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FFBKX vs. FKDNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFBKX and FKDNX is 0.85, 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

FFBKX vs. FKDNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2065 Fund Class K (FFBKX) and Franklin DynaTech Fund (FKDNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FFBKX:

0.71

FKDNX:

0.52

Sortino Ratio

FFBKX:

0.98

FKDNX:

0.77

Omega Ratio

FFBKX:

1.14

FKDNX:

1.10

Calmar Ratio

FFBKX:

0.67

FKDNX:

0.46

Martin Ratio

FFBKX:

2.88

FKDNX:

1.45

Ulcer Index

FFBKX:

3.61%

FKDNX:

8.36%

Daily Std Dev

FFBKX:

16.68%

FKDNX:

29.64%

Max Drawdown

FFBKX:

-31.34%

FKDNX:

-55.85%

Current Drawdown

FFBKX:

-0.43%

FKDNX:

-4.57%

Returns By Period

In the year-to-date period, FFBKX achieves a 5.84% return, which is significantly higher than FKDNX's 1.47% return.


FFBKX

YTD

5.84%

1M

5.36%

6M

2.35%

1Y

11.77%

3Y*

10.77%

5Y*

12.07%

10Y*

N/A

FKDNX

YTD

1.47%

1M

11.29%

6M

0.53%

1Y

15.39%

3Y*

18.60%

5Y*

12.06%

10Y*

14.94%

*Annualized

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Franklin DynaTech Fund

FFBKX vs. FKDNX - Expense Ratio Comparison

FFBKX has a 0.39% expense ratio, which is lower than FKDNX's 0.79% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FFBKX vs. FKDNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFBKX
The Risk-Adjusted Performance Rank of FFBKX is 5555
Overall Rank
The Sharpe Ratio Rank of FFBKX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of FFBKX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of FFBKX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of FFBKX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of FFBKX is 6363
Martin Ratio Rank

FKDNX
The Risk-Adjusted Performance Rank of FKDNX is 3737
Overall Rank
The Sharpe Ratio Rank of FKDNX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of FKDNX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of FKDNX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of FKDNX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of FKDNX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FFBKX vs. FKDNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2065 Fund Class K (FFBKX) and Franklin DynaTech Fund (FKDNX). 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.


The current FFBKX Sharpe Ratio is 0.71, which is higher than the FKDNX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FFBKX and FKDNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FFBKX vs. FKDNX - Dividend Comparison

FFBKX's dividend yield for the trailing twelve months is around 3.02%, while FKDNX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FFBKX
Fidelity Freedom Blend 2065 Fund Class K
3.02%2.91%1.92%5.43%6.86%3.47%2.85%0.00%0.00%0.00%0.00%0.00%
FKDNX
Franklin DynaTech Fund
0.00%0.00%0.00%0.00%1.43%0.00%0.74%2.92%1.77%3.55%2.46%3.50%

Drawdowns

FFBKX vs. FKDNX - Drawdown Comparison

The maximum FFBKX drawdown since its inception was -31.34%, smaller than the maximum FKDNX drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FFBKX and FKDNX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FFBKX vs. FKDNX - Volatility Comparison

The current volatility for Fidelity Freedom Blend 2065 Fund Class K (FFBKX) is 3.43%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.31%. This indicates that FFBKX experiences smaller price fluctuations and is considered to be less risky than FKDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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