FCTWX vs. FBGRX
FCTWX (Fidelity Advisor Freedom 2025 Fund Class C) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FCTWX is a Target Retirement Date fund managed by Fidelity, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, FCTWX returned 7.10%/yr vs 21.88%/yr for FBGRX. Their correlation of 0.86 suggests significant overlap in exposure. FCTWX charges 1.62%/yr vs 0.79%/yr for FBGRX.
Performance
FCTWX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FCTWX achieves a 7.04% return, which is significantly lower than FBGRX's 18.56% return. Over the past 10 years, FCTWX has underperformed FBGRX with an annualized return of 7.10%, while FBGRX has yielded a comparatively higher 21.88% annualized return.
FCTWX
- 1D
- 0.30%
- 1M
- 2.72%
- YTD
- 7.04%
- 6M
- 7.70%
- 1Y
- 16.86%
- 3Y*
- 11.73%
- 5Y*
- 4.51%
- 10Y*
- 7.10%
FBGRX
- 1D
- 0.76%
- 1M
- 9.10%
- YTD
- 18.56%
- 6M
- 19.76%
- 1Y
- 44.98%
- 3Y*
- 32.54%
- 5Y*
- 17.08%
- 10Y*
- 21.88%
FCTWX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCTWX Fidelity Advisor Freedom 2025 Fund Class C | 7.04% | 14.97% | 6.84% | 12.34% | -17.47% | 8.75% | 13.09% | 19.07% | -6.34% | 14.62% |
FBGRX Fidelity Blue Chip Growth Fund | 18.56% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between FCTWX and FBGRX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2003 | 0.86 |
The correlation between FCTWX and FBGRX has been stable across timeframes, ranging from 0.76 to 0.86 - a consistent structural relationship.
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Return for Risk
FCTWX vs. FBGRX — Risk / Return Rank
FCTWX
FBGRX
FCTWX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class C (FCTWX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| FCTWX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.45 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 3.67 | -1.07 |
| Martin ratioReturn relative to average drawdown | 11.12 | 15.56 | -4.44 |
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
| FCTWX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.67 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.69 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.93 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.68 | -0.26 |
Drawdowns
FCTWX vs. FBGRX - Drawdown Comparison
The maximum FCTWX drawdown since its inception was -49.97%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FCTWX and FBGRX.
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Drawdown Indicators
| FCTWX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -58.64% | +8.67% |
Max Drawdown (1Y)Largest decline over 1 year | -6.58% | -12.65% | +6.07% |
Max Drawdown (3Y)Largest decline over 3 years | -8.78% | -27.07% | +18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | -43.08% | +18.74% |
Max Drawdown (10Y)Largest decline over 10 years | -24.34% | -43.08% | +18.74% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -12.53% | +6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 2.98% | -1.44% |
Volatility
FCTWX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2025 Fund Class C (FCTWX) is 2.95%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 4.14%. This indicates that FCTWX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCTWX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.95% | 4.14% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.71% | 13.00% | -6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 17.44% | -9.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.90% | 24.88% | -14.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.13% | 23.69% | -13.56% |
FCTWX vs. FBGRX - Expense Ratio Comparison
FCTWX has a 1.62% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
FCTWX vs. FBGRX - Dividend Comparison
FCTWX's dividend yield for the trailing twelve months is around 7.34%, more than FBGRX's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.60% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
FCTWX Fidelity Advisor Freedom 2025 Fund Class C | 7.34% | 7.21% | 3.17% | 1.33% | 8.34% | 8.77% | 5.65% | 5.88% | 8.78% | 3.95% | 3.79% | 4.30% |
Frequently Asked Questions
FCTWX and FBGRX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (4.14%) compared to FCTWX (2.95%). In terms of maximum drawdown, FCTWX dropped -49.97% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (2.67 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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