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Fidelity Advisor Freedom 2040 Z (FIJPX)

16.51 -0.25 (-1.49%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.62%
5y Average Return 10.06%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Sep 5, 2024) 26.78%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 26.78%
Worst 3Y Total Return 3.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIJPX
Category
YTD
14.02%
10.80%
1-Month
2.21%
1.06%
3-Month
5.42%
6.14%
1-Year
21.45%
33.59%
3-Year
3.77%
12.99%
5-Year
10.87%
12.87%
10-Year
8.60%
9.72%
Last Bull Market
23.19%
19.05%
Last Bear Market
-14.55%
-17.54%

Annual Total Return (%) History

Year
FIJPX
Category
2024
--
--
2023
18.82%
--
2022
-18.19%
--
2021
16.08%
--
2020
17.53%
14.56%
2019
26.78%
23.19%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.69% 1.61% -- --
2023 6.28% 4.60% -3.56% 10.83%
2022 -6.45% -14.55% -7.00% 10.05%
2021 5.28% 6.76% -1.29% 4.63%
2020 -20.58% 18.83% 7.57% 15.76%
2019 12.26% 3.82% -0.42% 9.24%

Rank in Category (By Total Return)

YTD 5
1-Month 27
3-Month 65
1-Year 5
3-Year 45
5-Year 10

Load Adjusted Returns

1-Year 21.45%
3-Year 3.77%
5-Year 10.87%
10-Year 8.60%

Performance & Risk

YTD Return 11.62%
5y Average Return 10.06%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Fidelity Investments
Net Assets 2.81B
YTD Return 14.02%
Yield 1.34%
Morningstar Rating
Inception Date Jul 24, 2003

Fund Summary

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Advisor Freedom® Income Fund.

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