FCQTX vs. FAFEX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund (FCQTX) and Fidelity Advisor Freedom 2030 Fund Class A (FAFEX).
FCQTX is managed by American Funds. It was launched on Mar 26, 2020. FAFEX is managed by Fidelity. It was launched on Jul 24, 2003.
Performance
FCQTX vs. FAFEX - Performance Comparison
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FCQTX vs. FAFEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FCQTX American Funds 2065 Target Date Retirement Fund | -2.53% | 20.74% | 15.64% | 21.56% | -19.63% | 17.34% | 47.06% |
FAFEX Fidelity Advisor Freedom 2030 Fund Class A | 0.13% | 16.97% | 8.71% | 14.28% | -17.03% | 10.87% | 37.68% |
Returns By Period
In the year-to-date period, FCQTX achieves a -2.53% return, which is significantly lower than FAFEX's 0.13% return.
FCQTX
- 1D
- -0.15%
- 1M
- -4.33%
- YTD
- -2.53%
- 6M
- -0.42%
- 1Y
- 23.33%
- 3Y*
- 15.70%
- 5Y*
- 8.13%
- 10Y*
- —
FAFEX
- 1D
- 0.00%
- 1M
- -2.64%
- YTD
- 0.13%
- 6M
- 1.77%
- 1Y
- 17.12%
- 3Y*
- 11.16%
- 5Y*
- 5.17%
- 10Y*
- 8.48%
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FCQTX vs. FAFEX - Expense Ratio Comparison
FCQTX has a 0.01% expense ratio, which is lower than FAFEX's 0.91% expense ratio.
Return for Risk
FCQTX vs. FAFEX — Risk / Return Rank
FCQTX
FAFEX
FCQTX vs. FAFEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund (FCQTX) and Fidelity Advisor Freedom 2030 Fund Class A (FAFEX). 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.
| FCQTX | FAFEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.36 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.94 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.92 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.92 | 7.97 | -0.05 |
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
| FCQTX | FAFEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.36 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.49 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.43 | +0.56 |
Correlation
The correlation between FCQTX and FAFEX is 0.95, 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
FCQTX vs. FAFEX - Dividend Comparison
FCQTX's dividend yield for the trailing twelve months is around 4.79%, less than FAFEX's 7.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCQTX American Funds 2065 Target Date Retirement Fund | 4.79% | 4.67% | 2.80% | 1.99% | 3.96% | 1.54% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAFEX Fidelity Advisor Freedom 2030 Fund Class A | 7.27% | 7.28% | 2.76% | 1.72% | 8.89% | 9.42% | 6.37% | 6.75% | 10.72% | 5.44% | 4.66% | 3.90% |
Drawdowns
FCQTX vs. FAFEX - Drawdown Comparison
The maximum FCQTX drawdown since its inception was -27.34%, smaller than the maximum FAFEX drawdown of -53.79%. Use the drawdown chart below to compare losses from any high point for FCQTX and FAFEX.
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Drawdown Indicators
| FCQTX | FAFEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.34% | -53.79% | +26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.83% | -6.98% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -24.49% | -2.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.98% | — |
Current DrawdownCurrent decline from peak | -6.56% | -4.44% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -7.12% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 1.88% | +0.58% |
Volatility
FCQTX vs. FAFEX - Volatility Comparison
American Funds 2065 Target Date Retirement Fund (FCQTX) has a higher volatility of 5.46% compared to Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) at 4.46%. This indicates that FCQTX's price experiences larger fluctuations and is considered to be riskier than FAFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCQTX | FAFEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 4.46% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 6.68% | +2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 10.77% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 10.63% | +3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 11.47% | +3.61% |