Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFIZX (FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS) | 6.62% | 19.36% | 16.13% | 8.19% | 11.16% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFIZX (FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS) | 06/30/2015 | 06/10/2026 |
| 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | 19.36 | 16.13 | 8.19 | 11.16 | NA | NA | … | … | 6.62 | 19.93 | 13.37 | 19.44 | -18.15 | 15.97 | 16.51 | 26.11 | -7.16 | 20.56 | 9.53 | -3.86 |
| Sharpe Ratio | NA | 1.76 | 1.15 | 0.43 | 0.64 | NA | NA | … | … | 1.22 | 1.25 | 0.96 | 1.44 | -0.98 | 1.40 | 0.57 | 2.41 | -0.63 | 3.48 | 0.75 | -0.50 |
| Standard Deviation(%) | NA | 10.80 | 11.93 | 13.81 | 14.96 | NA | NA | … | … | 13.22 | 13.65 | 10.18 | 11.07 | 20.14 | 11.41 | 28.58 | 10.21 | 13.70 | 5.75 | 12.48 | 15.04 |
| Draw Down(%) | NA | 8.10 | 13.46 | 26.07 | 30.69 | NA | NA | … | … | 8.10 | 13.46 | 6.30 | 10.68 | 25.64 | 4.99 | 30.69 | 5.35 | 16.78 | 1.89 | 10.09 | 11.12 |
| Yield(%) | 0.00 | 2.72 | 2.84 | 2.27 | 4.92 | 3.31 | 2.48 | … | … | 0.38 | 2.79 | 2.50 | 2.35 | 1.70 | 2.37 | 2.29 | 19.52 | 2.09 | 2.19 | 2.23 | 1.94 |
Data as of 06/10/2026, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIZX (FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS) |
2.49%
Apr 2021 – Apr 2024 |
4.53%
Sep 2017 – Sep 2022 |
9.30%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIZX (FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS) |
19.93%
Sep 2022 – Sep 2025 |
14.39%
Oct 2016 – Oct 2021 |
11.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart