FAFFX vs. FELIX
Compare and contrast key facts about Fidelity Advisor Freedom 2040 Fund Class A (FAFFX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
FAFFX is managed by Fidelity. It was launched on Jul 24, 2003. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAFFX or FELIX.
Performance
FAFFX vs. FELIX - Performance Comparison
Returns By Period
In the year-to-date period, FAFFX achieves a 15.35% return, which is significantly lower than FELIX's 39.71% return. Over the past 10 years, FAFFX has underperformed FELIX with an annualized return of 3.62%, while FELIX has yielded a comparatively higher 21.07% annualized return.
FAFFX
15.35%
0.98%
6.48%
22.05%
4.21%
3.62%
FELIX
39.71%
-3.78%
-1.57%
48.82%
27.18%
21.07%
Key characteristics
| FAFFX | FELIX | |
|---|---|---|
| Sharpe Ratio | 2.05 | 1.37 |
| Sortino Ratio | 2.84 | 1.89 |
| Omega Ratio | 1.37 | 1.24 |
| Calmar Ratio | 1.08 | 2.02 |
| Martin Ratio | 13.02 | 5.60 |
| Ulcer Index | 1.69% | 8.71% |
| Daily Std Dev | 10.75% | 35.47% |
| Max Drawdown | -54.44% | -71.17% |
| Current Drawdown | -2.95% | -10.59% |
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FAFFX vs. FELIX - Expense Ratio Comparison
FAFFX has a 1.00% expense ratio, which is higher than FELIX's 0.75% expense ratio.
Correlation
The correlation between FAFFX and FELIX is 0.75, 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.
Risk-Adjusted Performance
FAFFX vs. FELIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2040 Fund Class A (FAFFX) and Fidelity Advisor Semiconductors Fund Class I (FELIX). 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.
Dividends
FAFFX vs. FELIX - Dividend Comparison
FAFFX's dividend yield for the trailing twelve months is around 0.97%, while FELIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAFFX Fidelity Advisor Freedom 2040 Fund Class A | 0.97% | 1.12% | 1.77% | 1.92% | 0.67% | 1.12% | 1.75% | 0.95% | 1.26% | 3.97% | 8.36% | 8.00% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.34% | 0.89% | 0.75% | 0.44% | 10.62% | 0.11% | 0.00% |
Drawdowns
FAFFX vs. FELIX - Drawdown Comparison
The maximum FAFFX drawdown since its inception was -54.44%, smaller than the maximum FELIX drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FAFFX and FELIX. For additional features, visit the drawdowns tool.
Volatility
FAFFX vs. FELIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2040 Fund Class A (FAFFX) is 2.93%, while Fidelity Advisor Semiconductors Fund Class I (FELIX) has a volatility of 9.33%. This indicates that FAFFX experiences smaller price fluctuations and is considered to be less risky than FELIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.