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 Funds. It was launched on Dec 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTKX or HACAX.
Key characteristics
| FDTKX | HACAX | |
|---|---|---|
| YTD Return | 10.25% | 29.69% |
| 1Y Return | 19.55% | 40.53% |
| 3Y Return (Ann) | 1.32% | -0.68% |
| 5Y Return (Ann) | 6.63% | 9.99% |
| Sharpe Ratio | 2.45 | 2.20 |
| Sortino Ratio | 3.60 | 2.90 |
| Omega Ratio | 1.46 | 1.40 |
| Calmar Ratio | 1.48 | 1.30 |
| Martin Ratio | 15.64 | 10.56 |
| Ulcer Index | 1.26% | 3.86% |
| Daily Std Dev | 8.01% | 18.54% |
| Max Drawdown | -23.54% | -68.72% |
| Current Drawdown | -1.59% | -3.46% |
Correlation
The correlation between FDTKX and HACAX is 0.79, 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. HACAX - Performance Comparison
In the year-to-date period, FDTKX achieves a 10.25% return, which is significantly lower than HACAX's 29.69% 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. HACAX - Expense Ratio Comparison
FDTKX has a 0.44% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Risk-Adjusted Performance
FDTKX vs. HACAX - Risk-Adjusted Performance 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.
Dividends
FDTKX vs. HACAX - Dividend Comparison
FDTKX's dividend yield for the trailing twelve months is around 2.32%, while HACAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | 2.32% | 2.37% | 3.14% | 2.63% | 1.31% | 1.97% | 2.27% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
HACAX Harbor Capital Appreciation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.24% | 0.16% | 0.11% | 0.08% | 0.08% | 0.08% |
Drawdowns
FDTKX vs. HACAX - Drawdown Comparison
The maximum FDTKX drawdown since its inception was -23.54%, smaller than the maximum HACAX drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for FDTKX and HACAX. For additional features, visit the drawdowns tool.
Volatility
FDTKX vs. HACAX - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund Class K6 (FDTKX) is 2.25%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.06%. 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.