FBLTX vs. FTTHX
Compare and contrast key facts about Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and Fidelity Advisor Freedom 2035 Fund Class M (FTTHX).
FBLTX is managed by Fidelity. It was launched on Oct 8, 2015. FTTHX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBLTX or FTTHX.
Key characteristics
| FBLTX | FTTHX | |
|---|---|---|
| YTD Return | -2.92% | 12.87% |
| 1Y Return | 10.22% | 24.11% |
| 3Y Return (Ann) | -12.33% | -1.74% |
| 5Y Return (Ann) | -5.88% | 3.25% |
| Sharpe Ratio | 0.50 | 2.47 |
| Sortino Ratio | 0.80 | 3.55 |
| Omega Ratio | 1.09 | 1.45 |
| Calmar Ratio | 0.15 | 0.99 |
| Martin Ratio | 1.24 | 15.98 |
| Ulcer Index | 5.91% | 1.46% |
| Daily Std Dev | 14.77% | 9.45% |
| Max Drawdown | -51.05% | -53.47% |
| Current Drawdown | -42.77% | -5.12% |
Correlation
The correlation between FBLTX and FTTHX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FBLTX vs. FTTHX - Performance Comparison
In the year-to-date period, FBLTX achieves a -2.92% return, which is significantly lower than FTTHX's 12.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBLTX vs. FTTHX - Expense Ratio Comparison
FBLTX has a 0.03% expense ratio, which is lower than FTTHX's 1.21% expense ratio.
Risk-Adjusted Performance
FBLTX vs. FTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and Fidelity Advisor Freedom 2035 Fund Class M (FTTHX). 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
FBLTX vs. FTTHX - Dividend Comparison
FBLTX's dividend yield for the trailing twelve months is around 3.65%, more than FTTHX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.65% | 3.29% | 2.99% | 1.87% | 1.91% | 2.40% | 2.87% | 2.69% | 2.79% | 0.64% | 0.00% | 0.00% |
FTTHX Fidelity Advisor Freedom 2035 Fund Class M | 1.14% | 1.29% | 1.89% | 1.80% | 0.60% | 1.03% | 1.61% | 0.80% | 1.08% | 1.16% | 8.07% | 7.76% |
Drawdowns
FBLTX vs. FTTHX - Drawdown Comparison
The maximum FBLTX drawdown since its inception was -51.05%, roughly equal to the maximum FTTHX drawdown of -53.47%. Use the drawdown chart below to compare losses from any high point for FBLTX and FTTHX. For additional features, visit the drawdowns tool.
Volatility
FBLTX vs. FTTHX - Volatility Comparison
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a higher volatility of 4.91% compared to Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) at 2.50%. This indicates that FBLTX's price experiences larger fluctuations and is considered to be riskier than FTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.