FHTKX Performance — Fidelity Freedom 2040 Fund, Class K6
Data updated: 2026-08-24
FHTKX returned +12.79% year to date and +24.29% over one year to Jun 2026. Annualised returns are +18.77% over 3 years and +9.77% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $168, against $150 for the category, and to $124 over one year, against $118. Volatility over the past three years was 11.39% a year. In the 12 months to Jun 2026 the fund took in a net $1.4B, and assets reached $36.65B.
FHTKX Growth of $100
What $100 invested in Fidelity Freedom 2040 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FHTKX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $168 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $159 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $233 | $187 |
FHTKX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.79% |
| 1 year | +24.29% |
| 3 years (annualised) | +18.77% |
| 5 years (annualised) | +9.77% |
FHTKX Annual Returns
Calendar-year total returns of Fidelity Freedom 2040 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.79% |
| 2025 | +22.32% |
| 2024 | +13.61% |
| 2023 | +20.25% |
| 2022 | −18.06% |
| 2021 | +16.70% |
| 2020 | +18.52% |
| 2019 (Jul–Dec) | +9.19% |
FHTKX 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 | +3.4% | +2.4% | −5.8% | +8.2% | +3.2% | +1.3% | — | — | — | — | — | — |
| 2025 | +3.3% | 0.0% | −2.9% | +0.7% | +5.2% | +4.5% | +0.8% | +2.3% | +3.3% | +1.8% | +0.1% | +1.6% |
| 2024 | +0.2% | +4.2% | +3.3% | −3.5% | +4.2% | +1.2% | +1.8% | +2.1% | +1.9% | −2.4% | +3.1% | −3.0% |
| 2023 | +7.9% | −3.2% | +2.5% | +1.3% | −0.9% | +4.8% | +3.2% | −2.7% | −4.0% | −3.0% | +8.5% | +5.4% |
| 2022 | −4.0% | −2.9% | +0.6% | −7.5% | +0.8% | −8.5% | +6.2% | −3.5% | −9.1% | +5.4% | +8.7% | −4.1% |
| 2021 | +0.1% | +3.3% | +2.2% | +3.9% | +2.1% | +0.9% | −0.2% | +2.2% | −3.3% | +4.4% | −2.8% | +3.0% |
| 2020 | −1.9% | −6.3% | −13.7% | +9.6% | +5.1% | +3.5% | +4.8% | +5.3% | −2.2% | −1.5% | +12.0% | +5.3% |
| 2019 | — | — | — | — | — | — | +0.1% | −2.1% | +1.6% | +2.8% | +2.9% | +3.6% |
FHTKX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.39%
- 3-year Sharpe ratio: 1.25 (vs 4.5% risk-free rate)
- Best month: +8.52% (Nov 2023)
- Worst month: −5.75% (Mar 2026)
FHTKX Fund Flows
Monthly money in and out of Fidelity Freedom 2040 Fund, from SEC Form N-PORT.
- 12-month net flow: $1.4B
- 12-month gross sales (incl. reinvestments): $10.0B
- Sales ÷ redemptions: 1.16×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.7B | $1.9B | −$239.9M |
| May 2026 | $1.9B | $581.1M | $1.3B |
| Apr 2026 | $595.7M | $628.9M | −$33.2M |
| Mar 2026 | $511.2M | $478.8M | $32.5M |
| Feb 2026 | $539.0M | $438.9M | $100.1M |
| Jan 2026 | $605.7M | $654.4M | −$48.7M |
| Dec 2025 | $1.4B | $660.2M | $773.8M |
| Nov 2025 | $388.4M | $401.2M | −$12.9M |
| Oct 2025 | $451.1M | $998.0M | −$546.9M |
| Sep 2025 | $498.6M | $385.0M | $113.5M |
| Aug 2025 | $404.7M | $457.9M | −$53.2M |
| Jul 2025 | $957.6M | $1.0B | −$49.7M |
FHTKX Assets Under Management
Net assets of Fidelity Freedom 2040 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $36.65B |
| 2026-03-31 | $32.68B |
| 2025-12-31 | $32.69B |
| 2025-09-30 | $32.29B |
| 2025-06-30 | $30.30B |
| 2025-03-31 | $27.52B |
| 2024-12-31 | $28.09B |
| 2024-09-30 | $30.17B |
| 2024-06-30 | $29.26B |
| 2024-03-31 | $28.84B |
| 2023-12-31 | $27.63B |
| 2023-09-30 | $24.74B |
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.