FFBSX vs. FFSFX
Compare and contrast key facts about Fidelity Freedom Blend 2065 Fund (FFBSX) and Fidelity Freedom 2065 Fund (FFSFX).
FFBSX is managed by Fidelity. It was launched on Jun 28, 2019. FFSFX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFBSX or FFSFX.
Performance
FFBSX vs. FFSFX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FFBSX having a 15.44% return and FFSFX slightly higher at 15.48%.
FFBSX
15.44%
-0.29%
6.83%
22.24%
7.42%
N/A
FFSFX
15.48%
-0.44%
6.68%
22.37%
7.17%
N/A
Key characteristics
FFBSX | FFSFX | |
---|---|---|
Sharpe Ratio | 2.00 | 2.00 |
Sortino Ratio | 2.79 | 2.80 |
Omega Ratio | 1.36 | 1.36 |
Calmar Ratio | 1.48 | 1.28 |
Martin Ratio | 12.42 | 12.45 |
Ulcer Index | 1.82% | 1.82% |
Daily Std Dev | 11.29% | 11.32% |
Max Drawdown | -31.65% | -33.17% |
Current Drawdown | -1.71% | -1.86% |
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FFBSX vs. FFSFX - Expense Ratio Comparison
FFBSX has a 0.49% expense ratio, which is lower than FFSFX's 0.75% expense ratio.
Correlation
The correlation between FFBSX and FFSFX is 0.99, 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.
Risk-Adjusted Performance
FFBSX vs. FFSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2065 Fund (FFBSX) and Fidelity Freedom 2065 Fund (FFSFX). 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
FFBSX vs. FFSFX - Dividend Comparison
FFBSX's dividend yield for the trailing twelve months is around 1.34%, more than FFSFX's 1.09% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|
Fidelity Freedom Blend 2065 Fund | 1.34% | 1.55% | 2.24% | 2.20% | 1.06% | 1.59% |
Fidelity Freedom 2065 Fund | 1.09% | 1.25% | 2.03% | 2.12% | 1.02% | 1.15% |
Drawdowns
FFBSX vs. FFSFX - Drawdown Comparison
The maximum FFBSX drawdown since its inception was -31.65%, roughly equal to the maximum FFSFX drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for FFBSX and FFSFX. For additional features, visit the drawdowns tool.
Volatility
FFBSX vs. FFSFX - Volatility Comparison
Fidelity Freedom Blend 2065 Fund (FFBSX) and Fidelity Freedom 2065 Fund (FFSFX) have volatilities of 3.08% and 3.06%, 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.