FDTKX vs. FFFEX
Compare and contrast key facts about Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom 2030 Fund (FFFEX).
FDTKX is managed by Fidelity. It was launched on Nov 6, 2003. FFFEX is managed by Fidelity. It was launched on Oct 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTKX or FFFEX.
Key characteristics
| FDTKX | FFFEX | |
|---|---|---|
| YTD Return | 11.25% | 11.88% |
| 1Y Return | 21.43% | 22.34% |
| 3Y Return (Ann) | 1.52% | -1.87% |
| 5Y Return (Ann) | 6.80% | 2.70% |
| Sharpe Ratio | 2.57 | 2.53 |
| Sortino Ratio | 3.77 | 3.71 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 1.48 | 0.94 |
| Martin Ratio | 16.42 | 16.11 |
| Ulcer Index | 1.25% | 1.33% |
| Daily Std Dev | 8.00% | 8.48% |
| Max Drawdown | -23.54% | -49.70% |
| Current Drawdown | -0.69% | -5.48% |
Correlation
The correlation between FDTKX and FFFEX is 0.98, 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.
Performance
FDTKX vs. FFFEX - Performance Comparison
In the year-to-date period, FDTKX achieves a 11.25% return, which is significantly lower than FFFEX's 11.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDTKX vs. FFFEX - Expense Ratio Comparison
FDTKX has a 0.44% expense ratio, which is lower than FFFEX's 0.66% expense ratio.
Risk-Adjusted Performance
FDTKX vs. FFFEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom 2030 Fund (FFFEX). 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
FDTKX vs. FFFEX - Dividend Comparison
FDTKX's dividend yield for the trailing twelve months is around 2.30%, more than FFFEX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | 2.30% | 2.37% | 3.14% | 2.63% | 1.31% | 1.97% | 2.27% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
FFFEX Fidelity Freedom 2030 Fund | 1.79% | 1.83% | 2.59% | 2.40% | 1.07% | 1.65% | 1.76% | 1.23% | 1.55% | 4.36% | 8.39% | 4.63% |
Drawdowns
FDTKX vs. FFFEX - Drawdown Comparison
The maximum FDTKX drawdown since its inception was -23.54%, smaller than the maximum FFFEX drawdown of -49.70%. Use the drawdown chart below to compare losses from any high point for FDTKX and FFFEX. For additional features, visit the drawdowns tool.
Volatility
FDTKX vs. FFFEX - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund Class K6 (FDTKX) is 2.13%, while Fidelity Freedom 2030 Fund (FFFEX) has a volatility of 2.29%. This indicates that FDTKX experiences smaller price fluctuations and is considered to be less risky than FFFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.