FFEGX vs. SSBRX
FFEGX (Fidelity Freedom Index 2030 Fund Institutional Premium Class) and SSBRX (State Street Target Retirement 2025 Fund) are both Target Retirement Date funds. Over the past 10 years, FFEGX returned 8.69%/yr vs 7.63%/yr for SSBRX. Their 0.97 correlation means they have historically moved very closely together. FFEGX charges 0.08%/yr vs 0.13%/yr for SSBRX.
Performance
FFEGX vs. SSBRX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with FFEGX having a 6.45% return and SSBRX slightly lower at 6.18%. Over the past 10 years, FFEGX has outperformed SSBRX with an annualized return of 8.69%, while SSBRX has yielded a comparatively lower 7.63% annualized return.
FFEGX
- 1D
- 0.13%
- 1M
- -0.58%
- 6M
- 4.19%
- YTD
- 6.45%
- 1Y
- 14.33%
- 3Y*
- 11.98%
- 5Y*
- 5.83%
- 10Y*
- 8.69%
- ALL TIME*
- 8.02%
SSBRX
- 1D
- 0.15%
- 1M
- 0.07%
- 6M
- 4.36%
- YTD
- 6.18%
- 1Y
- 12.50%
- 3Y*
- 10.65%
- 5Y*
- 4.95%
- 10Y*
- 7.63%
- ALL TIME*
- 7.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FFEGX vs. SSBRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 6.45% | 15.93% | 9.55% | 15.16% | -16.81% | 10.94% | 14.38% | 22.10% | -5.55% | 18.03% |
SSBRX State Street Target Retirement 2025 Fund | 6.18% | 12.93% | 8.73% | 13.61% | -15.51% | 10.03% | 14.68% | 20.73% | -5.47% | 14.32% |
Correlation
The correlation between FFEGX and SSBRX is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2015 | 0.97 |
The correlation between FFEGX and SSBRX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FFEGX vs. SSBRX — Risk / Return Rank
FFEGX
SSBRX
FFEGX vs. SSBRX - 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 State Street Target Retirement 2025 Fund (SSBRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FFEGX | SSBRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.40 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.77 | -0.59 |
| Martin ratioReturn relative to average drawdown | 9.00 | 12.00 | -3.00 |
Loading charts...
Drawdowns
FFEGX vs. SSBRX - Drawdown Comparison
The maximum FFEGX drawdown since its inception was -23.85%, which is greater than SSBRX's maximum drawdown of -21.96%. Use the drawdown chart below to compare losses from any high point for FFEGX and SSBRX.
Loading charts...
Drawdown Indicators
| FFEGX | SSBRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -21.96% | -1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -4.44% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -9.36% | -7.36% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -21.13% | -2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -21.96% | -1.89% |
Current DrawdownCurrent decline from peak | -1.48% | -0.52% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -3.68% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 1.02% | +0.54% |
Volatility
FFEGX vs. SSBRX - Volatility Comparison
Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) has a higher volatility of 2.48% compared to State Street Target Retirement 2025 Fund (SSBRX) at 1.47%. This indicates that FFEGX's price experiences larger fluctuations and is considered to be riskier than SSBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FFEGX | SSBRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 1.47% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 4.89% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.71% | 5.93% | +2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 8.86% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.17% | 9.75% | +1.42% |
FFEGX vs. SSBRX - Expense Ratio Comparison
FFEGX has a 0.08% expense ratio, which is lower than SSBRX's 0.13% 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%.
Dividends
FFEGX vs. SSBRX - Dividend Comparison
FFEGX's dividend yield for the trailing twelve months is around 3.11%, less than SSBRX's 5.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 3.11% | 3.37% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.18% | 1.88% | 2.00% | 2.00% |
SSBRX State Street Target Retirement 2025 Fund | 5.71% | 6.07% | 6.67% | 4.60% | 6.60% | 6.44% | 4.74% | 6.58% | 5.35% | 0.60% | 1.84% | 2.38% |
Frequently Asked Questions
With a correlation of 0.96, FFEGX and SSBRX 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 (2.48%) compared to SSBRX (1.47%). In terms of maximum drawdown, FFEGX dropped -23.85% vs SSBRX's -21.96%.
SSBRX currently has the higher Sharpe Ratio (2.08 vs 1.61), 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.
Find the right allocation for FFEGX and SSBRX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer