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FDTKX vs. FXIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDTKX and FXIFX 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.


-0.50.00.51.01.0

Performance

FDTKX vs. FXIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
2.19%
3.25%
FDTKX
FXIFX

Key characteristics

Sharpe Ratio

FDTKX:

1.14

FXIFX:

1.26

Sortino Ratio

FDTKX:

1.63

FXIFX:

1.79

Omega Ratio

FDTKX:

1.20

FXIFX:

1.23

Calmar Ratio

FDTKX:

1.16

FXIFX:

1.55

Martin Ratio

FDTKX:

6.57

FXIFX:

7.51

Ulcer Index

FDTKX:

1.37%

FXIFX:

1.33%

Daily Std Dev

FDTKX:

7.95%

FXIFX:

7.95%

Max Drawdown

FDTKX:

-23.54%

FXIFX:

-23.90%

Current Drawdown

FDTKX:

-3.78%

FXIFX:

-3.55%

Returns By Period

In the year-to-date period, FDTKX achieves a 8.31% return, which is significantly lower than FXIFX's 9.33% return.


FDTKX

YTD

8.31%

1M

-1.27%

6M

1.97%

1Y

9.60%

5Y*

5.62%

10Y*

N/A

FXIFX

YTD

9.33%

1M

-1.05%

6M

3.10%

1Y

10.71%

5Y*

5.94%

10Y*

6.80%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FDTKX vs. FXIFX - Expense Ratio Comparison

FDTKX has a 0.44% expense ratio, which is higher than FXIFX's 0.12% expense ratio.


FDTKX
Fidelity Freedom 2025 Fund Class K6
Expense ratio chart for FDTKX: current value at 0.44% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.44%
Expense ratio chart for FXIFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Risk-Adjusted Performance

FDTKX vs. FXIFX - 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 Index 2030 Fund Investor Class (FXIFX). 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.


Sharpe ratio
The chart of Sharpe ratio for FDTKX, currently valued at 1.14, compared to the broader market-1.000.001.002.003.004.001.141.26
The chart of Sortino ratio for FDTKX, currently valued at 1.63, compared to the broader market-2.000.002.004.006.008.0010.001.631.79
The chart of Omega ratio for FDTKX, currently valued at 1.20, compared to the broader market0.501.001.502.002.503.003.501.201.23
The chart of Calmar ratio for FDTKX, currently valued at 1.16, compared to the broader market0.002.004.006.008.0010.0012.0014.001.161.55
The chart of Martin ratio for FDTKX, currently valued at 6.57, compared to the broader market0.0020.0040.0060.006.577.51
FDTKX
FXIFX

The current FDTKX Sharpe Ratio is 1.14, which is comparable to the FXIFX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of FDTKX and FXIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.14
1.26
FDTKX
FXIFX

Dividends

FDTKX vs. FXIFX - Dividend Comparison

FDTKX's dividend yield for the trailing twelve months is around 2.36%, more than FXIFX's 2.11% yield.


TTM20232022202120202019201820172016201520142013
FDTKX
Fidelity Freedom 2025 Fund Class K6
2.36%2.37%3.14%2.63%1.31%1.97%2.27%1.29%0.00%0.00%0.00%0.00%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
2.11%2.26%2.22%1.53%1.41%1.92%2.19%1.76%1.90%2.02%4.87%0.26%

Drawdowns

FDTKX vs. FXIFX - Drawdown Comparison

The maximum FDTKX drawdown since its inception was -23.54%, roughly equal to the maximum FXIFX drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FDTKX and FXIFX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.78%
-3.55%
FDTKX
FXIFX

Volatility

FDTKX vs. FXIFX - Volatility Comparison

Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) have volatilities of 2.44% and 2.49%, 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.


1.50%2.00%2.50%3.00%3.50%JulyAugustSeptemberOctoberNovemberDecember
2.44%
2.49%
FDTKX
FXIFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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