FDKPX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2060 Fund Class A (FDKPX) and Fidelity 500 Index Fund (FXAIX).
FDKPX is managed by Fidelity. It was launched on Aug 5, 2014. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FDKPX vs. FXAIX - Performance Comparison
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FDKPX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDKPX Fidelity Advisor Freedom 2060 Fund Class A | -4.01% | 22.74% | 13.42% | 18.93% | -18.39% | 15.80% | 17.12% | 26.34% | -8.47% | 21.36% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FDKPX achieves a -4.01% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FDKPX has underperformed FXAIX with an annualized return of 10.35%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FDKPX
- 1D
- -0.26%
- 1M
- -9.29%
- YTD
- -4.01%
- 6M
- -0.95%
- 1Y
- 17.30%
- 3Y*
- 14.32%
- 5Y*
- 7.38%
- 10Y*
- 10.35%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FDKPX vs. FXAIX - Expense Ratio Comparison
FDKPX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FDKPX vs. FXAIX — Risk / Return Rank
FDKPX
FXAIX
FDKPX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2060 Fund Class A (FDKPX) and Fidelity 500 Index Fund (FXAIX). 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.
| FDKPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.84 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.30 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.05 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.07 | 5.13 | +0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDKPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.84 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.68 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.75 | -0.16 |
Correlation
The correlation between FDKPX and FXAIX is 0.93, 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
FDKPX vs. FXAIX - Dividend Comparison
FDKPX's dividend yield for the trailing twelve months is around 4.82%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKPX Fidelity Advisor Freedom 2060 Fund Class A | 4.82% | 4.63% | 1.56% | 1.96% | 10.12% | 8.33% | 4.26% | 6.02% | 8.45% | 2.84% | 3.14% | 3.43% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FDKPX vs. FXAIX - Drawdown Comparison
The maximum FDKPX drawdown since its inception was -31.32%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDKPX and FXAIX.
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Drawdown Indicators
| FDKPX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.32% | -33.79% | +2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -12.13% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -27.46% | -24.50% | -2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -33.79% | +2.47% |
Current DrawdownCurrent decline from peak | -9.88% | -8.89% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -3.83% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.50% | +0.03% |
Volatility
FDKPX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom 2060 Fund Class A (FDKPX) has a higher volatility of 5.66% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FDKPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDKPX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 4.24% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 9.08% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 18.13% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 16.88% | -2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 18.03% | -2.63% |