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FDEEX vs. FRKMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDEEX vs. FRKMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund (FDEEX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). The values are adjusted to include any dividend payments, if applicable.

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FDEEX vs. FRKMX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FDEEX
Fidelity Freedom 2055 Fund
-0.48%23.74%14.02%20.55%-19.19%16.57%18.26%9.84%
FRKMX
Fidelity Managed Retirement Income Fund Class K
0.27%9.91%4.40%8.17%-11.57%2.88%8.68%3.08%

Returns By Period

In the year-to-date period, FDEEX achieves a -0.48% return, which is significantly lower than FRKMX's 0.27% 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%

FRKMX

1D
0.75%
1M
-2.05%
YTD
0.27%
6M
1.36%
1Y
7.67%
3Y*
6.29%
5Y*
2.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDEEX vs. FRKMX - Expense Ratio Comparison

FDEEX has a 0.75% expense ratio, which is higher than FRKMX's 0.35% expense ratio.


Return for Risk

FDEEX vs. FRKMX — 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

FRKMX
FRKMX Risk / Return Rank: 8484
Overall Rank
FRKMX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FRKMX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FRKMX Omega Ratio Rank: 8282
Omega Ratio Rank
FRKMX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FRKMX Martin Ratio Rank: 8383
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. FRKMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.


FDEEXFRKMXDifference

Sharpe ratio

Return per unit of total volatility

1.43

1.72

-0.29

Sortino ratio

Return per unit of downside risk

2.03

2.41

-0.38

Omega ratio

Gain probability vs. loss probability

1.31

1.35

-0.04

Calmar ratio

Return relative to maximum drawdown

2.05

2.35

-0.30

Martin ratio

Return relative to average drawdown

9.03

9.34

-0.31

FDEEX vs. FRKMX - Sharpe Ratio Comparison

The current FDEEX Sharpe Ratio is 1.43, which is comparable to the FRKMX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of FDEEX and FRKMX, 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


FDEEXFRKMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

1.72

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.49

+0.07

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

0.71

-0.08

Correlation

The correlation between FDEEX and FRKMX is 0.74, 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. FRKMX - Dividend Comparison

FDEEX's dividend yield for the trailing twelve months is around 3.89%, more than FRKMX's 3.25% 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%
FRKMX
Fidelity Managed Retirement Income Fund Class K
3.25%3.11%3.12%2.92%4.66%3.65%2.56%1.85%0.00%0.00%0.00%0.00%

Drawdowns

FDEEX vs. FRKMX - Drawdown Comparison

The maximum FDEEX drawdown since its inception was -31.00%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for FDEEX and FRKMX.


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Drawdown Indicators


FDEEXFRKMXDifference

Max Drawdown

Largest peak-to-trough decline

-31.00%

-16.04%

-14.96%

Max Drawdown (1Y)

Largest decline over 1 year

-11.17%

-3.42%

-7.75%

Max Drawdown (5Y)

Largest decline over 5 years

-27.34%

-16.04%

-11.30%

Max Drawdown (10Y)

Largest decline over 10 years

-31.00%

Current Drawdown

Current decline from peak

-6.95%

-2.44%

-4.51%

Average Drawdown

Average peak-to-trough decline

-4.88%

-3.64%

-1.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

0.86%

+1.68%

Volatility

FDEEX vs. FRKMX - Volatility Comparison

Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 6.69% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.14%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDEEXFRKMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.69%

2.14%

+4.55%

Volatility (6M)

Calculated over the trailing 6-month period

10.02%

2.95%

+7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

16.22%

4.63%

+11.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.90%

5.23%

+9.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.31%

5.14%

+10.17%