FDKQX Performance — Fidelity Advisor Freedom 2060 Fund, Class I
Data updated: 2026-08-24
FDKQX returned +13.23% year to date and +24.39% over one year to Jun 2026. Annualised returns are +19.19% over 3 years and +9.73% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $169, against $150 for the category, and to $124 over one year, against $118. Volatility over the past three years was 12.12% a year. In the 12 months to Jun 2026 the fund took in a net $91.2M, and assets reached $973.81M.
FDKQX Growth of $100
What $100 invested in Fidelity Advisor Freedom 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FDKQX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $169 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $159 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $228 | $187 |
FDKQX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.23% |
| 1 year | +24.39% |
| 3 years (annualised) | +19.19% |
| 5 years (annualised) | +9.73% |
FDKQX Annual Returns
Calendar-year total returns of Fidelity Advisor Freedom 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.23% |
| 2025 | +23.12% |
| 2024 | +13.61% |
| 2023 | +19.19% |
| 2022 | −18.30% |
| 2021 | +15.88% |
| 2020 | +17.47% |
| 2019 (Jul–Dec) | +8.64% |
FDKQX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +2.2% | −6.5% | +9.3% | +3.4% | +1.2% | — | — | — | — | — | — |
| 2025 | +3.8% | −0.1% | −3.0% | +0.7% | +5.7% | +4.7% | +0.9% | +2.2% | +3.2% | +1.6% | +0.1% | +1.7% |
| 2024 | +0.2% | +4.4% | +3.4% | −3.6% | +4.3% | +1.1% | +1.9% | +2.3% | +2.1% | −2.5% | +3.1% | −3.5% |
| 2023 | +7.7% | −3.3% | +2.2% | +1.1% | −1.3% | +4.9% | +3.2% | −2.9% | −3.9% | −3.2% | +8.6% | +5.5% |
| 2022 | −4.3% | −2.9% | +0.7% | −7.7% | +0.8% | −8.2% | +6.1% | −3.5% | −9.3% | +5.5% | +8.7% | −3.9% |
| 2021 | −0.1% | +3.1% | +2.1% | +3.9% | +1.9% | +0.8% | +0.1% | +2.3% | −3.6% | +4.6% | −3.1% | +3.2% |
| 2020 | −1.6% | −6.3% | −13.8% | +9.3% | +4.9% | +3.6% | +4.8% | +5.1% | −2.5% | −1.5% | +11.7% | +5.2% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.9% | +1.4% | +2.8% | +2.8% | +3.3% |
FDKQX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.12%
- 3-year Sharpe ratio: 1.21 (vs 4.5% risk-free rate)
- Best month: +9.32% (Apr 2026)
- Worst month: −6.52% (Mar 2026)
FDKQX Fund Flows
Monthly money in and out of Fidelity Advisor Freedom 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $91.2M
- 12-month gross sales (incl. reinvestments): $307.8M
- Sales ÷ redemptions: 1.42×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $23.7M | $24.0M | −$308K |
| May 2026 | $60.9M | $20.3M | $40.6M |
| Apr 2026 | $20.4M | $14.6M | $5.7M |
| Mar 2026 | $29.1M | $23.9M | $5.2M |
| Feb 2026 | $23.8M | $15.2M | $8.7M |
| Jan 2026 | $22.9M | $28.3M | −$5.4M |
| Dec 2025 | $34.0M | $17.5M | $16.5M |
| Nov 2025 | $16.4M | $10.6M | $5.9M |
| Oct 2025 | $17.9M | $15.4M | $2.5M |
| Sep 2025 | $25.4M | $22.1M | $3.4M |
| Aug 2025 | $16.3M | $12.4M | $3.9M |
| Jul 2025 | $16.9M | $12.4M | $4.5M |
FDKQX Assets Under Management
Net assets of Fidelity Advisor Freedom 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $973.81M |
| 2026-03-31 | $846.33M |
| 2025-12-31 | $846.66M |
| 2025-09-30 | $809.16M |
| 2025-06-30 | $749.54M |
| 2025-03-31 | $672.39M |
| 2024-12-31 | $652.24M |
| 2024-09-30 | $684.88M |
| 2024-06-30 | $640.95M |
| 2024-03-31 | $637.47M |
| 2023-12-31 | $572.07M |
| 2023-09-30 | $499.97M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.