Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) | 7.21% | 21.22% | 16.84% | 8.39% | 11.20% | 9.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) | 12/24/2009 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 21.22 | 16.84 | 8.39 | 11.20 | 9.67 | NA | … | … | 7.21 | 19.88 | 13.36 | 19.37 | -18.07 | 16.41 | 17.36 | 25.95 | -7.20 | 20.57 | 9.38 | -1.50 | 6.57 | 18.68 | 12.90 | -2.51 | 14.47 | -0.47 |
| Sharpe Ratio | NA | 1.72 | 1.14 | 0.43 | 0.64 | NA | NA | … | … | 1.14 | 1.25 | 0.96 | 1.43 | -0.97 | 1.43 | 0.60 | 2.39 | -0.63 | 3.44 | 0.74 | -0.12 | 0.69 | 2.17 | 1.25 | -0.14 | 0.97 | -4.72 |
| Standard Deviation(%) | NA | 10.80 | 11.91 | 13.81 | 14.96 | NA | NA | … | … | 13.22 | 13.65 | 10.15 | 11.05 | 20.14 | 11.44 | 28.60 | 10.22 | 13.69 | 5.81 | 12.46 | 12.93 | 9.56 | 8.59 | 10.40 | 18.56 | 14.81 | 5.45 |
| Draw Down(%) | NA | 8.10 | 13.45 | 25.91 | 30.67 | NA | NA | … | … | 8.10 | 13.45 | 6.29 | 10.72 | 25.59 | 4.99 | 30.67 | 5.40 | 16.83 | 1.73 | 10.15 | 12.27 | 7.51 | 6.40 | 9.34 | 17.83 | 12.09 | 0.74 |
| Yield(%) | 0.00 | 2.29 | 2.66 | 2.19 | 4.90 | 4.83 | 4.28 | … | … | 0.00 | 2.75 | 2.46 | 2.30 | 1.76 | 2.74 | 2.93 | 19.47 | 2.04 | 2.14 | 2.16 | 1.97 | 3.41 | 0.09 | 2.03 | 3.04 | 1.50 | 1.02 |
Data as of 06/05/2026, Common starting date is 12/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) |
2.50%
Mar 2017 – Mar 2020 |
3.74%
Mar 2015 – Mar 2020 |
6.57%
Mar 2010 – Mar 2020 |
8.75%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIFX (FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS) |
19.91%
Sep 2022 – Sep 2025 |
14.56%
Oct 2016 – Oct 2021 |
11.95%
Feb 2016 – Feb 2026 |
10.12%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart