FDEEX vs. BRK-B
FDEEX (Fidelity Freedom 2055 Fund) is Target Retirement Date fund actively managed by Fidelity, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, FDEEX returned 11.81%/yr vs 13.57%/yr for BRK-B. Their 0.63 correlation means they have sometimes moved together and sometimes differently.
Performance
FDEEX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, FDEEX achieves a 12.01% return, which is significantly higher than BRK-B's 1.77% return. Over the past 10 years, FDEEX has underperformed BRK-B with an annualized return of 11.81%, while BRK-B has yielded a comparatively higher 13.57% annualized return.
FDEEX
- 1D
- 2.26%
- 1M
- -1.21%
- 6M
- 7.88%
- YTD
- 12.01%
- 1Y
- 24.52%
- 3Y*
- 17.85%
- 5Y*
- 9.72%
- 10Y*
- 11.81%
- ALL TIME*
- 10.02%
BRK-B
- 1D
- 0.36%
- 1M
- 0.74%
- 6M
- 6.45%
- YTD
- 1.77%
- 1Y
- 8.18%
- 3Y*
- 13.24%
- 5Y*
- 12.95%
- 10Y*
- 13.57%
- ALL TIME*
- 10.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.04B | $2.04B | $2.42B | |
| $0.00 | $0.00 | $0.00 |
FDEEX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | 12.01% | 23.74% | 14.02% | 20.55% | -19.19% | 16.57% | 18.26% | 25.35% | -8.92% | 22.32% |
BRK-B Berkshire Hathaway Inc. | 1.77% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between FDEEX and BRK-B is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2011 | 0.63 |
The correlation between FDEEX and BRK-B shifts across timeframes, from -0.00 (1 year) to 0.63 (all time), reflecting how their relationship changes across market environments.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDEEX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.11 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 0.90 | +1.44 |
| Martin ratioReturn relative to average drawdown | 9.76 | 1.88 | +7.89 |
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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 | -9.79% | -9.42% | -0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -15.39% | -14.95% | -0.44% |
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 | -2.53% | -5.24% | +2.71% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -11.06% | +6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 4.49% | -2.15% |
Volatility
FDEEX vs. BRK-B - Volatility Comparison
Fidelity Freedom 2055 Fund (FDEEX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.39% and 4.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 4.39% | 4.59% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 11.13% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 14.79% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 17.12% | -1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 19.42% | -4.02% |
Dividends
FDEEX vs. BRK-B - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 5.05%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FDEEX Fidelity Freedom 2055 Fund | 5.05% | 3.87% | 1.73% | 1.91% | 10.33% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% |
Frequently Asked Questions
FDEEX and BRK-B have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (4.59%) compared to FDEEX (4.39%). In terms of maximum drawdown, FDEEX dropped -31.00% vs BRK-B's -53.86%.
FDEEX currently has the higher Sharpe Ratio (1.59 vs 0.57), 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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