Nasdaq - Delayed Quote USD

Fidelity Advisor Freedom Blend 2040 M (FHOEX)

12.74
+0.01
+(0.08%)
At close: 5:17:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.72%
5y Average Return 11.71%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 25.86%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 25.86%
Worst 3Y Total Return 2.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FHOEX
Category
YTD
0.57%
10.80%
1-Month
0.49%
1.06%
3-Month
-2.53%
6.14%
1-Year
9.27%
33.59%
3-Year
7.98%
12.99%
5-Year
11.12%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
12.32%
19.05%
Last Bear Market
-15.08%
-17.54%

Annual Total Return (%) History

Year
FHOEX
Category
2025
--
--
2024
12.25%
--
2023
19.31%
--
2022
-19.44%
--
2021
15.54%
--
2020
17.15%
14.56%
2019
25.86%
23.19%
2018
--
-7.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.08% -- -- --
2024 7.08% 1.59% 5.93% -2.58%
2023 7.06% 4.82% -4.04% 10.79%
2022 -6.67% -15.08% -7.01% 9.30%
2021 4.97% 6.58% -1.41% 4.75%
2020 -20.69% 18.50% 7.73% 15.71%
2019 11.83% 3.46% -0.30% 9.12%
2018 -12.08% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 32
3-Month 47
1-Year 66
3-Year 51
5-Year 21

Load Adjusted Returns

1-Year 5.45%
3-Year 6.71%
5-Year 10.33%
10-Year --

Performance & Risk

YTD Return 5.72%
5y Average Return 11.71%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Fidelity Investments
Net Assets 3.53B
YTD Return 0.57%
Yield 1.33%
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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