Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIJPX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS Z) | 1.56% | 13.53% | 14.67% | 6.97% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIJPX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS Z) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.43 | 13.53 | 14.67 | 6.97 | NA | NA | NA | … | … | 1.56 | 21.53 | 12.94 | 18.82 | -17.99 | 16.18 | 17.64 | 26.78 | -10.73 |
| Sharpe Ratio | NA | 0.94 | 0.94 | 0.32 | NA | NA | NA | … | … | 0.19 | 1.32 | 0.86 | 1.37 | -0.95 | 1.31 | 0.61 | 2.42 | -2.09 |
| Standard Deviation(%) | NA | 13.54 | 13.11 | 14.64 | NA | NA | NA | … | … | 17.95 | 14.15 | 10.80 | 11.14 | 20.49 | 12.30 | 28.40 | 10.45 | 19.42 |
| Draw Down(%) | NA | 8.78 | 13.82 | 27.16 | NA | NA | NA | … | … | 8.78 | 13.82 | 6.97 | 10.48 | 25.82 | 5.99 | 31.24 | 5.83 | 14.73 |
| Yield(%) | 0.00 | 3.41 | 4.95 | 5.05 | 5.42 | 3.62 | 2.71 | … | … | 0.00 | 8.25 | 3.35 | 1.84 | 8.33 | 10.73 | 6.64 | 8.82 | 6.14 |
Data as of 06/10/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIJPX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS Z) |
2.42%
Apr 2021 – Apr 2024 |
7.89%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIJPX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS Z) |
20.37%
Sep 2022 – Sep 2025 |
13.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart