FCLSX vs. FBIFX

In the year-to-date period, FCLSX achieves a 3.57% return, which is significantly lower than FBIFX's 4.17% return.

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FCLSX has a 0.00% expense ratio, which is lower than FBIFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2040 Fund (FCLSX) and Fidelity Freedom Index 2040 Fund Investor Class (FBIFX). 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.

The current FCLSX Sharpe Ratio is 0.47, which is lower than the FBIFX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of FCLSX and FBIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCLSX's dividend yield for the trailing twelve months is around 2.21%, more than FBIFX's 2.09% yield.

The maximum FCLSX drawdown since its inception was -31.28%, roughly equal to the maximum FBIFX drawdown of -30.73%. Use the drawdown chart below to compare losses from any high point for FCLSX and FBIFX. For additional features, visit the drawdowns tool.

Fidelity Flex Freedom Blend 2040 Fund (FCLSX) has a higher volatility of 4.17% compared to Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) at 3.81%. This indicates that FCLSX's price experiences larger fluctuations and is considered to be riskier than FBIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.