Fidelity Freedom 2040: (MF: FFFFX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$12.94 USD
+0.19 (1.49%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.73 | 4 |
3 months | 10.67 | 15 |
6 months | 8.17 | 3 |
1 Year | 13.29 | 13 |
3 Year | 13.50 | 10 |
5 Year | 11.57 | 7 |
10 Year | 9.43 | 5 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 123.69 |
Bear Market (10/07 - 2/09) | -50.56 |
Bull Market (2/09 - 3/21) | 542.12 |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 14.36 |
5 Year | 12.40 |
10 Year | 9.45 |
Since Inception | 5.89 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.25 | 10.46 | NA | NA |
2024 | 7.72 | 1.77 | 5.85 | -2.45 |
2023 | 6.97 | 5.17 | -3.71 | 10.92 |
2022 | -6.32 | -14.61 | -6.86 | 9.70 |
2021 | 5.78 | 6.80 | -1.42 | 4.53 |
2020 | -20.68 | 19.05 | 7.93 | 15.98 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.73 | 13.20 | 20.16 | -18.27 | 16.43 | 18.22 | 25.35 | -8.92 | 22.25 | 8.60 | -0.17 |
% Total Return Rel to Index | 3.14 | -11.81 | -6.08 | -0.06 | -12.25 | -0.17 | -6.13 | -4.52 | 0.45 | -3.33 | -1.56 |
% Total Return Rel to Peer | 4.52 | 3.28 | 7.00 | -5.30 | 4.92 | 7.53 | 8.15 | -2.42 | 8.78 | 2.33 | 2.18 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.16 | 0.13 | 0.18 | 0.27 | 0.12 | 0.15 | 0.15 | 0.12 | 0.13 | 0.13 |
% Yield | 0.00 | 1.31 | 1.41 | 1.81 | 1.96 | 0.95 | 1.34 | 1.49 | 1.02 | 1.32 | 1.41 |
Capital Gains ($) | 0.31 | 0.14 | 0.05 | 0.91 | 1.19 | 0.54 | 0.54 | 0.57 | 0.34 | 0.24 | 0.41 |
Expense Ratio | 0.73 | 0.74 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.63 | 0.75 | 0.77 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%