Fidelity Target Date Funds Summary Page

for period ending May 31, 2025

More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.

Maximum Drawdown vs. Annual Return

● Fidelity Funds: Target Date ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Fidelity Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
Freedom Income	FFFAX	Asset Allocation	0.9%	3.9%	7.0%	*	*	*	*	*	*	*
Freedom Blend Income	FHBZX	Asset Allocation	0.7%	3.6%	6.7%	*	*	*	*	*	*	*
Freedom Index Income Investor	FIKFX	Asset Allocation	0.7%	3.1%	7.0%	*	*	*	*	*	*	*
Sustainable T Date Inc	FSUDX	Asset Allocation	0.7%	3.5%	6.4%	*	*	*	*	*	*	*