AAMTX vs. FHFAX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Fidelity Advisor Freedom 2055 Fund Class A (FHFAX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. FHFAX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
AAMTX vs. FHFAX - Performance Comparison
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AAMTX vs. FHFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -5.89% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | -4.07% | 22.74% | 13.42% | 18.88% | -18.20% | 15.74% | 17.26% | 26.38% | -8.52% | 21.37% |
Returns By Period
In the year-to-date period, AAMTX achieves a -5.89% return, which is significantly lower than FHFAX's -4.07% return. Both investments have delivered pretty close results over the past 10 years, with AAMTX having a 10.50% annualized return and FHFAX not far behind at 10.36%.
AAMTX
- 1D
- -0.39%
- 1M
- -9.30%
- YTD
- -5.89%
- 6M
- -2.93%
- 1Y
- 15.41%
- 3Y*
- 14.11%
- 5Y*
- 7.32%
- 10Y*
- 10.50%
FHFAX
- 1D
- -0.30%
- 1M
- -9.37%
- YTD
- -4.07%
- 6M
- -0.97%
- 1Y
- 17.20%
- 3Y*
- 14.31%
- 5Y*
- 7.40%
- 10Y*
- 10.36%
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AAMTX vs. FHFAX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than FHFAX's 1.00% expense ratio.
Return for Risk
AAMTX vs. FHFAX — Risk / Return Rank
AAMTX
FHFAX
AAMTX vs. FHFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Fidelity Advisor Freedom 2055 Fund Class A (FHFAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAMTX | FHFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.09 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.57 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.37 | -0.05 |
Martin ratioReturn relative to average drawdown | 5.77 | 6.04 | -0.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAMTX | FHFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.09 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.68 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.11 |
Correlation
The correlation between AAMTX and FHFAX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAMTX vs. FHFAX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 6.05%, more than FHFAX's 5.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 6.05% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | 5.41% | 5.19% | 1.28% | 1.57% | 10.67% | 9.08% | 4.81% | 6.33% | 9.98% | 3.29% | 4.16% | 4.12% |
Drawdowns
AAMTX vs. FHFAX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum FHFAX drawdown of -31.27%. Use the drawdown chart below to compare losses from any high point for AAMTX and FHFAX.
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Drawdown Indicators
| AAMTX | FHFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -31.27% | +1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -11.13% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -27.45% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -31.27% | +1.95% |
Current DrawdownCurrent decline from peak | -9.71% | -9.91% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -4.82% | +0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.53% | -0.21% |
Volatility
AAMTX vs. FHFAX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 4.58%, while Fidelity Advisor Freedom 2055 Fund Class A (FHFAX) has a volatility of 5.62%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than FHFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAMTX | FHFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.62% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 9.48% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 15.78% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 14.77% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 15.39% | -0.44% |