FFEGX vs. FFEDX
FFEGX (Fidelity Freedom Index 2030 Fund Institutional Premium Class) and FFEDX (Fidelity Freedom Index 2025 Fund Institutional Premium Class) are both Target Retirement Date funds from Fidelity. Over the past 10 years, FFEGX returned 9.09%/yr vs 8.04%/yr for FFEDX. With a 0.99 correlation, they move nearly in lockstep. Both charge a 0.08% expense ratio.
Performance
FFEGX vs. FFEDX - Performance Comparison
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Returns By Period
In the year-to-date period, FFEGX achieves a 8.05% return, which is significantly higher than FFEDX's 7.19% return. Over the past 10 years, FFEGX has outperformed FFEDX with an annualized return of 9.09%, while FFEDX has yielded a comparatively lower 8.04% annualized return.
FFEGX
- 1D
- 0.29%
- 1M
- 3.65%
- YTD
- 8.05%
- 6M
- 8.49%
- 1Y
- 19.53%
- 3Y*
- 13.79%
- 5Y*
- 6.55%
- 10Y*
- 9.09%
FFEDX
- 1D
- 0.23%
- 1M
- 3.23%
- YTD
- 7.19%
- 6M
- 7.53%
- 1Y
- 17.87%
- 3Y*
- 12.59%
- 5Y*
- 5.78%
- 10Y*
- 8.04%
FFEGX vs. FFEDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 8.05% | 15.93% | 9.55% | 15.16% | -16.81% | 10.94% | 14.38% | 22.10% | -5.55% | 18.03% |
FFEDX Fidelity Freedom Index 2025 Fund Institutional Premium Class | 7.19% | 14.93% | 8.54% | 13.94% | -16.55% | 9.63% | 13.60% | 19.68% | -4.46% | 15.20% |
Correlation
The correlation between FFEGX and FFEDX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2015 | 0.99 |
The correlation between FFEGX and FFEDX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
FFEGX vs. FFEDX — Risk / Return Rank
FFEGX
FFEDX
FFEGX vs. FFEDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX). 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.
| FFEGX | FFEDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.48 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 3.05 | +0.03 |
| Martin ratioReturn relative to average drawdown | 13.55 | 13.41 | +0.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFEGX | FFEDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 2.49 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.82 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.75 | -0.02 |
Drawdowns
FFEGX vs. FFEDX - Drawdown Comparison
The maximum FFEGX drawdown since its inception was -23.85%, which is greater than FFEDX's maximum drawdown of -22.60%. Use the drawdown chart below to compare losses from any high point for FFEGX and FFEDX.
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Drawdown Indicators
| FFEGX | FFEDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -22.60% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -5.93% | -0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -9.36% | -8.59% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -22.60% | -0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -22.60% | -1.25% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.88% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.34% | +0.12% |
Volatility
FFEGX vs. FFEDX - Volatility Comparison
Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) has a higher volatility of 2.65% compared to Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) at 2.47%. This indicates that FFEGX's price experiences larger fluctuations and is considered to be riskier than FFEDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEGX | FFEDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.47% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 6.48% | 5.92% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.92% | 7.26% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 9.53% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.22% | 9.89% | +1.33% |
FFEGX vs. FFEDX - Expense Ratio Comparison
Both FFEGX and FFEDX 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%.
Dividends
FFEGX vs. FFEDX - Dividend Comparison
FFEGX's dividend yield for the trailing twelve months is around 3.06%, less than FFEDX's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEDX Fidelity Freedom Index 2025 Fund Institutional Premium Class | 4.34% | 4.95% | 3.40% | 2.42% | 2.69% | 2.21% | 2.40% | 13.80% | 2.37% | 1.88% | 1.94% | 1.89% |
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 3.06% | 3.37% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.18% | 1.88% | 2.00% | 2.00% |
Frequently Asked Questions
With a correlation of 0.99, FFEGX and FFEDX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FFEGX has higher volatility (2.65%) compared to FFEDX (2.47%). In terms of maximum drawdown, FFEGX dropped -23.85% vs FFEDX's -22.60%.
FFEGX currently has the higher Sharpe Ratio (2.50 vs 2.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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