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FDGLX vs. FBGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDGLX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2030 Fund Class Z6 (FDGLX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

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FDGLX vs. FBGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDGLX
Fidelity Advisor Freedom 2030 Fund Class Z6
-2.33%17.58%12.81%14.88%-16.68%11.40%15.41%23.04%-6.27%8.26%
FBGRX
Fidelity Blue Chip Growth Fund
-11.15%19.91%39.77%55.61%-38.45%22.64%62.20%33.43%1.02%13.73%

Returns By Period

In the year-to-date period, FDGLX achieves a -2.33% return, which is significantly higher than FBGRX's -11.15% return.


FDGLX

1D
0.07%
1M
-6.67%
YTD
-2.33%
6M
-0.02%
1Y
13.02%
3Y*
12.12%
5Y*
6.04%
10Y*

FBGRX

1D
-1.17%
1M
-8.97%
YTD
-11.15%
6M
-8.04%
1Y
22.53%
3Y*
24.68%
5Y*
11.15%
10Y*
18.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDGLX vs. FBGRX - Expense Ratio Comparison

FDGLX has a 0.46% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


Return for Risk

FDGLX vs. FBGRX — Risk / Return Rank

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

FDGLX
FDGLX Risk / Return Rank: 6969
Overall Rank
FDGLX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FDGLX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FDGLX Omega Ratio Rank: 6969
Omega Ratio Rank
FDGLX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FDGLX Martin Ratio Rank: 7171
Martin Ratio Rank

FBGRX
FBGRX Risk / Return Rank: 5454
Overall Rank
FBGRX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
FBGRX Sortino Ratio Rank: 5454
Sortino Ratio Rank
FBGRX Omega Ratio Rank: 5353
Omega Ratio Rank
FBGRX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FBGRX Martin Ratio Rank: 5757
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.

FDGLX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class Z6 (FDGLX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.


FDGLXFBGRXDifference

Sharpe ratio

Return per unit of total volatility

1.24

0.91

+0.33

Sortino ratio

Return per unit of downside risk

1.76

1.43

+0.33

Omega ratio

Gain probability vs. loss probability

1.26

1.20

+0.06

Calmar ratio

Return relative to maximum drawdown

1.56

1.36

+0.20

Martin ratio

Return relative to average drawdown

6.74

5.44

+1.30

FDGLX vs. FBGRX - Sharpe Ratio Comparison

The current FDGLX Sharpe Ratio is 1.24, which is higher than the FBGRX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of FDGLX and FBGRX, 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


FDGLXFBGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

0.91

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.45

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.64

+0.05

Correlation

The correlation between FDGLX and FBGRX is 0.83, 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

FDGLX vs. FBGRX - Dividend Comparison

FDGLX's dividend yield for the trailing twelve months is around 7.99%, more than FBGRX's 2.14% yield.


TTM20252024202320222021202020192018201720162015
FDGLX
Fidelity Advisor Freedom 2030 Fund Class Z6
7.99%7.81%6.53%2.26%9.42%9.79%6.87%7.29%11.43%4.31%0.00%0.00%
FBGRX
Fidelity Blue Chip Growth Fund
2.14%1.90%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.23%4.05%5.30%

Drawdowns

FDGLX vs. FBGRX - Drawdown Comparison

The maximum FDGLX drawdown since its inception was -24.93%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FDGLX and FBGRX.


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Drawdown Indicators


FDGLXFBGRXDifference

Max Drawdown

Largest peak-to-trough decline

-24.93%

-58.64%

+33.71%

Max Drawdown (1Y)

Largest decline over 1 year

-7.75%

-13.89%

+6.14%

Max Drawdown (5Y)

Largest decline over 5 years

-24.14%

-43.08%

+18.94%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

Current Drawdown

Current decline from peak

-6.84%

-12.65%

+5.81%

Average Drawdown

Average peak-to-trough decline

-4.89%

-12.58%

+7.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

3.47%

-1.68%

Volatility

FDGLX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom 2030 Fund Class Z6 (FDGLX) is 4.00%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.13%. This indicates that FDGLX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDGLXFBGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.00%

6.13%

-2.13%

Volatility (6M)

Calculated over the trailing 6-month period

6.38%

13.36%

-6.98%

Volatility (1Y)

Calculated over the trailing 1-year period

10.59%

24.63%

-14.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.69%

24.86%

-14.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.83%

23.59%

-11.76%