FDTKX vs. ^GSPC
Compare and contrast key facts about Fidelity Freedom 2025 Fund Class K6 (FDTKX) and S&P 500 (^GSPC).
FDTKX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTKX or ^GSPC.
Correlation
The correlation between FDTKX and ^GSPC is 0.88, 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. ^GSPC - Performance Comparison
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Key characteristics
FDTKX:
0.43
^GSPC:
0.59
FDTKX:
0.86
^GSPC:
1.07
FDTKX:
1.12
^GSPC:
1.16
FDTKX:
0.43
^GSPC:
0.70
FDTKX:
2.44
^GSPC:
2.69
FDTKX:
2.47%
^GSPC:
4.95%
FDTKX:
10.59%
^GSPC:
19.64%
FDTKX:
-30.38%
^GSPC:
-56.78%
FDTKX:
-6.89%
^GSPC:
-3.70%
Returns By Period
In the year-to-date period, FDTKX achieves a 2.48% return, which is significantly higher than ^GSPC's 0.60% return.
FDTKX
2.48%
3.40%
0.55%
4.54%
4.24%
N/A
^GSPC
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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Risk-Adjusted Performance
FDTKX vs. ^GSPC — Risk-Adjusted Performance Rank
FDTKX
^GSPC
FDTKX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund Class K6 (FDTKX) and S&P 500 (^GSPC). 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.
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Drawdowns
FDTKX vs. ^GSPC - Drawdown Comparison
The maximum FDTKX drawdown since its inception was -30.38%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for FDTKX and ^GSPC. For additional features, visit the drawdowns tool.
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Volatility
FDTKX vs. ^GSPC - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund Class K6 (FDTKX) is 3.57%, while S&P 500 (^GSPC) has a volatility of 6.12%. This indicates that FDTKX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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