Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) | 0.89% | 9.24% | 7.90% | 10.95% | 7.79% | 8.37% | NA | 8.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) | 12/24/2009 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 12/24/2009.
AR inception is since 12/24/2009.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 9.24 | 7.90 | 10.95 | 7.79 | 8.37 | NA | 8.74 | 0.89 | 11.00 | 19.37 | -18.26 | 15.36 | 15.78 | 25.95 | -7.20 | 20.57 | 9.38 | -1.50 | 6.57 | 18.68 | 12.90 | -2.51 | 14.47 | -0.47 |
| Sharpe Ratio | NA | 0.11 | 0.16 | 0.56 | 0.39 | NA | NA | 0.51 | -0.15 | 0.42 | 1.38 | -0.98 | 1.35 | 0.54 | 2.40 | -0.62 | 3.45 | 0.74 | -0.12 | 0.69 | 2.17 | 1.25 | -0.14 | 0.97 | -4.71 |
| Standard Deviation(%) | NA | 14.70 | 14.98 | 14.73 | 15.25 | NA | NA | 14.45 | 20.75 | 10.49 | 11.05 | 20.12 | 11.37 | 28.55 | 10.22 | 13.69 | 5.81 | 12.46 | 12.93 | 9.56 | 8.59 | 10.40 | 18.56 | 14.81 | 5.45 |
| Draw Down(%) | NA | 14.35 | 16.63 | 26.32 | 30.67 | NA | NA | 30.67 | 13.45 | 6.29 | 10.72 | 25.75 | 4.99 | 30.67 | 5.40 | 16.83 | 1.73 | 10.15 | 12.27 | 7.51 | 6.40 | 9.34 | 17.83 | 12.09 | 0.74 |
| Yield(%) | 0.00 | 0.11 | 1.35 | 1.88 | 3.83 | 4.41 | 3.50 | 4.66 | 0.00 | 0.11 | 2.30 | 1.57 | 1.75 | 1.59 | 19.47 | 2.04 | 2.14 | 2.16 | 1.97 | 3.41 | 0.09 | 2.03 | 3.04 | 1.50 | 1.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) |
2.26%
Apr 2021 - Apr 2024 |
3.74%
Mar 2015 - Mar 2020 |
6.57%
Mar 2010 - Mar 2020 |
8.42%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) |
18.93%
Dec 2018 - Dec 2021 |
14.12%
Oct 2016 - Oct 2021 |
11.42%
Sep 2011 - Sep 2021 |
9.16%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart