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FFFFX: FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND (MUTUAL FUND)
Basic Info 14 0.42(2.91%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/20/2000 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 7.66% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 8.7 | 23.6 | 17.9 | 8.7 | 11.7 | 9.9 | 8.1 | 7.1 | 22.0 | 13.2 | 20.1 | -18.3 | 16.6 | 18.2 | 25.4 | -9.0 | 22.3 | 8.6 | -0.2 | 5.7 | 21.0 | 14.5 | -4.6 | 14.6 | 31.6 | -38.8 | 9.3 | 13.5 | 9.1 | 11.3 | 31.2 | -19.7 | -13.5 | 4.3 |
| Sharpe Ratio | NA | 1.91 | 2.21 | 1.29 | 0.48 | 0.68 | NA | NA | 0.36 | 1.34 | 0.88 | 1.48 | -0.96 | 1.35 | 0.65 | 2.3 | -0.76 | 3.46 | 0.63 | -0.02 | 0.56 | 2.4 | 1.36 | -0.24 | 0.89 | 1.3 | -1.15 | 0.44 | 1.0 | 0.76 | 0.97 | 2.2 | -1.0 | -0.88 | 23.03 |
| Draw Down(%) | NA | 8.7 | 8.7 | 14.1 | 27.2 | 30.9 | NA | NA | 54.1 | 14.1 | 7.1 | 10.4 | 26.0 | 5.8 | 30.9 | 5.7 | 18.6 | 1.8 | 11.9 | 12.5 | 7.7 | 6.3 | 9.8 | 20.5 | 13.7 | 23.8 | 48.9 | 9.5 | 10.0 | 6.4 | 9.0 | 11.4 | 30.2 | 28.6 | 1.0 |
| Standard Deviation(%) | NA | 14.3 | 11.4 | 12.5 | 14.3 | 15.1 | NA | NA | 16.3 | 14.3 | 10.9 | 11.2 | 20.6 | 12.2 | 27.7 | 10.4 | 13.6 | 6.3 | 13.4 | 13.4 | 10.1 | 8.7 | 10.8 | 19.6 | 16.3 | 24.3 | 34.5 | 14.0 | 10.1 | 8.9 | 10.7 | 13.8 | 20.8 | 18.5 | 20.5 |
| Treynor Ratio | NA | 0.23 | 0.22 | 0.14 | 0.06 | 0.09 | NA | NA | 0.06 | 0.17 | 0.08 | 0.15 | -0.18 | 0.15 | 0.17 | 0.22 | -0.1 | 0.2 | 0.08 | 0.0 | 0.06 | 0.25 | 0.17 | -0.05 | 0.15 | 0.33 | -0.42 | 0.06 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.2 | 1.16 | 1.15 | 1.15 | 1.09 | NA | NA | 1.0 | 1.16 | 1.16 | 1.11 | 1.13 | 1.13 | 1.04 | 1.1 | 1.07 | 1.07 | 1.06 | 1.02 | 1.01 | 0.85 | 0.88 | 0.89 | 0.96 | 0.97 | 0.94 | 0.95 | 1.03 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | NA | NA | 0.8 | 0.99 | 0.98 | 0.98 | 0.99 | 0.88 | 0.99 | 0.98 | 0.99 | 0.92 | 0.98 | 0.99 | 0.96 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.53 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.1 | 7.6 | 5.8 | 5.8 | 7.9 | 7.6 | 6.3 | N/A | 5.9 | 2.9 | 2.0 | 9.0 | 12.6 | 6.2 | 7.8 | 6.7 | 5.1 | 4.3 | 5.9 | 7.5 | 5.5 | 2.2 | 3.5 | 2.6 | 3.4 | 5.1 | 6.6 | 5.9 | 2.3 | 1.8 | 2.0 | 1.1 | 2.2 | 0.7 |
| Dividend Growth(%) | N/A | -19.1 | 61.2 | -43.9 | 10.9 | 65.5 | N/A | N/A | N/A | 123.4 | 68.9 | -83.6 | -25.5 | 121.0 | -5.9 | -1.8 | 54.1 | 24.5 | -31.9 | -21.9 | 54.0 | 174.9 | -40.8 | 49.2 | -3.1 | -60.2 | -22.2 | 18.9 | 186.5 | 32.1 | 16.7 | 50.0 | -57.9 | 216.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2000
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