Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) | 9.46% | 11.11% | 9.30% | 7.41% | 7.48% | 8.20% | 6.50% | 7.07% |
Data as of 08/01/2025, AR inception is 07/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) | 07/29/2003 | 08/01/2025 |
| 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 (%) | -1.22 | 11.11 | 9.30 | 7.41 | 7.48 | 8.20 | 6.50 | 7.07 | 9.46 | 8.96 | 14.56 | -16.84 | 11.22 | 15.10 | 22.79 | -6.50 | 19.27 | 8.02 | -0.71 | 5.48 | 17.59 | 13.34 | -2.91 | 15.70 | 31.85 | -38.73 | 9.24 | 13.40 | 7.89 | 9.36 | 12.77 |
| Sharpe Ratio | NA | 0.73 | 0.56 | 0.50 | 0.50 | NA | NA | 0.42 | 1.13 | 0.64 | 1.26 | -1.20 | 1.26 | 0.71 | 2.72 | -0.71 | 3.45 | 0.65 | -0.06 | 0.54 | 2.32 | 1.47 | -0.18 | 1.05 | 1.33 | -1.19 | 0.48 | 1.12 | 0.66 | 0.88 | 3.55 |
| Standard Deviation(%) | NA | 10.83 | 10.57 | 10.87 | 11.97 | NA | NA | 14.08 | 12.20 | 8.35 | 8.71 | 15.26 | 8.88 | 20.86 | 7.84 | 11.15 | 5.42 | 12.01 | 12.22 | 10.17 | 7.56 | 9.08 | 16.74 | 14.82 | 23.96 | 33.25 | 12.87 | 8.98 | 8.49 | 9.53 | 8.93 |
| Draw Down(%) | NA | 9.80 | 13.05 | 24.32 | 24.97 | NA | NA | 53.66 | 9.80 | 4.44 | 8.82 | 23.00 | 4.48 | 24.97 | 3.95 | 14.64 | 1.55 | 10.57 | 11.75 | 7.87 | 5.97 | 8.18 | 17.46 | 12.10 | 23.19 | 48.08 | 8.37 | 8.92 | 6.30 | 8.38 | 3.21 |
| Yield(%) | 0.00 | 5.38 | 3.49 | 5.85 | 6.42 | 7.24 | 5.82 | 6.71 | 3.79 | 1.91 | 2.06 | 6.91 | 9.70 | 6.99 | 7.97 | 9.22 | 6.38 | 5.09 | 5.24 | 6.89 | 6.83 | 2.46 | 3.23 | 3.01 | 3.08 | 5.04 | 4.29 | 4.00 | 1.80 | 1.50 | 0.90 |
Data as of 08/01/2025, AR inception is 07/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) |
-14.46%
Feb 2006 - Feb 2009 |
-5.89%
Feb 2004 - Feb 2009 |
3.66%
Feb 2006 - Feb 2016 |
4.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) |
23.46%
Feb 2009 - Feb 2012 |
18.68%
Feb 2009 - Feb 2014 |
12.28%
Feb 2009 - Feb 2019 |
10.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart