FCFFX vs. VFORX
Compare and contrast key facts about Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) and Vanguard Target Retirement 2040 Fund (VFORX).
FCFFX is managed by Fidelity. It was launched on Jul 24, 2003. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
FCFFX vs. VFORX - Performance Comparison
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FCFFX vs. VFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCFFX Fidelity Advisor Freedom 2040 Fund Class C | -3.58% | 20.23% | 11.76% | 17.50% | -18.93% | 14.90% | 16.35% | 25.42% | -9.19% | 20.51% |
VFORX Vanguard Target Retirement 2040 Fund | -3.32% | 18.77% | 12.90% | 18.56% | -17.00% | 14.55% | 15.48% | 23.86% | -7.32% | 18.45% |
Returns By Period
In the year-to-date period, FCFFX achieves a -3.58% return, which is significantly lower than VFORX's -3.32% return. Both investments have delivered pretty close results over the past 10 years, with FCFFX having a 9.33% annualized return and VFORX not far ahead at 9.48%.
FCFFX
- 1D
- -0.18%
- 1M
- -8.42%
- YTD
- -3.58%
- 6M
- -1.01%
- 1Y
- 15.34%
- 3Y*
- 12.80%
- 5Y*
- 6.20%
- 10Y*
- 9.33%
VFORX
- 1D
- -0.14%
- 1M
- -7.37%
- YTD
- -3.32%
- 6M
- -0.71%
- 1Y
- 15.06%
- 3Y*
- 13.11%
- 5Y*
- 7.08%
- 10Y*
- 9.48%
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FCFFX vs. VFORX - Expense Ratio Comparison
FCFFX has a 1.75% expense ratio, which is higher than VFORX's 0.08% expense ratio.
Return for Risk
FCFFX vs. VFORX — Risk / Return Rank
FCFFX
VFORX
FCFFX vs. VFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) and Vanguard Target Retirement 2040 Fund (VFORX). 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.
| FCFFX | VFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.22 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.76 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.55 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.90 | 7.04 | -1.13 |
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
| FCFFX | VFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.22 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.70 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.46 | -0.09 |
Correlation
The correlation between FCFFX and VFORX is 0.98, 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
FCFFX vs. VFORX - Dividend Comparison
FCFFX's dividend yield for the trailing twelve months is around 7.25%, more than VFORX's 2.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFFX Fidelity Advisor Freedom 2040 Fund Class C | 7.25% | 6.99% | 2.18% | 0.70% | 10.63% | 9.51% | 5.52% | 6.57% | 11.46% | 4.73% | 4.30% | 3.94% |
VFORX Vanguard Target Retirement 2040 Fund | 2.86% | 2.77% | 2.86% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 0.04% | 2.40% | 2.99% |
Drawdowns
FCFFX vs. VFORX - Drawdown Comparison
The maximum FCFFX drawdown since its inception was -56.57%, which is greater than VFORX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FCFFX and VFORX.
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Drawdown Indicators
| FCFFX | VFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -51.63% | -4.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.26% | -8.88% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -24.32% | -3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -29.35% | -1.96% |
Current DrawdownCurrent decline from peak | -8.92% | -7.70% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -6.82% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.96% | +0.36% |
Volatility
FCFFX vs. VFORX - Volatility Comparison
Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) has a higher volatility of 5.04% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 4.11%. This indicates that FCFFX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCFFX | VFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 4.11% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.45% | 7.24% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 12.42% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 12.35% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 13.64% | +1.48% |