All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FBIFX,VFORX,LEKAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2020-08-18šŸ’¬ to Fri 2026-05-29 YTD
Return 		1 Year
Return
FBIFX × 		+6.91%
2026-05-29 		+20.83%
2026-05-29
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund
VFORX × 		+6.26%
2026-05-29 		+19.38%
2026-05-29
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund
LEKAX × 		+5.96%
2026-05-29 		+18.18%
2026-05-29
BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund

Returns

Tue 2020-08-18šŸ’¬ to Fri 2026-05-29 Overall
Return 		Exponential
Trendline
FBIFX × 		+48.23%
+7.05%/yr 		+3.98%/yr
(R2=0.279)
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund
VFORX × 		+43.50%
+6.45%/yr 		+3.61%/yr
(R2=0.259)
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund
LEKAX × 		+47.61%
+6.97%/yr 		+4.10%/yr
(R2=0.304)
BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund

Growth of $10,000

Tue 2020-08-18šŸ’¬ to Fri 2026-05-29 Start
Value 		End
Value
FBIFX × 		$10,000.00
2020-08-18 		$14,822.60
2026-05-29
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund
VFORX × 		$10,000.00
2020-08-18 		$14,350.35
2026-05-29
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund
LEKAX × 		$10,000.00
2020-08-18 		$14,761.14
2026-05-29
BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund

Annual Returns

Year FBIFX VFORX LEKAX
2026 (YTD) +6.91% +6.26% +5.96%
2025 +16.76% +15.67% +14.08%
2024 +10.15% +9.70% +12.41%
2023 +15.50% +14.51% +14.82%
2022 āˆ’23.14% āˆ’22.04% āˆ’22.91%
2021 +8.27% +7.02% +9.99%
2020 +14.90% +13.93% +11.57%
2019 +23.14% +21.10% —
2018 āˆ’8.93% āˆ’9.05% —
2017 +18.08% +18.22% —
2016 +7.15% +6.52% —
2015 āˆ’2.20% āˆ’2.28% —
2014 +5.83% +6.35% —
2013 +16.92% +22.52% —
2012 +11.01% +13.57% —
2011 āˆ’5.23% āˆ’5.34% —
2010 +12.91% +13.47% —
2009 āˆ’0.64% +24.92% —
2008 — āˆ’34.55% —
2007 — +3.23% —
2006 — +13.65% —

Drawdowns

Tue 2020-08-18šŸ’¬ to Fri 2026-05-29 Current
Drawdown 		Worst
Drawdown
FBIFX × 		— āˆ’31.19%
2022-10-14
from 2021-11-08 peak
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund
VFORX × 		— āˆ’29.51%
2022-10-14
from 2021-11-08 peak
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund
LEKAX × 		— āˆ’29.85%
2022-10-14
from 2021-11-08 peak
BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FBIFX × 		+20.83% +32.60%
+15.16%/yr 		+51.04%
+14.69%/yr 		+24.54%
+4.49%/yr 		+112.75%
+7.84%/yr
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund
VFORX × 		+19.38% +30.75%
+14.36%/yr 		+47.93%
+13.90%/yr 		+22.25%
+4.10%/yr 		+101.12%
+7.23%/yr
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund
LEKAX × 		+18.18% +32.39%
+15.07%/yr 		+49.63%
+14.33%/yr 		+23.88%
+4.37%/yr 		—
BlackRock LifePath ESG Index 2040 Fund Investor A Mutual Fund