FFEGX vs. FHATX
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and Fidelity Freedom Blend 2030 Fund (FHATX).
FFEGX is managed by Fidelity. It was launched on Oct 2, 2009. FHATX is managed by Fidelity. It was launched on Aug 31, 2018.
Performance
FFEGX vs. FHATX - Performance Comparison
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FFEGX vs. FHATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | -2.61% | 15.93% | 9.55% | 15.16% | -16.81% | 10.94% | 14.38% | 22.10% | -9.26% |
FHATX Fidelity Freedom Blend 2030 Fund | -2.20% | 16.87% | 11.20% | 15.29% | -17.26% | 11.13% | 15.04% | 22.58% | -12.00% |
Returns By Period
In the year-to-date period, FFEGX achieves a -2.61% return, which is significantly lower than FHATX's -2.20% return.
FFEGX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.50%
- 1Y
- 11.91%
- 3Y*
- 10.39%
- 5Y*
- 5.21%
- 10Y*
- 8.20%
FHATX
- 1D
- 0.00%
- 1M
- -6.62%
- YTD
- -2.20%
- 6M
- 0.17%
- 1Y
- 13.18%
- 3Y*
- 11.39%
- 5Y*
- 5.54%
- 10Y*
- —
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FFEGX vs. FHATX - Expense Ratio Comparison
FFEGX has a 0.08% expense ratio, which is lower than FHATX's 0.46% expense ratio.
Return for Risk
FFEGX vs. FHATX — Risk / Return Rank
FFEGX
FHATX
FFEGX vs. FHATX - 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 Blend 2030 Fund (FHATX). 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 | FHATX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.23 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.76 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.54 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.76 | 6.89 | -0.13 |
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 | FHATX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.23 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.57 | +0.07 |
Correlation
The correlation between FFEGX and FHATX is 0.98, 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.
Dividends
FFEGX vs. FHATX - Dividend Comparison
FFEGX's dividend yield for the trailing twelve months is around 3.46%, more than FHATX's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 3.46% | 3.37% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.18% | 1.88% | 2.00% | 2.00% |
FHATX Fidelity Freedom Blend 2030 Fund | 3.07% | 3.00% | 4.18% | 2.22% | 5.68% | 7.21% | 4.46% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFEGX vs. FHATX - Drawdown Comparison
The maximum FFEGX drawdown since its inception was -23.85%, roughly equal to the maximum FHATX drawdown of -24.70%. Use the drawdown chart below to compare losses from any high point for FFEGX and FHATX.
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Drawdown Indicators
| FFEGX | FHATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -24.70% | +0.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -7.98% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -24.67% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | — | — |
Current DrawdownCurrent decline from peak | -6.30% | -6.76% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -5.45% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.78% | -0.12% |
Volatility
FFEGX vs. FHATX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is 3.53%, while Fidelity Freedom Blend 2030 Fund (FHATX) has a volatility of 3.99%. This indicates that FFEGX experiences smaller price fluctuations and is considered to be less risky than FHATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEGX | FHATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.99% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 6.38% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.06% | 10.76% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.24% | 10.76% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.20% | 12.36% | -1.16% |