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Fidelity Freedom Blend 2040 (FHARX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.56%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
FHARXCategory AverageFHARXCategory AverageFHARXCategory Average
Alpha 1.93 -0.01 2.73 -0.01 -- -0.01
BETA 1.26 0.01 1.3 0.01 -- 0.01
Mean Annual Return 0.78 0.01 1.02 0.01 -- 0.01
R-squared 97.23 0.98 97.16 0.98 -- 0.97
Standard Deviation 15.27 0.15 14.84 0.13 -- 0.12
Sharpe Ratio 0.31 0.01 0.63 0.01 -- 0.01
Treynor Ratio 3.04 0.09 6.76 0.09 -- 0.07

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