FDKVX vs. AAPL
Compare and contrast key facts about Fidelity Freedom 2060 Fund (FDKVX) and Apple Inc (AAPL).
FDKVX is managed by Fidelity. It was launched on Aug 5, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDKVX or AAPL.
Performance
FDKVX vs. AAPL - Performance Comparison
Returns By Period
In the year-to-date period, FDKVX achieves a 16.08% return, which is significantly lower than AAPL's 19.98% return. Over the past 10 years, FDKVX has underperformed AAPL with an annualized return of 5.46%, while AAPL has yielded a comparatively higher 24.32% annualized return.
FDKVX
16.08%
0.80%
6.27%
23.11%
5.91%
5.46%
AAPL
19.98%
-0.28%
21.27%
20.74%
29.42%
24.32%
Key characteristics
| FDKVX | AAPL | |
|---|---|---|
| Sharpe Ratio | 2.03 | 0.92 |
| Sortino Ratio | 2.83 | 1.46 |
| Omega Ratio | 1.36 | 1.18 |
| Calmar Ratio | 1.18 | 1.25 |
| Martin Ratio | 12.72 | 2.93 |
| Ulcer Index | 1.82% | 7.09% |
| Daily Std Dev | 11.38% | 22.51% |
| Max Drawdown | -34.53% | -81.80% |
| Current Drawdown | -1.50% | -2.69% |
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Correlation
The correlation between FDKVX and AAPL is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FDKVX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund (FDKVX) and Apple Inc (AAPL). 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.
Dividends
FDKVX vs. AAPL - Dividend Comparison
FDKVX's dividend yield for the trailing twelve months is around 1.07%, more than AAPL's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKVX Fidelity Freedom 2060 Fund | 1.07% | 1.25% | 2.10% | 2.23% | 1.03% | 1.49% | 1.53% | 1.08% | 1.28% | 1.96% | 2.68% | 0.00% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
FDKVX vs. AAPL - Drawdown Comparison
The maximum FDKVX drawdown since its inception was -34.53%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FDKVX and AAPL. For additional features, visit the drawdowns tool.
Volatility
FDKVX vs. AAPL - Volatility Comparison
The current volatility for Fidelity Freedom 2060 Fund (FDKVX) is 3.10%, while Apple Inc (AAPL) has a volatility of 4.74%. This indicates that FDKVX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.