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FDKQX vs. FDKLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDKQX vs. FDKLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2060 Fund Class I (FDKQX) and Fidelity Freedom Index 2060 Fund Investor Class (FDKLX). The values are adjusted to include any dividend payments, if applicable.

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FDKQX vs. FDKLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDKQX
Fidelity Advisor Freedom 2060 Fund Class I
-1.04%23.13%13.70%19.18%-18.11%15.95%17.56%26.66%-8.28%21.65%
FDKLX
Fidelity Freedom Index 2060 Fund Investor Class
-1.58%21.38%14.16%19.91%-18.18%15.88%16.38%26.06%-7.23%20.58%

Returns By Period

In the year-to-date period, FDKQX achieves a -1.04% return, which is significantly higher than FDKLX's -1.58% return. Both investments have delivered pretty close results over the past 10 years, with FDKQX having a 10.96% annualized return and FDKLX not far behind at 10.68%.


FDKQX

1D
3.12%
1M
-5.98%
YTD
-1.04%
6M
1.98%
1Y
20.56%
3Y*
15.77%
5Y*
8.01%
10Y*
10.96%

FDKLX

1D
2.76%
1M
-5.52%
YTD
-1.58%
6M
0.97%
1Y
19.13%
3Y*
15.22%
5Y*
8.04%
10Y*
10.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDKQX vs. FDKLX - Expense Ratio Comparison

FDKQX has a 0.75% expense ratio, which is higher than FDKLX's 0.12% expense ratio.


Return for Risk

FDKQX vs. FDKLX — Risk / Return Rank

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

FDKQX
FDKQX Risk / Return Rank: 6969
Overall Rank
FDKQX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
FDKQX Sortino Ratio Rank: 6868
Sortino Ratio Rank
FDKQX Omega Ratio Rank: 6767
Omega Ratio Rank
FDKQX Calmar Ratio Rank: 7171
Calmar Ratio Rank
FDKQX Martin Ratio Rank: 7474
Martin Ratio Rank

FDKLX
FDKLX Risk / Return Rank: 7575
Overall Rank
FDKLX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FDKLX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FDKLX Omega Ratio Rank: 7272
Omega Ratio Rank
FDKLX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FDKLX Martin Ratio Rank: 8282
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.

FDKQX vs. FDKLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2060 Fund Class I (FDKQX) and Fidelity Freedom Index 2060 Fund Investor Class (FDKLX). 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.


FDKQXFDKLXDifference

Sharpe ratio

Return per unit of total volatility

1.32

1.29

+0.04

Sortino ratio

Return per unit of downside risk

1.89

1.86

+0.02

Omega ratio

Gain probability vs. loss probability

1.28

1.28

+0.01

Calmar ratio

Return relative to maximum drawdown

1.89

1.81

+0.08

Martin ratio

Return relative to average drawdown

8.16

8.23

-0.07

FDKQX vs. FDKLX - Sharpe Ratio Comparison

The current FDKQX Sharpe Ratio is 1.32, which is comparable to the FDKLX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of FDKQX and FDKLX, 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


FDKQXFDKLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

1.29

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.57

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.71

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.62

0.00

Correlation

The correlation between FDKQX and FDKLX is 0.99, 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

FDKQX vs. FDKLX - Dividend Comparison

FDKQX's dividend yield for the trailing twelve months is around 4.70%, more than FDKLX's 1.98% yield.


TTM20252024202320222021202020192018201720162015
FDKQX
Fidelity Advisor Freedom 2060 Fund Class I
4.70%4.65%0.43%2.02%10.22%8.58%4.44%6.24%8.64%3.03%3.32%3.59%
FDKLX
Fidelity Freedom Index 2060 Fund Investor Class
1.98%1.95%1.94%1.89%1.99%1.86%1.79%6.74%2.33%2.12%2.41%1.82%

Drawdowns

FDKQX vs. FDKLX - Drawdown Comparison

The maximum FDKQX drawdown since its inception was -31.28%, roughly equal to the maximum FDKLX drawdown of -30.73%. Use the drawdown chart below to compare losses from any high point for FDKQX and FDKLX.


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Drawdown Indicators


FDKQXFDKLXDifference

Max Drawdown

Largest peak-to-trough decline

-31.28%

-30.73%

-0.55%

Max Drawdown (1Y)

Largest decline over 1 year

-11.11%

-10.85%

-0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-27.32%

-26.19%

-1.13%

Max Drawdown (10Y)

Largest decline over 10 years

-31.28%

-30.73%

-0.55%

Current Drawdown

Current decline from peak

-7.11%

-6.60%

-0.51%

Average Drawdown

Average peak-to-trough decline

-5.10%

-4.62%

-0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

2.39%

+0.18%

Volatility

FDKQX vs. FDKLX - Volatility Comparison

Fidelity Advisor Freedom 2060 Fund Class I (FDKQX) has a higher volatility of 6.67% compared to Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) at 5.92%. This indicates that FDKQX's price experiences larger fluctuations and is considered to be riskier than FDKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDKQXFDKLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

5.92%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

9.19%

+0.81%

Volatility (1Y)

Calculated over the trailing 1-year period

16.09%

15.41%

+0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

14.31%

+0.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.42%

15.11%

+0.31%