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FDEWX vs. SSDOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDEWX vs. SSDOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and State Street Target Retirement 2055 Fund (SSDOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with FDEWX having a 12.62% return and SSDOX slightly lower at 12.09%. Over the past 10 years, FDEWX has outperformed SSDOX with an annualized return of 11.95%, while SSDOX has yielded a comparatively lower 11.22% annualized return.


FDEWX

1D
0.46%
1M
5.64%
YTD
12.62%
6M
13.53%
1Y
28.70%
3Y*
19.54%
5Y*
10.17%
10Y*
11.95%

SSDOX

1D
0.51%
1M
4.97%
YTD
12.09%
6M
12.89%
1Y
27.81%
3Y*
18.63%
5Y*
8.86%
10Y*
11.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDEWX vs. SSDOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDEWX
Fidelity Freedom Index 2055 Fund Investor Class
12.62%21.39%14.14%19.95%-18.01%15.88%16.46%25.94%-7.19%20.53%
SSDOX
State Street Target Retirement 2055 Fund
12.09%21.02%12.37%19.35%-19.27%13.32%19.62%25.62%-7.91%19.22%

Correlation

The correlation between FDEWX and SSDOX is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (3Y)
Calculated over the trailing 3-year period

0.97

Correlation (5Y)
Calculated over the trailing 5-year period

0.98

Correlation (10Y)
Calculated over the trailing 10-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2014

0.98

The correlation between FDEWX and SSDOX has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

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Return for Risk

FDEWX vs. SSDOX — Risk / Return Rank

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

FDEWX
FDEWX Risk / Return Rank: 7171
Overall Rank
FDEWX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FDEWX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FDEWX Omega Ratio Rank: 6868
Omega Ratio Rank
FDEWX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FDEWX Martin Ratio Rank: 7575
Martin Ratio Rank

SSDOX
SSDOX Risk / Return Rank: 7171
Overall Rank
SSDOX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SSDOX Sortino Ratio Rank: 7171
Sortino Ratio Rank
SSDOX Omega Ratio Rank: 7272
Omega Ratio Rank
SSDOX Calmar Ratio Rank: 6767
Calmar Ratio Rank
SSDOX Martin Ratio Rank: 7070
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.

FDEWX vs. SSDOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and State Street Target Retirement 2055 Fund (SSDOX). 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.


FDEWXSSDOXDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.46

1.48

-0.02

Calmar ratioReturn relative to maximum drawdown

3.21

3.17

+0.04

Martin ratioReturn relative to average drawdown

14.20

13.50

+0.70

FDEWX vs. SSDOX - Sharpe Ratio Comparison

The current FDEWX Sharpe Ratio is 2.51, which is comparable to the SSDOX Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of FDEWX and SSDOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FDEWXSSDOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.51

2.51

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.63

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.76

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.69

+0.01

Drawdowns

FDEWX vs. SSDOX - Drawdown Comparison

The maximum FDEWX drawdown since its inception was -30.69%, roughly equal to the maximum SSDOX drawdown of -29.85%. Use the drawdown chart below to compare losses from any high point for FDEWX and SSDOX.


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Drawdown Indicators


FDEWXSSDOXDifference

Max Drawdown

Largest peak-to-trough decline

-30.69%

-29.85%

-0.84%

Max Drawdown (1Y)

Largest decline over 1 year

-9.07%

-8.92%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-14.74%

-15.04%

+0.30%

Max Drawdown (5Y)

Largest decline over 5 years

-26.22%

-27.44%

+1.22%

Max Drawdown (10Y)

Largest decline over 10 years

-30.69%

-29.85%

-0.84%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-4.23%

-5.03%

+0.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

2.09%

-0.04%

Volatility

FDEWX vs. SSDOX - Volatility Comparison

Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and State Street Target Retirement 2055 Fund (SSDOX) have volatilities of 3.53% and 3.42%, 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


FDEWXSSDOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.53%

3.42%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

9.40%

9.03%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

11.61%

11.25%

+0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.39%

14.25%

+0.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.17%

14.82%

+0.35%

FDEWX vs. SSDOX - Expense Ratio Comparison

FDEWX has a 0.12% expense ratio, which is lower than SSDOX's 0.21% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

FDEWX vs. SSDOX - Dividend Comparison

FDEWX's dividend yield for the trailing twelve months is around 1.68%, less than SSDOX's 4.33% yield.


PositionTTM20252024202320222021202020192018201720162015
FDEWX
Fidelity Freedom Index 2055 Fund Investor Class
1.68%1.97%1.98%1.92%2.24%1.89%1.85%10.83%2.36%1.93%2.42%2.31%
SSDOX
State Street Target Retirement 2055 Fund
4.33%4.85%4.45%2.99%4.97%4.39%3.03%6.02%5.38%0.44%1.71%2.03%

Frequently Asked Questions


With a correlation of 0.96, FDEWX and SSDOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FDEWX has higher volatility (3.53%) compared to SSDOX (3.42%). In terms of maximum drawdown, FDEWX dropped -30.69% vs SSDOX's -29.85%.

SSDOX currently has the higher Sharpe Ratio (2.51 vs 2.51), 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.

Portfolio Optimizer

Find the right allocation for FDEWX and SSDOX

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