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

Correlation

The correlation between FCTKX and VT 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. VT - Performance Comparison

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

40.00%60.00%80.00%100.00%120.00%JulyAugustSeptemberOctoberNovemberDecember
42.50%
105.06%
FCTKX
VT

Key characteristics

Sharpe Ratio

FCTKX:

1.47

VT:

1.65

Sortino Ratio

FCTKX:

2.06

VT:

2.25

Omega Ratio

FCTKX:

1.27

VT:

1.30

Calmar Ratio

FCTKX:

0.99

VT:

2.41

Martin Ratio

FCTKX:

9.03

VT:

10.48

Ulcer Index

FCTKX:

1.88%

VT:

1.87%

Daily Std Dev

FCTKX:

11.51%

VT:

11.85%

Max Drawdown

FCTKX:

-35.02%

VT:

-50.27%

Current Drawdown

FCTKX:

-3.97%

VT:

-3.31%

Returns By Period

In the year-to-date period, FCTKX achieves a 14.81% return, which is significantly lower than VT's 17.12% return.


FCTKX

YTD

14.81%

1M

-0.86%

6M

4.18%

1Y

15.74%

5Y*

4.67%

10Y*

N/A

VT

YTD

17.12%

1M

-0.90%

6M

6.21%

1Y

17.87%

5Y*

10.16%

10Y*

9.28%

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. VT - Expense Ratio Comparison

FCTKX has a 0.50% expense ratio, which is higher than VT's 0.07% 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 VT: current value at 0.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.07%

Risk-Adjusted Performance

FCTKX vs. VT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Total World Stock ETF (VT). 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-1.000.001.002.003.004.001.471.65
The chart of Sortino ratio for FCTKX, currently valued at 2.06, compared to the broader market-2.000.002.004.006.008.0010.002.062.25
The chart of Omega ratio for FCTKX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.30
The chart of Calmar ratio for FCTKX, currently valued at 0.99, compared to the broader market0.002.004.006.008.0010.0012.0014.000.992.41
The chart of Martin ratio for FCTKX, currently valued at 9.03, compared to the broader market0.0020.0040.0060.009.0310.48
FCTKX
VT

The current FCTKX Sharpe Ratio is 1.47, which is comparable to the VT Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of FCTKX and VT, 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
1.65
FCTKX
VT

Dividends

FCTKX vs. VT - Dividend Comparison

FCTKX's dividend yield for the trailing twelve months is around 1.33%, less than VT's 1.94% 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%
VT
Vanguard Total World Stock ETF
1.94%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%2.44%2.06%

Drawdowns

FCTKX vs. VT - Drawdown Comparison

The maximum FCTKX drawdown since its inception was -35.02%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FCTKX and VT. 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
VT

Volatility

FCTKX vs. VT - Volatility Comparison

The current volatility for Fidelity Freedom 2055 Fund Class K6 (FCTKX) is 3.32%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.66%. This indicates that FCTKX experiences smaller price fluctuations and is considered to be less risky than VT 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%
3.66%
FCTKX
VT
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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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