Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHZEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS C) | 9.46% | 23.37% | 16.85% | 7.54% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHZEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS C) | 09/06/2018 | 06/04/2026 |
| 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 (%) | 0.58 | 23.37 | 16.85 | 7.54 | NA | NA | NA | … | … | 9.46 | 19.82 | 11.64 | 18.83 | -19.87 | 15.08 | 16.54 | 25.31 | -10.92 |
| Sharpe Ratio | NA | 1.80 | 1.09 | 0.35 | NA | NA | NA | … | … | 1.36 | 1.18 | 0.75 | 1.35 | -1.03 | 1.23 | 0.57 | 2.27 | -1.93 |
| Standard Deviation(%) | NA | 11.81 | 12.65 | 14.50 | NA | NA | NA | … | … | 15.02 | 14.39 | 10.76 | 11.32 | 20.85 | 12.20 | 28.38 | 10.50 | 16.86 |
| Draw Down(%) | NA | 8.73 | 14.36 | 28.37 | NA | NA | NA | … | … | 8.73 | 14.36 | 7.02 | 10.90 | 27.25 | 5.79 | 31.43 | 5.79 | 16.52 |
| Yield(%) | 0.00 | 1.75 | 2.10 | 2.96 | 3.23 | 2.16 | 1.62 | … | … | 0.00 | 2.51 | 1.97 | 1.35 | 4.25 | 8.44 | 4.88 | 3.41 | 2.45 |
Data as of 06/04/2026, Common starting date is 09/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHZEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS C) |
1.26%
Apr 2021 – Apr 2024 |
5.77%
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 |
|---|---|---|---|---|
| FHZEX (FIDELITY FREEDOM BLEND 2040 FUND FIDELITY ADVISOR FREEDOM BLEND 2040 FUND: CLASS C) |
19.06%
Sep 2022 – Sep 2025 |
12.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart