FATWX vs. FRQKX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FATWX vs. FRQKX - Performance Comparison
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FATWX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -0.37% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 6.67% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, FATWX achieves a -0.37% return, which is significantly lower than FRQKX's 0.27% return.
FATWX
- 1D
- 1.82%
- 1M
- -4.00%
- YTD
- -0.37%
- 6M
- 1.34%
- 1Y
- 12.97%
- 3Y*
- 10.14%
- 5Y*
- 4.53%
- 10Y*
- 7.36%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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FATWX vs. FRQKX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
FATWX vs. FRQKX — Risk / Return Rank
FATWX
FRQKX
FATWX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| FATWX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.73 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.95 | 2.42 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.37 | -0.47 |
Martin ratioReturn relative to average drawdown | 7.95 | 9.37 | -1.42 |
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
| FATWX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.73 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.47 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.70 | -0.23 |
Correlation
The correlation between FATWX and FRQKX is 0.91, 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
FATWX vs. FRQKX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 7.72%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.72% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FATWX vs. FRQKX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.44%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FATWX and FRQKX.
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Drawdown Indicators
| FATWX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.44% | -16.97% | -32.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -3.42% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -23.85% | -16.97% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | — | — |
Current DrawdownCurrent decline from peak | -4.68% | -2.45% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -3.95% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 0.86% | +0.84% |
Volatility
FATWX vs. FRQKX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class A (FATWX) has a higher volatility of 4.19% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that FATWX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATWX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 2.14% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 2.96% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.77% | 4.67% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.85% | 5.53% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.12% | 5.77% | +4.35% |