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FDEEX vs. VFFVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDEEX and VFFVX 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.


-0.50.00.51.01.0

Performance

FDEEX vs. VFFVX - Performance Comparison

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

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.07%
6.75%
FDEEX
VFFVX

Key characteristics

Sharpe Ratio

FDEEX:

1.43

VFFVX:

1.37

Sortino Ratio

FDEEX:

2.00

VFFVX:

1.88

Omega Ratio

FDEEX:

1.26

VFFVX:

1.25

Calmar Ratio

FDEEX:

0.94

VFFVX:

2.09

Martin Ratio

FDEEX:

8.60

VFFVX:

8.70

Ulcer Index

FDEEX:

1.92%

VFFVX:

1.70%

Daily Std Dev

FDEEX:

11.55%

VFFVX:

10.82%

Max Drawdown

FDEEX:

-35.11%

VFFVX:

-31.40%

Current Drawdown

FDEEX:

-2.96%

VFFVX:

-2.12%

Returns By Period

The year-to-date returns for both investments are quite close, with FDEEX having a 15.69% return and VFFVX slightly higher at 16.28%. Over the past 10 years, FDEEX has underperformed VFFVX with an annualized return of 5.07%, while VFFVX has yielded a comparatively higher 8.77% annualized return.


FDEEX

YTD

15.69%

1M

-0.61%

6M

4.80%

1Y

16.56%

5Y*

4.53%

10Y*

5.07%

VFFVX

YTD

16.28%

1M

-0.03%

6M

6.57%

1Y

14.81%

5Y*

9.37%

10Y*

8.77%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FDEEX vs. VFFVX - Expense Ratio Comparison

FDEEX has a 0.75% expense ratio, which is higher than VFFVX's 0.08% expense ratio.


FDEEX
Fidelity Freedom 2055 Fund
Expense ratio chart for FDEEX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for VFFVX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FDEEX vs. VFFVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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 1.43, compared to the broader market-1.000.001.002.003.004.001.431.37
The chart of Sortino ratio for FDEEX, currently valued at 2.00, compared to the broader market-2.000.002.004.006.008.0010.002.001.88
The chart of Omega ratio for FDEEX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.25
The chart of Calmar ratio for FDEEX, currently valued at 0.94, compared to the broader market0.002.004.006.008.0010.0012.0014.000.942.09
The chart of Martin ratio for FDEEX, currently valued at 8.60, compared to the broader market0.0020.0040.0060.008.608.70
FDEEX
VFFVX

The current FDEEX Sharpe Ratio is 1.43, which is comparable to the VFFVX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of FDEEX and VFFVX, 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 Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.43
1.37
FDEEX
VFFVX

Dividends

FDEEX vs. VFFVX - Dividend Comparison

FDEEX's dividend yield for the trailing twelve months is around 1.08%, less than VFFVX's 1.87% yield.


TTM20232022202120202019201820172016201520142013
FDEEX
Fidelity Freedom 2055 Fund
1.08%1.25%2.11%2.24%1.01%1.48%1.58%1.10%1.38%3.59%6.52%5.45%
VFFVX
Vanguard Target Retirement 2055 Fund
1.87%2.18%2.10%2.10%1.60%2.15%2.35%1.83%1.99%1.92%1.73%1.57%

Drawdowns

FDEEX vs. VFFVX - Drawdown Comparison

The maximum FDEEX drawdown since its inception was -35.11%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FDEEX and VFFVX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.96%
-2.12%
FDEEX
VFFVX

Volatility

FDEEX vs. VFFVX - Volatility Comparison

Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 3.40% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 3.22%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than VFFVX 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%JulyAugustSeptemberOctoberNovemberDecember
3.40%
3.22%
FDEEX
VFFVX
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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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