PortfoliosLab logoPortfoliosLab logo
FFEGX vs. FIPFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFEGX vs. FIPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FFEGX vs. FIPFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%-5.55%18.03%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
-4.14%21.40%14.15%19.91%-18.22%15.93%16.46%26.02%-7.28%20.54%

Returns By Period

In the year-to-date period, FFEGX achieves a -2.61% return, which is significantly higher than FIPFX's -4.14% return. Over the past 10 years, FFEGX has underperformed FIPFX with an annualized return of 8.20%, while FIPFX has yielded a comparatively higher 10.39% annualized 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%

FIPFX

1D
-0.17%
1M
-8.51%
YTD
-4.14%
6M
-1.24%
1Y
16.60%
3Y*
14.20%
5Y*
7.73%
10Y*
10.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FFEGX vs. FIPFX - Expense Ratio Comparison

FFEGX has a 0.08% expense ratio, which is lower than FIPFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FFEGX vs. FIPFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFEGX
FFEGX Risk / Return Rank: 6969
Overall Rank
FFEGX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FFEGX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FFEGX Omega Ratio Rank: 6969
Omega Ratio Rank
FFEGX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FFEGX Martin Ratio Rank: 7272
Martin Ratio Rank

FIPFX
FIPFX Risk / Return Rank: 6464
Overall Rank
FIPFX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FIPFX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FIPFX Omega Ratio Rank: 6565
Omega Ratio Rank
FIPFX Calmar Ratio Rank: 6161
Calmar Ratio Rank
FIPFX Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FFEGX vs. FIPFX - 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 2050 Fund Investor Class (FIPFX). 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.


FFEGXFIPFXDifference

Sharpe ratio

Return per unit of total volatility

1.20

1.10

+0.10

Sortino ratio

Return per unit of downside risk

1.72

1.60

+0.12

Omega ratio

Gain probability vs. loss probability

1.25

1.24

+0.01

Calmar ratio

Return relative to maximum drawdown

1.52

1.38

+0.14

Martin ratio

Return relative to average drawdown

6.76

6.40

+0.37

FFEGX vs. FIPFX - Sharpe Ratio Comparison

The current FFEGX Sharpe Ratio is 1.20, which is comparable to the FIPFX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of FFEGX and FIPFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FFEGXFIPFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

1.10

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.54

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.69

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.65

0.00

Correlation

The correlation between FFEGX and FIPFX 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.


Dividends

FFEGX vs. FIPFX - Dividend Comparison

FFEGX's dividend yield for the trailing twelve months is around 3.46%, more than FIPFX's 2.06% yield.


TTM20252024202320222021202020192018201720162015
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%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
2.06%1.97%2.00%1.94%2.02%1.93%1.95%15.16%2.28%2.05%2.09%2.00%

Drawdowns

FFEGX vs. FIPFX - Drawdown Comparison

The maximum FFEGX drawdown since its inception was -23.85%, smaller than the maximum FIPFX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for FFEGX and FIPFX.


Loading graphics...

Drawdown Indicators


FFEGXFIPFXDifference

Max Drawdown

Largest peak-to-trough decline

-23.85%

-30.71%

+6.86%

Max Drawdown (1Y)

Largest decline over 1 year

-7.42%

-10.81%

+3.39%

Max Drawdown (5Y)

Largest decline over 5 years

-23.26%

-26.20%

+2.94%

Max Drawdown (10Y)

Largest decline over 10 years

-23.85%

-30.71%

+6.86%

Current Drawdown

Current decline from peak

-6.30%

-8.96%

+2.66%

Average Drawdown

Average peak-to-trough decline

-4.21%

-4.24%

+0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

2.33%

-0.67%

Volatility

FFEGX vs. FIPFX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is 3.53%, while Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) has a volatility of 4.95%. This indicates that FFEGX experiences smaller price fluctuations and is considered to be less risky than FIPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FFEGXFIPFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.53%

4.95%

-1.42%

Volatility (6M)

Calculated over the trailing 6-month period

5.83%

8.69%

-2.86%

Volatility (1Y)

Calculated over the trailing 1-year period

10.06%

15.17%

-5.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.24%

14.27%

-4.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.20%

15.10%

-3.90%