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FCTKX vs. VFIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCTKX vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

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FCTKX vs. VFIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCTKX
Fidelity Freedom 2055 Fund Class K6
-3.47%24.06%14.41%20.84%-18.09%16.86%18.53%25.67%-8.66%9.78%
VFIFX
Vanguard Target Retirement 2050 Fund
-3.95%21.42%14.45%20.39%-17.48%16.42%16.40%24.99%-7.89%8.12%

Returns By Period

In the year-to-date period, FCTKX achieves a -3.47% return, which is significantly higher than VFIFX's -3.95% return.


FCTKX

1D
-0.33%
1M
-9.19%
YTD
-3.47%
6M
0.24%
1Y
19.68%
3Y*
15.62%
5Y*
8.42%
10Y*

VFIFX

1D
-0.28%
1M
-8.41%
YTD
-3.95%
6M
-1.01%
1Y
17.29%
3Y*
14.65%
5Y*
8.11%
10Y*
10.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCTKX vs. VFIFX - Expense Ratio Comparison

FCTKX has a 0.50% expense ratio, which is higher than VFIFX's 0.08% expense ratio.


Return for Risk

FCTKX vs. VFIFX — Risk / Return Rank

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

FCTKX
FCTKX Risk / Return Rank: 7070
Overall Rank
FCTKX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FCTKX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FCTKX Omega Ratio Rank: 7171
Omega Ratio Rank
FCTKX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FCTKX Martin Ratio Rank: 7171
Martin Ratio Rank

VFIFX
VFIFX Risk / Return Rank: 6969
Overall Rank
VFIFX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VFIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VFIFX Omega Ratio Rank: 6868
Omega Ratio Rank
VFIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VFIFX Martin Ratio Rank: 7373
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.

FCTKX vs. VFIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.


FCTKXVFIFXDifference

Sharpe ratio

Return per unit of total volatility

1.23

1.17

+0.05

Sortino ratio

Return per unit of downside risk

1.76

1.70

+0.06

Omega ratio

Gain probability vs. loss probability

1.26

1.25

+0.01

Calmar ratio

Return relative to maximum drawdown

1.48

1.48

0.00

Martin ratio

Return relative to average drawdown

6.75

6.86

-0.11

FCTKX vs. VFIFX - Sharpe Ratio Comparison

The current FCTKX Sharpe Ratio is 1.23, which is comparable to the VFIFX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of FCTKX and VFIFX, 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


FCTKXVFIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.17

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.58

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.47

+0.18

Correlation

The correlation between FCTKX and VFIFX 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

FCTKX vs. VFIFX - Dividend Comparison

FCTKX's dividend yield for the trailing twelve months is around 4.20%, more than VFIFX's 2.18% yield.


TTM20252024202320222021202020192018201720162015
FCTKX
Fidelity Freedom 2055 Fund Class K6
4.20%4.06%2.31%2.19%11.70%11.47%4.40%6.53%7.08%2.74%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund
2.18%2.09%2.26%2.21%2.38%12.83%1.84%2.20%2.51%0.03%2.04%2.36%

Drawdowns

FCTKX vs. VFIFX - Drawdown Comparison

The maximum FCTKX drawdown since its inception was -30.94%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FCTKX and VFIFX.


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Drawdown Indicators


FCTKXVFIFXDifference

Max Drawdown

Largest peak-to-trough decline

-30.94%

-51.68%

+20.74%

Max Drawdown (1Y)

Largest decline over 1 year

-11.22%

-10.52%

-0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-27.16%

-25.40%

-1.76%

Max Drawdown (10Y)

Largest decline over 10 years

-31.36%

Current Drawdown

Current decline from peak

-9.78%

-8.87%

-0.91%

Average Drawdown

Average peak-to-trough decline

-5.55%

-6.93%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

2.27%

+0.31%

Volatility

FCTKX vs. VFIFX - Volatility Comparison

Fidelity Freedom 2055 Fund Class K6 (FCTKX) has a higher volatility of 5.72% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.70%. This indicates that FCTKX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCTKXVFIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

4.70%

+1.02%

Volatility (6M)

Calculated over the trailing 6-month period

9.58%

8.53%

+1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

16.00%

14.79%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.86%

14.07%

+0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.87%

15.05%

+0.82%