Nasdaq - Delayed Quote USD

Fidelity Advisor Freedom 2040 I (FIFFX)

16.06 +0.13 (+0.82%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.05%
5y Average Return 8.61%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 33.30%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 33.30%
Worst 3Y Total Return 3.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIFFX
Category
YTD
7.64%
10.80%
1-Month
3.26%
1.06%
3-Month
7.64%
6.14%
1-Year
20.25%
33.59%
3-Year
4.78%
12.99%
5-Year
9.93%
12.87%
10-Year
8.46%
9.72%
Last Bull Market
35.16%
19.05%
Last Bear Market
-14.60%
-17.54%

Annual Total Return (%) History

Year
FIFFX
Category
2024
--
--
2023
18.73%
--
2022
-18.27%
--
2021
15.89%
--
2020
17.45%
14.56%
2019
26.70%
23.19%
2018
-8.27%
-7.74%
2017
21.65%
19.52%

2016
8.38%
7.95%
2015
-0.74%
-1.99%
2014
5.43%
5.25%
2013
20.63%
19.97%
2012
14.39%
14.64%
2011
-4.52%
-3.49%
2010
16.27%
14.37%
2009
33.30%
30.90%
2008
-40.66%
-37.94%
2007
9.35%
6.21%
2006
14.05%
14.67%
2005
8.06%
7.41%
2004
10.25%
11.71%
2003
--
26.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.64% -- -- --
2023 6.28% 4.54% -3.59% 10.83%
2022 -6.45% -14.60% -7.00% 10.00%
2021 5.23% 6.76% -1.33% 4.55%
2020 -20.61% 18.86% 7.51% 15.77%
2019 12.20% 3.85% -0.42% 9.19%
2018 -0.38% 1.50% 3.52% -12.36%
2017 6.55% 4.21% 4.53% 4.81%
2016 -0.30% 1.95% 5.34% 1.22%
2015 2.68% 0.82% -8.37% 4.64%

2014 1.18% 4.23% -1.67% 1.67%
2013 6.38% -0.06% 6.38% 6.66%
2012 10.38% -3.56% 6.49% 0.91%
2011 4.75% -0.74% -14.85% 7.84%
2010 4.48% -9.90% 11.93% 10.35%
2009 -9.29% 19.74% 17.25% 4.66%
2008 -9.92% -0.91% -13.73% -22.94%
2007 2.29% 6.52% 2.47% -2.06%
2006 5.72% -2.78% 3.85% 6.85%
2005 -2.35% 1.18% 5.84% 3.34%
2004 2.47% 0.28% -2.58% 10.13%
2003 11.50% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 16
3-Month 11
1-Year 20
3-Year 49
5-Year 12

Load Adjusted Returns

1-Year 20.25%
3-Year 4.78%
5-Year 9.93%
10-Year 8.46%

Performance & Risk

YTD Return 4.05%
5y Average Return 8.61%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Fidelity Investments
Net Assets 2.75B
YTD Return 7.64%
Yield 1.09%
Morningstar Rating
Inception Date Jul 24, 2003

Fund Summary

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Advisor Freedom® Income Fund.

Related Tickers