FUIPX Performance — Fidelity Freedom Index 2060 Fund, Premier Class
Data updated: 2026-08-24
FUIPX returned +11.79% year to date and +23.36% over one year to Jun 2026. Annualised returns are +18.25% over 3 years and +9.71% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $165, against $150 for the category, and to $123 over one year, against $118. Volatility over the past three years was 11.77% a year. In the 12 months to Jun 2026 the fund took in a net $2.6B, and assets reached $14.92B.
FUIPX Growth of $100
What $100 invested in Fidelity Freedom Index 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 | FUIPX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $123 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $165 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $159 | $143 |
| Since data start (Jul 2020 – Jun 2026) | $215 | $181 |
FUIPX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.79% |
| 1 year | +23.36% |
| 3 years (annualised) | +18.25% |
| 5 years (annualised) | +9.71% |
FUIPX Annual Returns
Calendar-year total returns of Fidelity Freedom Index 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.79% |
| 2025 | +21.49% |
| 2024 | +14.27% |
| 2023 | +19.99% |
| 2022 | −18.22% |
| 2021 | +15.95% |
| 2020 (Jul–Dec) | +21.98% |
FUIPX 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 | +2.9% | +1.9% | −6.1% | +8.7% | +4.5% | 0.0% | — | — | — | — | — | — |
| 2025 | +3.1% | +0.1% | −3.3% | +0.7% | +5.0% | +4.3% | +0.8% | +2.7% | +3.4% | +2.0% | +0.2% | +0.9% |
| 2024 | −0.1% | +3.9% | +3.0% | −3.6% | +4.2% | +1.6% | +2.2% | +2.3% | +2.1% | −2.5% | +3.6% | −2.9% |
| 2023 | +7.3% | −3.1% | +2.9% | +1.2% | −1.2% | +5.3% | +3.1% | −2.8% | −4.3% | −3.0% | +8.7% | +5.3% |
| 2022 | −4.4% | −2.7% | +1.2% | −7.8% | +0.4% | −7.6% | +6.5% | −3.9% | −9.2% | +5.4% | +8.3% | −4.3% |
| 2021 | −0.3% | +2.1% | +2.2% | +3.8% | +1.4% | +1.3% | +0.5% | +2.1% | −3.9% | +4.7% | −2.3% | +3.3% |
| 2020 | — | — | — | — | — | — | +4.7% | +5.2% | −2.8% | −2.1% | +11.4% | +4.4% |
FUIPX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.77%
- 3-year Sharpe ratio: 1.17 (vs 4.5% risk-free rate)
- Best month: +8.71% (Apr 2026)
- Worst month: −6.10% (Mar 2026)
FUIPX Fund Flows
Monthly money in and out of Fidelity Freedom Index 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $2.6B
- 12-month gross sales (incl. reinvestments): $6.5B
- Sales ÷ redemptions: 1.66×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $644.8M | $338.6M | $306.3M |
| May 2026 | $442.1M | $268.9M | $173.1M |
| Apr 2026 | $607.1M | $347.5M | $259.6M |
| Mar 2026 | $675.2M | $341.1M | $334.1M |
| Feb 2026 | $545.1M | $376.0M | $169.1M |
| Jan 2026 | $695.2M | $391.4M | $303.8M |
| Dec 2025 | $993.8M | $624.3M | $369.5M |
| Nov 2025 | $332.3M | $218.4M | $113.8M |
| Oct 2025 | $401.6M | $254.9M | $146.7M |
| Sep 2025 | $401.9M | $287.0M | $115.0M |
| Aug 2025 | $357.6M | $245.3M | $112.3M |
| Jul 2025 | $368.0M | $205.9M | $162.1M |
FUIPX Assets Under Management
Net assets of Fidelity Freedom Index 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $14.92B |
| 2026-03-31 | $12.46B |
| 2025-12-31 | $11.86B |
| 2025-09-30 | $11.11B |
| 2025-06-30 | $10.00B |
| 2025-03-31 | $8.65B |
| 2024-12-31 | $8.27B |
| 2024-09-30 | $8.04B |
| 2024-06-30 | $7.18B |
| 2024-03-31 | $6.66B |
| 2023-12-31 | $5.81B |
| 2023-09-30 | $4.91B |
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.