DRIKX vs. FIKFX
Compare and contrast key facts about Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
DRIKX is managed by Dimensional. It was launched on Nov 1, 2015. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
DRIKX vs. FIKFX - Performance Comparison
Loading graphics...
DRIKX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIKX Dimensional 2055 Target Date Retirement Income Fund | -1.28% | 19.29% | 17.19% | 21.26% | -15.32% | 21.28% | 14.20% | 25.63% | -9.16% | 21.59% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
Returns By Period
In the year-to-date period, DRIKX achieves a -1.28% return, which is significantly lower than FIKFX's -0.05% return. Over the past 10 years, DRIKX has outperformed FIKFX with an annualized return of 11.39%, while FIKFX has yielded a comparatively lower 3.93% annualized return.
DRIKX
- 1D
- 2.63%
- 1M
- -5.28%
- YTD
- -1.28%
- 6M
- 1.46%
- 1Y
- 19.54%
- 3Y*
- 16.26%
- 5Y*
- 9.79%
- 10Y*
- 11.39%
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DRIKX vs. FIKFX - Expense Ratio Comparison
DRIKX has a 0.22% expense ratio, which is higher than FIKFX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
DRIKX vs. FIKFX — Risk / Return Rank
DRIKX
FIKFX
DRIKX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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.
| DRIKX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.63 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.30 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.20 | -1.02 |
Martin ratioReturn relative to average drawdown | 5.46 | 9.11 | -3.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DRIKX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.63 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.53 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.90 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.96 | -0.23 |
Correlation
The correlation between DRIKX and FIKFX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DRIKX vs. FIKFX - Dividend Comparison
DRIKX's dividend yield for the trailing twelve months is around 1.50%, less than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 1.50% | 1.24% | 2.44% | 3.19% | 3.92% | 2.37% | 2.41% | 2.12% | 2.27% | 1.18% | 1.39% | 0.00% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
DRIKX vs. FIKFX - Drawdown Comparison
The maximum DRIKX drawdown since its inception was -33.48%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for DRIKX and FIKFX.
Loading graphics...
Drawdown Indicators
| DRIKX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.48% | -15.03% | -18.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -3.32% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -15.03% | -8.46% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -15.03% | -18.45% |
Current DrawdownCurrent decline from peak | -6.19% | -2.37% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -1.74% | -2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 0.80% | +2.20% |
Volatility
DRIKX vs. FIKFX - Volatility Comparison
Dimensional 2055 Target Date Retirement Income Fund (DRIKX) has a higher volatility of 5.32% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that DRIKX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DRIKX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 2.05% | +3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 2.85% | +5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.17% | 4.39% | +11.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 5.07% | +9.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 4.40% | +11.33% |