FDKVX vs. SWPRX

In the year-to-date period, FDKVX achieves a 2.54% return, which is significantly higher than SWPRX's 1.29% return.

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FDKVX has a 0.75% expense ratio, which is higher than SWPRX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund (FDKVX) and Schwab Target 2060 Fund (SWPRX). 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.

The current FDKVX Sharpe Ratio is 0.50, which is comparable to the SWPRX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of FDKVX and SWPRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDKVX's dividend yield for the trailing twelve months is around 1.01%, less than SWPRX's 1.73% yield.

The maximum FDKVX drawdown since its inception was -30.95%, smaller than the maximum SWPRX drawdown of -34.43%. Use the drawdown chart below to compare losses from any high point for FDKVX and SWPRX. For additional features, visit the drawdowns tool.

Fidelity Freedom 2060 Fund (FDKVX) and Schwab Target 2060 Fund (SWPRX) have volatilities of 5.17% and 5.10%, 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.