All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2020-08-18? to Wed 2026-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
−1.61%
2026-04-01 |
2.832 TRR
2026-04-01 |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
−1.45%
2026-04-01 |
2.813 TRR
2026-04-01 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| LEKAX × |
−1.62%
2026-04-01 |
1.371 TRR
2026-04-01 |
||||
| BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund | ||||||
| Tue 2020-08-18? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
+36.42%
+5.68%/yr |
+3.57%/yr
(R2=0.231) |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
+33.08%
+5.22%/yr |
+3.21%/yr
(R2=0.211) |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| LEKAX × |
+37.10%
+5.78%/yr |
+3.72%/yr
(R2=0.257) |
||||
| BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund | ||||||
| Tue 2020-08-18? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FBIFX × |
$10,000.00
2020-08-18 |
$13,642.42
2026-04-01 |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × |
$10,000.00
2020-08-18 |
$13,308.37
2026-04-01 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| LEKAX × |
$10,000.00
2020-08-18 |
$13,709.98
2026-04-01 |
||||
| BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund | ||||||
| Year | FBIFX | VFORX | LEKAX |
|---|---|---|---|
| 2026 (YTD) | −1.61% | −1.45% | −1.62% |
| 2025 | +16.73% | +15.67% | +14.11% |
| 2024 | +10.14% | +9.70% | +12.39% |
| 2023 | +15.54% | +14.54% | +14.83% |
| 2022 | −23.14% | −22.06% | −22.93% |
| 2021 | +8.27% | +7.04% | +10.04% |
| 2020 | +14.91% | +13.93% | +11.58% |
| 2019 | +23.16% | +21.11% | — |
| 2018 | −8.96% | −9.07% | — |
| 2017 | +18.05% | +18.24% | — |
| 2016 | +7.19% | +6.49% | — |
| 2015 | −2.23% | −2.26% | — |
| 2014 | +5.87% | +6.35% | — |
| 2013 | +16.89% | +22.51% | — |
| 2012 | +11.05% | +13.55% | — |
| 2011 | −5.28% | −5.30% | — |
| 2010 | +12.91% | +13.44% | — |
| 2009 | −0.59% | +24.96% | — |
| 2008 | — | −34.55% | — |
| 2007 | — | +3.23% | — |
| 2006 | — | +13.62% | — |
| Tue 2020-08-18? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FBIFX × | −5.47% |
−31.19%
2022-10-14 |
||||
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | ||||||
| VFORX × | −5.17% |
−29.52%
2022-10-14 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| LEKAX × | −5.15% |
−29.85%
2022-10-14 |
||||
| BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund | ||||||