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FCIFX vs. URTRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCIFX vs. URTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) and USAA Target Retirement 2030 Fund (URTRX). The values are adjusted to include any dividend payments, if applicable.

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FCIFX vs. URTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCIFX
Fidelity Advisor Freedom 2010 Fund Class I
0.27%11.27%5.19%9.55%-13.19%5.44%10.90%14.74%-3.44%12.26%
URTRX
USAA Target Retirement 2030 Fund
0.38%14.78%8.09%13.98%-13.23%12.23%9.25%17.13%-6.98%16.14%

Returns By Period

In the year-to-date period, FCIFX achieves a 0.27% return, which is significantly lower than URTRX's 0.38% return. Over the past 10 years, FCIFX has underperformed URTRX with an annualized return of 5.44%, while URTRX has yielded a comparatively higher 7.49% annualized return.


FCIFX

1D
1.07%
1M
-2.41%
YTD
0.27%
6M
1.43%
1Y
8.81%
3Y*
7.29%
5Y*
3.06%
10Y*
5.44%

URTRX

1D
1.53%
1M
-3.35%
YTD
0.38%
6M
2.33%
1Y
13.74%
3Y*
10.83%
5Y*
5.75%
10Y*
7.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCIFX vs. URTRX - Expense Ratio Comparison

FCIFX has a 0.49% expense ratio, which is higher than URTRX's 0.03% expense ratio.


Return for Risk

FCIFX vs. URTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCIFX
FCIFX Risk / Return Rank: 8383
Overall Rank
FCIFX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FCIFX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FCIFX Omega Ratio Rank: 8181
Omega Ratio Rank
FCIFX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FCIFX Martin Ratio Rank: 8282
Martin Ratio Rank

URTRX
URTRX Risk / Return Rank: 8383
Overall Rank
URTRX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
URTRX Sortino Ratio Rank: 8383
Sortino Ratio Rank
URTRX Omega Ratio Rank: 8181
Omega Ratio Rank
URTRX Calmar Ratio Rank: 8282
Calmar Ratio Rank
URTRX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCIFX vs. URTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) and USAA Target Retirement 2030 Fund (URTRX). 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.


FCIFXURTRXDifference

Sharpe ratio

Return per unit of total volatility

1.63

1.58

+0.05

Sortino ratio

Return per unit of downside risk

2.30

2.25

+0.05

Omega ratio

Gain probability vs. loss probability

1.34

1.33

0.00

Calmar ratio

Return relative to maximum drawdown

2.26

2.11

+0.15

Martin ratio

Return relative to average drawdown

9.01

9.81

-0.79

FCIFX vs. URTRX - Sharpe Ratio Comparison

The current FCIFX Sharpe Ratio is 1.63, which is comparable to the URTRX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of FCIFX and URTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCIFXURTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.63

1.58

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.60

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.73

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.58

-0.03

Correlation

The correlation between FCIFX and URTRX is 0.93, 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

FCIFX vs. URTRX - Dividend Comparison

FCIFX's dividend yield for the trailing twelve months is around 5.14%, less than URTRX's 6.75% yield.


TTM20252024202320222021202020192018201720162015
FCIFX
Fidelity Advisor Freedom 2010 Fund Class I
5.14%5.15%2.72%2.62%7.32%9.05%6.04%5.98%9.07%6.67%4.58%4.02%
URTRX
USAA Target Retirement 2030 Fund
6.75%6.78%3.16%4.24%9.53%7.66%4.53%11.43%8.54%8.10%4.06%2.80%

Drawdowns

FCIFX vs. URTRX - Drawdown Comparison

The maximum FCIFX drawdown since its inception was -38.09%, which is greater than URTRX's maximum drawdown of -34.10%. Use the drawdown chart below to compare losses from any high point for FCIFX and URTRX.


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Drawdown Indicators


FCIFXURTRXDifference

Max Drawdown

Largest peak-to-trough decline

-38.09%

-34.10%

-3.99%

Max Drawdown (1Y)

Largest decline over 1 year

-4.03%

-6.63%

+2.60%

Max Drawdown (5Y)

Largest decline over 5 years

-18.34%

-19.52%

+1.18%

Max Drawdown (10Y)

Largest decline over 10 years

-18.34%

-23.56%

+5.22%

Current Drawdown

Current decline from peak

-2.83%

-3.84%

+1.01%

Average Drawdown

Average peak-to-trough decline

-3.99%

-4.19%

+0.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

1.43%

-0.42%

Volatility

FCIFX vs. URTRX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom 2010 Fund Class I (FCIFX) is 2.69%, while USAA Target Retirement 2030 Fund (URTRX) has a volatility of 3.55%. This indicates that FCIFX experiences smaller price fluctuations and is considered to be less risky than URTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCIFXURTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

3.55%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

3.68%

5.46%

-1.78%

Volatility (1Y)

Calculated over the trailing 1-year period

5.60%

8.89%

-3.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.34%

9.67%

-3.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.34%

10.33%

-3.99%