |
-6.64%
Feb 2004 - Feb 2009 |
3.38%
Feb 2006 - Feb 2016 |
4.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS A) |
23.92%
Feb 2009 - Feb 2012 |
19.40%
Feb 2009 - Feb 2014 |
12.74%
Feb 2009 - Feb 2019 |
11.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart