FDEEX vs. BRK-B
Compare and contrast key facts about Fidelity Freedom 2055 Fund (FDEEX) and Berkshire Hathaway Inc. (BRK-B).
FDEEX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
FDEEX vs. BRK-B - Performance Comparison
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FDEEX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | -0.48% | 23.74% | 14.02% | 20.55% | -19.19% | 16.57% | 18.26% | 25.35% | -8.92% | 22.32% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, FDEEX achieves a -0.48% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, FDEEX has underperformed BRK-B with an annualized return of 11.10%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
FDEEX
- 1D
- 3.14%
- 1M
- -5.78%
- YTD
- -0.48%
- 6M
- 2.99%
- 1Y
- 22.53%
- 3Y*
- 16.48%
- 5Y*
- 8.29%
- 10Y*
- 11.10%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
FDEEX vs. BRK-B — Risk / Return Rank
FDEEX
BRK-B
FDEEX vs. BRK-B - Risk-Adjusted Trends 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.
| FDEEX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | -0.56 | +1.99 |
Sortino ratioReturn per unit of downside risk | 2.03 | -0.65 | +2.68 |
Omega ratioGain probability vs. loss probability | 1.31 | 0.91 | +0.39 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | -0.68 | +2.73 |
Martin ratioReturn relative to average drawdown | 9.03 | -1.16 | +10.20 |
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
| FDEEX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | -0.56 | +1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.77 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.66 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.48 | +0.15 |
Correlation
The correlation between FDEEX and BRK-B is 0.64, 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.
Dividends
FDEEX vs. BRK-B - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 3.89%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | 3.89% | 3.87% | 1.73% | 1.91% | 10.33% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% |
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 -31.00%, 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.
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Drawdown Indicators
| FDEEX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -53.86% | +22.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -14.95% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -26.58% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -31.00% | -29.57% | -1.43% |
Current DrawdownCurrent decline from peak | -6.95% | -11.36% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -11.07% | +6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 8.72% | -6.18% |
Volatility
FDEEX vs. BRK-B - Volatility Comparison
Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 6.69% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEEX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 4.33% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 11.14% | -1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 18.30% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 17.20% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.31% | 19.45% | -4.14% |