Correlation
The correlation between FATWX and TRRHX is 0.92, 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.
FATWX vs. TRRHX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FATWX or TRRHX.
Performance
FATWX vs. TRRHX - Performance Comparison
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Key characteristics
FATWX:
0.92
TRRHX:
0.74
FATWX:
1.23
TRRHX:
0.96
FATWX:
1.17
TRRHX:
1.14
FATWX:
0.97
TRRHX:
0.27
FATWX:
3.98
TRRHX:
2.36
FATWX:
2.13%
TRRHX:
2.62%
FATWX:
10.19%
TRRHX:
9.52%
FATWX:
-49.33%
TRRHX:
-53.06%
FATWX:
0.00%
TRRHX:
-15.47%
Returns By Period
In the year-to-date period, FATWX achieves a 5.31% return, which is significantly higher than TRRHX's 3.56% return. Over the past 10 years, FATWX has outperformed TRRHX with an annualized return of 5.97%, while TRRHX has yielded a comparatively lower 2.26% annualized return.
FATWX
5.31%
2.94%
2.24%
8.83%
6.39%
6.97%
5.97%
TRRHX
3.56%
2.51%
-0.72%
6.38%
1.86%
2.13%
2.26%
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FATWX vs. TRRHX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
FATWX vs. TRRHX — Risk-Adjusted Performance Rank
FATWX
TRRHX
FATWX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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.
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Dividends
FATWX vs. TRRHX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 6.64%, more than TRRHX's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 6.64% | 3.79% | 1.91% | 8.85% | 9.22% | 6.11% | 6.43% | 9.56% | 5.20% | 4.42% | 5.02% | 6.88% |
TRRHX T. Rowe Price Retirement 2025 Fund | 3.99% | 4.13% | 6.59% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 3.74% | 4.85% | 3.63% |
Drawdowns
FATWX vs. TRRHX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.33%, smaller than the maximum TRRHX drawdown of -53.06%. Use the drawdown chart below to compare losses from any high point for FATWX and TRRHX.
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Volatility
FATWX vs. TRRHX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and T. Rowe Price Retirement 2025 Fund (TRRHX) have volatilities of 2.06% and 2.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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