Nasdaq - Delayed Quote USD

Fidelity Freedom Blend 2040 (FHARX)

12.97
+0.05
+(0.39%)
At close: May 16 at 8:04:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.25%
5y Average Return 13.04%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 15, 2025) 26.56%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 26.56%
Worst 3Y Total Return 3.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FHARX
Category
YTD
0.73%
10.80%
1-Month
0.57%
1.06%
3-Month
-2.43%
6.14%
1-Year
9.87%
33.59%
3-Year
8.53%
12.99%
5-Year
11.68%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
12.68%
19.05%
Last Bear Market
-15.02%
-17.54%

Annual Total Return (%) History

Year
FHARX
Category
2025
--
--
2024
12.77%
--
2023
19.99%
--
2022
-19.05%
--
2021
16.21%
--
2020
17.74%
14.56%
2019
26.56%
23.19%
2018
--
-7.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.16% -- -- --
2024 7.12% 1.68% 6.13% -2.45%
2023 7.14% 5.00% -3.92% 11.02%
2022 -6.57% -15.02% -6.88% 9.49%
2021 5.14% 6.70% -1.25% 4.90%
2020 -20.59% 18.70% 7.82% 15.85%
2019 11.96% 3.66% -0.20% 9.27%
2018 -11.97% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 24
3-Month 42
1-Year 54
3-Year 25
5-Year 13

Load Adjusted Returns

1-Year 9.87%
3-Year 8.53%
5-Year 11.68%
10-Year --

Performance & Risk

YTD Return 5.25%
5y Average Return 13.04%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Fidelity Investments
Net Assets 3.53B
YTD Return 0.73%
Yield 1.68%
Morningstar Rating
Inception Date Apr 06, 2021

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 Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2040.

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