FDTKX vs. HACAX
Compare and contrast key facts about Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Harbor Capital Appreciation Fund Class I (HACAX).
FDTKX is managed by Fidelity. It was launched on Nov 6, 2003. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
FDTKX vs. HACAX - Performance Comparison
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FDTKX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | -1.76% | 16.75% | 8.47% | 14.44% | -16.54% | 10.35% | 14.76% | 19.72% | -5.76% | 5.95% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 16.36% |
Returns By Period
In the year-to-date period, FDTKX achieves a -1.76% return, which is significantly higher than HACAX's -14.13% return.
FDTKX
- 1D
- 0.07%
- 1M
- -6.14%
- YTD
- -1.76%
- 6M
- 0.58%
- 1Y
- 13.03%
- 3Y*
- 10.42%
- 5Y*
- 5.00%
- 10Y*
- —
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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FDTKX vs. HACAX - Expense Ratio Comparison
FDTKX has a 0.44% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Return for Risk
FDTKX vs. HACAX — Risk / Return Rank
FDTKX
HACAX
FDTKX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.
| FDTKX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.43 | +0.92 |
Sortino ratioReturn per unit of downside risk | 1.89 | 0.71 | +1.18 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.10 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.32 | +1.38 |
Martin ratioReturn relative to average drawdown | 7.39 | 1.07 | +6.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDTKX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.43 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.40 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.59 | +0.09 |
Correlation
The correlation between FDTKX and HACAX is 0.78, 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
FDTKX vs. HACAX - Dividend Comparison
FDTKX's dividend yield for the trailing twelve months is around 6.89%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | 6.89% | 6.77% | 4.20% | 2.40% | 9.94% | 10.62% | 5.87% | 6.36% | 6.92% | 1.63% | 0.00% | 0.00% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
FDTKX vs. HACAX - Drawdown Comparison
The maximum FDTKX drawdown since its inception was -23.54%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for FDTKX and HACAX.
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Drawdown Indicators
| FDTKX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.54% | -63.05% | +39.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.22% | -17.96% | +10.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.54% | -43.52% | +19.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.52% | — |
Current DrawdownCurrent decline from peak | -6.26% | -17.96% | +11.70% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -16.27% | +11.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 5.36% | -3.71% |
Volatility
FDTKX vs. HACAX - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund Class K6 (FDTKX) is 3.70%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.67%. This indicates that FDTKX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDTKX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 5.67% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 12.59% | -6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 20.13% | -10.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.86% | 25.89% | -16.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.35% | 24.31% | -13.96% |