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FDEEX vs. FCQTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDEEX vs. FCQTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund (FDEEX) and American Funds 2065 Target Date Retirement Fund (FCQTX). The values are adjusted to include any dividend payments, if applicable.

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FDEEX vs. FCQTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FDEEX
Fidelity Freedom 2055 Fund
-0.48%23.74%14.02%20.55%-19.19%16.57%50.63%
FCQTX
American Funds 2065 Target Date Retirement Fund
-3.37%20.74%15.64%21.56%-19.63%17.34%47.06%

Returns By Period

In the year-to-date period, FDEEX achieves a -0.48% return, which is significantly higher than FCQTX's -3.37% 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%

FCQTX

1D
2.74%
1M
-6.47%
YTD
-3.37%
6M
-0.75%
1Y
18.43%
3Y*
15.53%
5Y*
7.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDEEX vs. FCQTX - Expense Ratio Comparison

FDEEX has a 0.75% expense ratio, which is higher than FCQTX's 0.01% expense ratio.


Return for Risk

FDEEX vs. FCQTX — Risk / Return Rank

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

FDEEX
FDEEX Risk / Return Rank: 8181
Overall Rank
FDEEX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FDEEX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FDEEX Omega Ratio Rank: 7878
Omega Ratio Rank
FDEEX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FDEEX Martin Ratio Rank: 8686
Martin Ratio Rank

FCQTX
FCQTX Risk / Return Rank: 6767
Overall Rank
FCQTX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FCQTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FCQTX Omega Ratio Rank: 6262
Omega Ratio Rank
FCQTX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FCQTX Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDEEX vs. FCQTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and American Funds 2065 Target Date Retirement Fund (FCQTX). 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.


FDEEXFCQTXDifference

Sharpe ratio

Return per unit of total volatility

1.43

1.24

+0.19

Sortino ratio

Return per unit of downside risk

2.03

1.85

+0.19

Omega ratio

Gain probability vs. loss probability

1.31

1.26

+0.05

Calmar ratio

Return relative to maximum drawdown

2.05

1.85

+0.21

Martin ratio

Return relative to average drawdown

9.03

7.89

+1.14

FDEEX vs. FCQTX - Sharpe Ratio Comparison

The current FDEEX Sharpe Ratio is 1.43, which is comparable to the FCQTX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of FDEEX and FCQTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDEEXFCQTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

1.24

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.55

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.98

-0.35

Correlation

The correlation between FDEEX and FCQTX 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.


Dividends

FDEEX vs. FCQTX - Dividend Comparison

FDEEX's dividend yield for the trailing twelve months is around 3.89%, less than FCQTX's 4.83% yield.


TTM20252024202320222021202020192018201720162015
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%
FCQTX
American Funds 2065 Target Date Retirement Fund
4.83%4.67%2.80%1.99%3.96%1.54%0.72%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FDEEX vs. FCQTX - Drawdown Comparison

The maximum FDEEX drawdown since its inception was -31.00%, which is greater than FCQTX's maximum drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for FDEEX and FCQTX.


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Drawdown Indicators


FDEEXFCQTXDifference

Max Drawdown

Largest peak-to-trough decline

-31.00%

-27.34%

-3.66%

Max Drawdown (1Y)

Largest decline over 1 year

-11.17%

-10.21%

-0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-27.34%

-27.34%

0.00%

Max Drawdown (10Y)

Largest decline over 10 years

-31.00%

Current Drawdown

Current decline from peak

-6.95%

-7.36%

+0.41%

Average Drawdown

Average peak-to-trough decline

-4.88%

-6.02%

+1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

2.39%

+0.15%

Volatility

FDEEX vs. FCQTX - Volatility Comparison

Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 6.69% compared to American Funds 2065 Target Date Retirement Fund (FCQTX) at 5.61%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than FCQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDEEXFCQTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.69%

5.61%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

10.02%

9.44%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

16.22%

15.36%

+0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.90%

14.63%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.31%

15.09%

+0.22%