FWLSX Performance — Fidelity Flex Freedom Blend 2060 Fund
Data updated: 2026-08-24
FWLSX returned +14.42% year to date and +26.78% over one year to Jun 2026. Annualised returns are +19.73% over 3 years and +10.42% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $172, against $150 for the category, and to $127 over one year, against $118. Volatility over the past three years was 12.16% a year. In the 12 months to Jun 2026 the fund took in a net $1.3M, and assets reached $31.96M.
FWLSX Growth of $100
What $100 invested in Fidelity Flex Freedom Blend 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 | FWLSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $127 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $172 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $164 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $238 | $187 |
FWLSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.42% |
| 1 year | +26.78% |
| 3 years (annualised) | +19.73% |
| 5 years (annualised) | +10.42% |
FWLSX Annual Returns
Calendar-year total returns of Fidelity Flex Freedom Blend 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +14.42% |
| 2025 | +22.77% |
| 2024 | +14.13% |
| 2023 | +21.02% |
| 2022 | −18.57% |
| 2021 | +16.82% |
| 2020 | +18.41% |
| 2019 (Jul–Dec) | +9.11% |
FWLSX 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 | +3.6% | +2.4% | −6.3% | +9.5% | +3.9% | +1.2% | — | — | — | — | — | — |
| 2025 | +3.4% | −0.1% | −3.1% | +0.5% | +5.4% | +4.6% | +0.9% | +2.6% | +3.5% | +1.7% | +0.1% | +1.6% |
| 2024 | 0.0% | +4.2% | +3.4% | −3.5% | +4.3% | +1.2% | +2.0% | +2.0% | +2.1% | −2.4% | +3.6% | −3.2% |
| 2023 | +8.0% | −3.2% | +2.7% | +1.2% | −1.1% | +5.1% | +3.4% | −2.9% | −4.2% | −3.1% | +8.8% | +5.6% |
| 2022 | −4.3% | −3.0% | +0.8% | −7.6% | +0.4% | −8.3% | +6.6% | −3.6% | −9.3% | +5.3% | +8.9% | −4.2% |
| 2021 | −0.1% | +3.0% | +2.2% | +3.9% | +1.8% | +1.1% | +0.1% | +2.2% | −3.4% | +4.6% | −2.8% | +3.2% |
| 2020 | −1.4% | −6.5% | −13.7% | +9.3% | +5.0% | +3.5% | +5.0% | +5.4% | −2.4% | −1.6% | +12.0% | +5.2% |
| 2019 | — | — | — | — | — | — | +0.1% | −2.1% | +1.8% | +2.8% | +2.8% | +3.5% |
FWLSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.16%
- 3-year Sharpe ratio: 1.25 (vs 4.5% risk-free rate)
- Best month: +9.52% (Apr 2026)
- Worst month: −6.30% (Mar 2026)
FWLSX Fund Flows
Monthly money in and out of Fidelity Flex Freedom Blend 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $1.3M
- 12-month gross sales (incl. reinvestments): $18.3M
- Sales ÷ redemptions: 1.08×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.5M | $3.8M | −$2.3M |
| May 2026 | $2.0M | $2.5M | −$480K |
| Apr 2026 | $1.6M | $1.0M | $555K |
| Mar 2026 | $1.5M | $1.2M | $278K |
| Feb 2026 | $1.7M | $1.6M | $168K |
| Jan 2026 | $1.6M | $1.1M | $533K |
| Dec 2025 | $2.4M | $545K | $1.9M |
| Nov 2025 | $1.3M | $2.7M | −$1.4M |
| Oct 2025 | $1.2M | $766K | $467K |
| Sep 2025 | $1.2M | $838K | $326K |
| Aug 2025 | $1.2M | $356K | $841K |
| Jul 2025 | $1.1M | $645K | $469K |
FWLSX Assets Under Management
Net assets of Fidelity Flex Freedom Blend 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $31.96M |
| 2026-03-31 | $30.30M |
| 2025-12-31 | $29.51M |
| 2025-09-30 | $28.29M |
| 2025-06-30 | $24.83M |
| 2025-03-31 | $20.90M |
| 2024-12-31 | $19.55M |
| 2024-09-30 | $20.34M |
| 2024-06-30 | $17.59M |
| 2024-03-31 | $16.56M |
| 2023-12-31 | $14.60M |
| 2023-09-30 | $13.18M |
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.