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FCTKX vs. VFIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FCTKX and VFIFX is 0.97, 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.


-0.50.00.51.01.0

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.

40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
42.50%
95.25%
FCTKX
VFIFX

Key characteristics

Sharpe Ratio

FCTKX:

1.47

VFIFX:

1.53

Sortino Ratio

FCTKX:

2.06

VFIFX:

2.17

Omega Ratio

FCTKX:

1.27

VFIFX:

1.29

Calmar Ratio

FCTKX:

0.99

VFIFX:

2.44

Martin Ratio

FCTKX:

9.03

VFIFX:

9.71

Ulcer Index

FCTKX:

1.88%

VFIFX:

1.78%

Daily Std Dev

FCTKX:

11.51%

VFIFX:

11.29%

Max Drawdown

FCTKX:

-35.02%

VFIFX:

-51.68%

Current Drawdown

FCTKX:

-3.97%

VFIFX:

-3.31%

Returns By Period

The year-to-date returns for both investments are quite close, with FCTKX having a 14.81% return and VFIFX slightly higher at 14.87%.


FCTKX

YTD

14.81%

1M

-0.86%

6M

4.18%

1Y

15.74%

5Y*

4.67%

10Y*

N/A

VFIFX

YTD

14.87%

1M

-0.87%

6M

5.62%

1Y

13.37%

5Y*

9.20%

10Y*

8.70%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FCTKX vs. VFIFX - Expense Ratio Comparison

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


FCTKX
Fidelity Freedom 2055 Fund Class K6
Expense ratio chart for FCTKX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%
Expense ratio chart for VFIFX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FCTKX vs. VFIFX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for FCTKX, currently valued at 1.47, compared to the broader market-1.000.001.002.003.004.001.471.53
The chart of Sortino ratio for FCTKX, currently valued at 2.06, compared to the broader market-2.000.002.004.006.008.0010.002.062.17
The chart of Omega ratio for FCTKX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.29
The chart of Calmar ratio for FCTKX, currently valued at 0.99, compared to the broader market0.002.004.006.008.0010.0012.0014.000.992.44
The chart of Martin ratio for FCTKX, currently valued at 9.03, compared to the broader market0.0020.0040.0060.009.039.71
FCTKX
VFIFX

The current FCTKX Sharpe Ratio is 1.47, which is comparable to the VFIFX Sharpe Ratio of 1.53. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.47
1.53
FCTKX
VFIFX

Dividends

FCTKX vs. VFIFX - Dividend Comparison

FCTKX's dividend yield for the trailing twelve months is around 1.33%, less than VFIFX's 1.92% yield.


TTM20232022202120202019201820172016201520142013
FCTKX
Fidelity Freedom 2055 Fund Class K6
1.33%1.53%2.32%2.48%1.20%1.69%1.98%1.27%0.00%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund
1.92%2.21%2.13%2.19%1.63%2.20%2.43%1.89%1.93%2.05%2.01%1.84%

Drawdowns

FCTKX vs. VFIFX - Drawdown Comparison

The maximum FCTKX drawdown since its inception was -35.02%, 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. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.97%
-3.31%
FCTKX
VFIFX

Volatility

FCTKX vs. VFIFX - Volatility Comparison

Fidelity Freedom 2055 Fund Class K6 (FCTKX) has a higher volatility of 3.32% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 3.15%. 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.32%
3.15%
FCTKX
VFIFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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