FDKVX Performance — Fidelity Freedom 2060 Fund

Data updated: 2026-08-24

FDKVX returned +14.45% year to date and +27.07% over one year to Jun 2026. Annualised returns are +20.01% over 3 years and +10.42% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $173, against $150 for the category, and to $127 over one year, against $118. Volatility over the past three years was 12.15% a year. In the 12 months to Jun 2026 the fund took in a net $1.2B, and assets reached $9.65B.

FDKVX Growth of $100

What $100 invested in Fidelity 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.

PeriodFDKVXCategory average
1 year (Jul 2025 – Jun 2026)$127$118
3 years (Jul 2023 – Jun 2026)$173$150
5 years (Jul 2021 – Jun 2026)$164$143
Since data start (Jul 2019 – Jun 2026)$239$187

FDKVX Trailing Returns

Total returns to Jun 2026, from SEC N-PORT.

PeriodTotal return
YTD+14.45%
1 year+27.07%
3 years (annualised)+20.01%
5 years (annualised)+10.42%

FDKVX Annual Returns

Calendar-year total returns of Fidelity Freedom 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jun)+14.45%
2025+23.78%
2024+14.04%
2023+20.47%
2022−18.26%
2021+16.51%
2020+18.13%
2019 (Jul–Dec)+9.14%

FDKVX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+3.8%+2.3%−6.4%+9.5%+3.6%+1.4%——————
2025+3.5%−0.2%−3.2%+0.8%+5.6%+4.8%+0.9%+2.4%+3.5%+1.8%+0.1%+1.8%
2024+0.1%+4.5%+3.5%−3.6%+4.4%+1.2%+1.8%+2.1%+2.0%−2.4%+3.3%−3.2%
2023+8.0%−3.3%+2.4%+1.3%−0.9%+4.9%+3.3%−2.9%−4.0%−3.0%+8.5%+5.6%
2022−4.1%−2.9%+0.7%−7.5%+0.7%−8.5%+6.3%−3.5%−9.3%+5.5%+8.8%−4.2%
2021+0.1%+3.3%+2.3%+3.8%+2.1%+0.8%−0.1%+2.2%−3.3%+4.4%−2.9%+3.1%
2020−1.9%−6.3%−13.7%+9.5%+5.1%+3.4%+4.8%+5.3%−2.2%−1.5%+12.0%+5.2%
2019——————+0.1%−2.1%+1.6%+2.8%+2.9%+3.6%

FDKVX Risk

Risk measures from monthly returns over Jul 2023 – Jun 2026.

  • 3-year volatility (annualised): 12.15%
  • 3-year Sharpe ratio: 1.28 (vs 4.5% risk-free rate)
  • Best month: +9.47% (Apr 2026)
  • Worst month: −6.37% (Mar 2026)

FDKVX Fund Flows

Monthly money in and out of Fidelity Freedom 2060 Fund, from SEC Form N-PORT.

  • 12-month net flow: $1.2B
  • 12-month gross sales (incl. reinvestments): $3.8B
  • Sales ÷ redemptions: 1.45×
MonthSalesRedemptionsNet flow
Jun 2026$727.1M$759.9M−$32.9M
May 2026$582.1M$164.4M$417.7M
Apr 2026$238.2M$177.3M$60.9M
Mar 2026$261.1M$138.7M$122.4M
Feb 2026$238.1M$110.7M$127.5M
Jan 2026$311.9M$242.2M$69.8M
Dec 2025$359.2M$168.2M$191.1M
Nov 2025$179.0M$111.3M$67.6M
Oct 2025$189.8M$224.1M−$34.3M
Sep 2025$222.7M$104.9M$117.8M
Aug 2025$184.5M$143.1M$41.4M
Jul 2025$351.7M$301.1M$50.6M

FDKVX Assets Under Management

Net assets of Fidelity Freedom 2060 Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-06-30$9.65B
2026-03-31$8.26B
2025-12-31$7.99B
2025-09-30$7.62B
2025-06-30$6.92B
2025-03-31$6.02B
2024-12-31$5.88B
2024-09-30$6.26B
2024-06-30$5.87B
2024-03-31$5.58B
2023-12-31$5.10B
2023-09-30$4.41B

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.