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Fidelity Advisor Freedom Blend 2040 M (FHOEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.27+0.10 (+0.82%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.95%
5-year average return8.96%
Number of years up4
Number of years down1
Best 1-yr total return (2 July 2024)25.86%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return25.86%
Worst 3-yr total return2.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFHOEXCategory
YTD8.78%10.80%
1-month1.17%1.06%
3-month1.59%6.14%
1-year15.65%33.59%
3-year2.59%12.99%
5-year9.01%12.87%
10-year0.00%9.72%
Last bull market22.34%19.05%
Last bear market-15.08%-17.54%

Annual total return (%) history

Year
FHOEXCategory
2024
N/AN/A
2023
19.31%N/A
2022
-19.44%N/A
2021
15.54%N/A
2020
17.15%14.56%
2019
25.86%23.19%
2018
N/A-7.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%1.59%N/AN/A
20237.06%4.82%-4.04%10.79%
2022-6.67%-15.08%-7.01%9.30%
20214.97%6.58%-1.41%4.75%
2020-20.69%18.50%7.73%15.71%
201911.83%3.46%-0.30%9.12%
2018-12.08%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month60
3-month48
1-year34
3-year76
5-year25

Load adjusted returns

1-year11.60%
3-year1.38%
5-year8.24%
10-yearN/A