FATWX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Fidelity 500 Index Fund (FXAIX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FATWX vs. FXAIX - Performance Comparison
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FATWX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -2.15% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FATWX achieves a -2.15% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FATWX has underperformed FXAIX with an annualized return of 7.17%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FATWX
- 1D
- 0.08%
- 1M
- -6.25%
- YTD
- -2.15%
- 6M
- -0.25%
- 1Y
- 11.39%
- 3Y*
- 9.48%
- 5Y*
- 4.35%
- 10Y*
- 7.17%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FATWX vs. FXAIX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FATWX vs. FXAIX — Risk / Return Rank
FATWX
FXAIX
FATWX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.84 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.30 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.05 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.45 | 5.13 | +1.32 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.84 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.68 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.75 | -0.30 |
Correlation
The correlation between FATWX and FXAIX 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. FXAIX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 7.86%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.86% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FATWX vs. FXAIX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.44%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FATWX and FXAIX.
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Drawdown Indicators
| FATWX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.44% | -33.79% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -12.13% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.85% | -24.50% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -33.79% | +9.94% |
Current DrawdownCurrent decline from peak | -6.38% | -8.89% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -3.83% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.50% | -0.83% |
Volatility
FATWX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) is 3.64%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FATWX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATWX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 4.24% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 5.79% | 9.08% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.63% | 18.13% | -8.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 16.88% | -7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.10% | 18.03% | -7.93% |