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FDEEX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDEEX and BRK-B is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.7

Performance

FDEEX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund (FDEEX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%SeptemberOctoberNovemberDecember2025February
140.19%
539.51%
FDEEX
BRK-B

Key characteristics

Sharpe Ratio

FDEEX:

1.27

BRK-B:

1.18

Sortino Ratio

FDEEX:

1.79

BRK-B:

1.75

Omega Ratio

FDEEX:

1.23

BRK-B:

1.22

Calmar Ratio

FDEEX:

1.11

BRK-B:

2.10

Martin Ratio

FDEEX:

6.82

BRK-B:

4.94

Ulcer Index

FDEEX:

2.20%

BRK-B:

3.56%

Daily Std Dev

FDEEX:

11.86%

BRK-B:

14.94%

Max Drawdown

FDEEX:

-35.11%

BRK-B:

-53.86%

Current Drawdown

FDEEX:

-1.84%

BRK-B:

-1.04%

Returns By Period

In the year-to-date period, FDEEX achieves a 4.16% return, which is significantly lower than BRK-B's 5.62% return. Over the past 10 years, FDEEX has underperformed BRK-B with an annualized return of 4.81%, while BRK-B has yielded a comparatively higher 12.47% annualized return.


FDEEX

YTD

4.16%

1M

-0.12%

6M

3.02%

1Y

12.99%

5Y*

5.73%

10Y*

4.81%

BRK-B

YTD

5.62%

1M

3.36%

6M

5.59%

1Y

14.75%

5Y*

17.11%

10Y*

12.47%

*Annualized

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Risk-Adjusted Performance

FDEEX vs. BRK-B — Risk-Adjusted Performance Rank

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

FDEEX
The Risk-Adjusted Performance Rank of FDEEX is 6969
Overall Rank
The Sharpe Ratio Rank of FDEEX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of FDEEX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of FDEEX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FDEEX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FDEEX is 7676
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8181
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDEEX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Berkshire Hathaway Inc. (BRK-B). 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 FDEEX, currently valued at 1.27, compared to the broader market-1.000.001.002.003.004.001.271.18
The chart of Sortino ratio for FDEEX, currently valued at 1.79, compared to the broader market0.002.004.006.008.0010.0012.001.791.75
The chart of Omega ratio for FDEEX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.22
The chart of Calmar ratio for FDEEX, currently valued at 1.11, compared to the broader market0.005.0010.0015.0020.001.112.10
The chart of Martin ratio for FDEEX, currently valued at 6.82, compared to the broader market0.0020.0040.0060.0080.006.824.94
FDEEX
BRK-B

The current FDEEX Sharpe Ratio is 1.27, which is comparable to the BRK-B Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of FDEEX and BRK-B, 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 Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.27
1.18
FDEEX
BRK-B

Dividends

FDEEX vs. BRK-B - Dividend Comparison

FDEEX's dividend yield for the trailing twelve months is around 1.06%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FDEEX
Fidelity Freedom 2055 Fund
1.06%1.10%1.25%2.11%2.24%1.01%1.48%1.58%1.10%1.38%3.59%6.52%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FDEEX vs. BRK-B - Drawdown Comparison

The maximum FDEEX drawdown since its inception was -35.11%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FDEEX and BRK-B. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.84%
-1.04%
FDEEX
BRK-B

Volatility

FDEEX vs. BRK-B - Volatility Comparison

The current volatility for Fidelity Freedom 2055 Fund (FDEEX) is 3.31%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.27%. This indicates that FDEEX experiences smaller price fluctuations and is considered to be less risky than BRK-B 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%7.00%SeptemberOctoberNovemberDecember2025February
3.31%
4.27%
FDEEX
BRK-B
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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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