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.
Performance
FAFFX vs. FELIX - Performance Comparison
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FAFFX vs. FELIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAFFX Fidelity Advisor Freedom 2040 Fund Class A | -3.44% | 21.14% | 12.60% | 18.39% | -18.31% | 15.78% | 17.18% | 26.41% | -8.48% | 21.35% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.34% | 45.25% | 44.10% | 75.49% | -34.88% | 57.89% | 44.02% | 64.21% | -12.52% | 34.54% |
Returns By Period
In the year-to-date period, FAFFX achieves a -3.44% return, which is significantly lower than FELIX's 0.34% return. Over the past 10 years, FAFFX has underperformed FELIX with an annualized return of 10.15%, while FELIX has yielded a comparatively higher 29.99% annualized return.
FAFFX
- 1D
- -0.17%
- 1M
- -8.40%
- YTD
- -3.44%
- 6M
- -0.64%
- 1Y
- 16.21%
- 3Y*
- 13.64%
- 5Y*
- 6.99%
- 10Y*
- 10.15%
FELIX
- 1D
- -4.25%
- 1M
- -9.99%
- YTD
- 0.34%
- 6M
- 8.31%
- 1Y
- 77.58%
- 3Y*
- 38.40%
- 5Y*
- 28.12%
- 10Y*
- 29.99%
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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.
Return for Risk
FAFFX vs. FELIX — Risk / Return Rank
FAFFX
FELIX
FAFFX vs. FELIX - Risk-Adjusted Trends 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.
| FAFFX | FELIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.94 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.55 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.36 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 4.18 | -2.76 |
Martin ratioReturn relative to average drawdown | 6.31 | 15.94 | -9.63 |
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
| FAFFX | FELIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.94 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.75 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.88 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.40 | +0.02 |
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.
Dividends
FAFFX vs. FELIX - Dividend Comparison
FAFFX's dividend yield for the trailing twelve months is around 7.34%, more than FELIX's 6.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAFFX Fidelity Advisor Freedom 2040 Fund Class A | 7.34% | 7.09% | 2.61% | 1.16% | 10.83% | 9.81% | 5.79% | 6.93% | 11.85% | 5.16% | 4.77% | 4.04% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 6.49% | 6.51% | 6.44% | 3.15% | 3.09% | 4.14% | 4.43% | 1.04% | 19.34% | 9.50% | 0.55% | 10.37% |
Drawdowns
FAFFX vs. FELIX - Drawdown Comparison
The maximum FAFFX drawdown since its inception was -56.14%, 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.
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Drawdown Indicators
| FAFFX | FELIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.14% | -71.17% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.27% | -17.09% | +6.82% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -46.02% | +18.61% |
Max Drawdown (10Y)Largest decline over 10 years | -31.28% | -46.02% | +14.74% |
Current DrawdownCurrent decline from peak | -8.87% | -14.65% | +5.78% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -21.27% | +13.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 4.49% | -2.18% |
Volatility
FAFFX vs. FELIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2040 Fund Class A (FAFFX) is 5.05%, while Fidelity Advisor Semiconductors Fund Class I (FELIX) has a volatility of 10.51%. 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.
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Volatility by Period
| FAFFX | FELIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 10.51% | -5.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 24.76% | -16.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 39.67% | -25.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 37.96% | -23.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 34.34% | -19.21% |