All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-12-29💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
+10.51%
2026-06-18 |
+24.61%
2026-06-18 |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
+9.67%
2026-06-18 |
+22.97%
2026-06-18 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Tue 2009-12-29💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
+377.21%
+9.95%/yr |
+9.11%/yr
(R2=0.972) |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
+385.81%
+10.07%/yr |
+9.17%/yr
(R2=0.971) |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Tue 2009-12-29💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
$10,000.00
2009-12-29 |
$47,720.62
2026-06-18 |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
$10,000.00
2009-12-29 |
$48,580.63
2026-06-18 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Year | FBIFX | VFORX |
|---|---|---|
| 2026 (YTD) | +10.51% | +9.67% |
| 2025 | +19.88% | +18.77% |
| 2024 | +13.32% | +12.87% |
| 2023 | +19.37% | +18.35% |
| 2022 | −18.16% | −17.00% |
| 2021 | +15.88% | +14.55% |
| 2020 | +16.47% | +15.48% |
| 2019 | +25.95% | +23.86% |
| 2018 | −7.20% | −7.32% |
| 2017 | +20.58% | +20.72% |
| 2016 | +9.37% | +8.72% |
| 2015 | −1.49% | −1.56% |
| 2014 | +6.63% | +7.15% |
| 2013 | +18.68% | +24.36% |
| 2012 | +12.94% | +15.54% |
| 2011 | −2.42% | −2.52% |
| 2010 | +14.60% | +15.17% |
| 2009 | −0.65% | +28.32% |
| 2008 | — | −34.49% |
| 2007 | — | +7.46% |
| 2006 | — | +13.20% |
| Tue 2009-12-29💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
−0.41%
from 2026-06-02 peak |
−30.73%
2020-03-23 from 2020-02-12 peak |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
−0.40%
from 2026-06-02 peak |
−29.35%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FBIFX × | +24.61% |
+37.87% +17.42%/yr |
+59.55% +16.85%/yr |
+56.12% +9.32%/yr |
+200.33% +11.62%/yr |
|
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × | +22.97% |
+35.97% +16.61%/yr |
+56.53% +16.11%/yr |
+52.92% +8.87%/yr |
+183.83% +11.00%/yr |
|
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
