FFEDX vs. FIWTX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) and Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX).
FFEDX is managed by Fidelity. It was launched on Oct 2, 2009. FIWTX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFEDX or FIWTX.
Key characteristics
| FFEDX | FIWTX | |
|---|---|---|
| YTD Return | 9.90% | 8.85% |
| 1Y Return | 18.91% | 17.20% |
| 3Y Return (Ann) | 1.35% | 0.94% |
| 5Y Return (Ann) | 5.98% | 5.29% |
| Sharpe Ratio | 2.53 | 2.41 |
| Sortino Ratio | 3.73 | 3.57 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 1.49 | 1.37 |
| Martin Ratio | 15.79 | 15.38 |
| Ulcer Index | 1.20% | 1.12% |
| Daily Std Dev | 7.51% | 7.13% |
| Max Drawdown | -22.60% | -21.59% |
| Current Drawdown | -1.42% | -1.43% |
Correlation
The correlation between FFEDX and FIWTX 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.
Performance
FFEDX vs. FIWTX - Performance Comparison
In the year-to-date period, FFEDX achieves a 9.90% return, which is significantly higher than FIWTX's 8.85% 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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FFEDX vs. FIWTX - Expense Ratio Comparison
Both FFEDX and FIWTX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FFEDX vs. FIWTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) and Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX). 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
FFEDX vs. FIWTX - Dividend Comparison
FFEDX's dividend yield for the trailing twelve months is around 2.23%, less than FIWTX's 2.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEDX Fidelity Freedom Index 2025 Fund Institutional Premium Class | 2.23% | 2.42% | 2.51% | 1.61% | 1.40% | 1.92% | 2.20% | 1.77% | 1.89% | 1.89% |
FIWTX Fidelity Freedom Index 2020 Fund Institutional Premium Class | 2.52% | 2.47% | 2.67% | 1.61% | 1.41% | 2.07% | 2.23% | 1.76% | 1.86% | 1.79% |
Drawdowns
FFEDX vs. FIWTX - Drawdown Comparison
The maximum FFEDX drawdown since its inception was -22.60%, roughly equal to the maximum FIWTX drawdown of -21.59%. Use the drawdown chart below to compare losses from any high point for FFEDX and FIWTX. For additional features, visit the drawdowns tool.
Volatility
FFEDX vs. FIWTX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) has a higher volatility of 2.04% compared to Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX) at 1.79%. This indicates that FFEDX's price experiences larger fluctuations and is considered to be riskier than FIWTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.