FFBSX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom Blend 2065 Fund (FFBSX) and Fidelity 500 Index Fund (FXAIX).
FFBSX is managed by Fidelity. It was launched on Jun 28, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFBSX or FXAIX.
Correlation
The correlation between FFBSX and FXAIX is 0.72, 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.

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FFBSX vs. FXAIX - Performance Comparison
Key characteristics
FFBSX:
0.36
FXAIX:
0.69
FFBSX:
0.58
FXAIX:
0.99
FFBSX:
1.07
FXAIX:
1.13
FFBSX:
0.56
FXAIX:
0.96
FFBSX:
1.75
FXAIX:
3.17
FFBSX:
2.61%
FXAIX:
3.03%
FFBSX:
12.62%
FXAIX:
13.98%
FFBSX:
-31.65%
FXAIX:
-33.79%
FFBSX:
-5.23%
FXAIX:
-7.55%
Returns By Period
In the year-to-date period, FFBSX achieves a 0.38% return, which is significantly higher than FXAIX's -3.26% return.
FFBSX
0.38%
-2.72%
-2.56%
4.99%
11.84%
N/A
FXAIX
-3.26%
-2.93%
-0.02%
10.42%
19.82%
12.45%
Compare stocks, funds, or ETFs
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FFBSX vs. FXAIX - Expense Ratio Comparison
FFBSX has a 0.49% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FFBSX vs. FXAIX — Risk-Adjusted Performance Rank
FFBSX
FXAIX
FFBSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2065 Fund (FFBSX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FFBSX's dividend yield for the trailing twelve months is around 1.60%, more than FXAIX's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
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Drawdowns
FFBSX vs. FXAIX - Drawdown Comparison
The maximum FFBSX drawdown since its inception was -31.65%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FFBSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FFBSX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2065 Fund (FFBSX) is NaN%, while Fidelity 500 Index Fund (FXAIX) has a volatility of NaN%. This indicates that FFBSX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with FFBSX or FXAIX
Recent discussions
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG
How often do you rebase the trends portfolio?
Hedge Cat
Basis of calculations: historical or modelled?
Hi,
I am new to Portfolioslab. I cannot find any statement describing whether returns and heat maps of users' and lazy's portfolios are based on actual historical data, or are simply modelled on the basis of current portfolio composition.
I would greatly appreciate a clarification.
Thanks
Luca