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Fidelity Freedom 2040 (FFFFX)

11.26
+0.04
+(0.36%)
At close: 8:04:14 PM EDT

Fund Summary

The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2040.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.38%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 7

Performance & Risk

YTD Return -3.03%
5y Average Return 11.87%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FFFFXCategory AverageFFFFXCategory AverageFFFFXCategory Average
Alpha 2.43 -0.01 3.4 -0.01 1.04 -0.01
BETA 1.25 0.01 1.29 0.01 1.37 0.01
Mean Annual Return 0.58 0.01 1.2 0.01 0.76 0.01
R-squared 97.05 0.98 96.92 0.98 96.22 0.97
Standard Deviation 15.88 0.15 15.17 0.13 14.04 0.12
Sharpe Ratio 0.16 0.01 0.76 0.01 0.51 0.01
Treynor Ratio 1.06 0.09 8.76 0.09 4.73 0.07

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