Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHOEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS M) | 9.37% | 24.16% | 17.32% | 8.20% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHOEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS M) | 09/04/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 24.16 | 17.32 | 8.20 | NA | NA | NA | … | … | 9.37 | 20.48 | 12.24 | 19.31 | -19.37 | 15.57 | 17.20 | 25.86 | -11.55 |
| Sharpe Ratio | NA | 1.86 | 1.14 | 0.39 | NA | NA | NA | … | … | 1.41 | 1.23 | 0.80 | 1.40 | -1.00 | 1.27 | 0.60 | 2.33 | -1.97 |
| Standard Deviation(%) | NA | 11.78 | 12.66 | 14.49 | NA | NA | NA | … | … | 15.03 | 14.37 | 10.81 | 11.28 | 20.85 | 12.20 | 28.32 | 10.46 | 16.95 |
| Draw Down(%) | NA | 8.64 | 14.30 | 28.08 | NA | NA | NA | … | … | 8.64 | 14.30 | 7.06 | 10.75 | 27.00 | 5.72 | 31.40 | 5.77 | 16.50 |
| Yield(%) | 0.00 | 2.17 | 2.51 | 3.29 | 3.48 | 2.32 | 1.74 | … | … | 0.00 | 2.93 | 2.33 | 1.72 | 4.52 | 8.71 | 5.08 | 3.61 | 2.60 |
Data as of 06/03/2026, Common starting date is 09/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHOEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS M) |
1.79%
Apr 2021 – Apr 2024 |
6.32%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHOEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS M) |
19.67%
Sep 2022 – Sep 2025 |
13.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart