FFEZX vs. FFFFX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Freedom 2040 Fund (FFFFX).
FFEZX is managed by Fidelity. It was launched on Oct 2, 2009. FFFFX is managed by Fidelity. It was launched on Sep 6, 2000.
Performance
FFEZX vs. FFFFX - Performance Comparison
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FFEZX vs. FFFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEZX Fidelity Freedom Index 2035 Fund Institutional Premium Class | -2.97% | 17.36% | 11.27% | 17.31% | -17.55% | 13.80% | 15.58% | 24.92% | -6.72% | 20.40% |
FFFFX Fidelity Freedom 2040 Fund | -2.91% | 22.01% | 13.20% | 20.06% | -18.31% | 16.57% | 18.24% | 25.38% | -8.94% | 22.26% |
Returns By Period
The year-to-date returns for both investments are quite close, with FFEZX having a -2.97% return and FFFFX slightly higher at -2.91%. Over the past 10 years, FFEZX has underperformed FFFFX with an annualized return of 9.39%, while FFFFX has yielded a comparatively higher 10.66% annualized return.
FFEZX
- 1D
- 0.04%
- 1M
- -6.68%
- YTD
- -2.97%
- 6M
- -0.63%
- 1Y
- 13.34%
- 3Y*
- 11.80%
- 5Y*
- 6.20%
- 10Y*
- 9.39%
FFFFX
- 1D
- -0.23%
- 1M
- -8.26%
- YTD
- -2.91%
- 6M
- 0.34%
- 1Y
- 18.14%
- 3Y*
- 14.60%
- 5Y*
- 7.70%
- 10Y*
- 10.66%
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FFEZX vs. FFFFX - Expense Ratio Comparison
FFEZX has a 0.08% expense ratio, which is lower than FFFFX's 0.75% expense ratio.
Return for Risk
FFEZX vs. FFFFX — Risk / Return Rank
FFEZX
FFFFX
FFEZX vs. FFFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Freedom 2040 Fund (FFFFX). 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.
| FFEZX | FFFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.25 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.79 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.59 | -0.11 |
Martin ratioReturn relative to average drawdown | 6.77 | 7.23 | -0.46 |
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
| FFEZX | FFFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.25 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.54 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.71 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.35 | +0.28 |
Correlation
The correlation between FFEZX and FFFFX 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
FFEZX vs. FFFFX - Dividend Comparison
FFEZX's dividend yield for the trailing twelve months is around 2.89%, less than FFFFX's 5.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEZX Fidelity Freedom Index 2035 Fund Institutional Premium Class | 2.89% | 2.80% | 2.54% | 2.13% | 2.08% | 2.04% | 2.18% | 16.18% | 2.27% | 1.85% | 2.01% | 2.04% |
FFFFX Fidelity Freedom 2040 Fund | 5.23% | 5.07% | 2.63% | 1.72% | 12.33% | 12.09% | 5.67% | 6.69% | 7.97% | 4.37% | 4.05% | 4.81% |
Drawdowns
FFEZX vs. FFFFX - Drawdown Comparison
The maximum FFEZX drawdown since its inception was -28.46%, smaller than the maximum FFFFX drawdown of -54.10%. Use the drawdown chart below to compare losses from any high point for FFEZX and FFFFX.
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Drawdown Indicators
| FFEZX | FFFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.46% | -54.10% | +25.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -10.33% | +1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.83% | -27.21% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -28.46% | -30.93% | +2.47% |
Current DrawdownCurrent decline from peak | -6.92% | -8.71% | +1.79% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -11.21% | +6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.27% | -0.44% |
Volatility
FFEZX vs. FFFFX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) is 3.88%, while Fidelity Freedom 2040 Fund (FFFFX) has a volatility of 5.14%. This indicates that FFEZX experiences smaller price fluctuations and is considered to be less risky than FFFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEZX | FFFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.14% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 8.54% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 14.49% | -3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.86% | 14.26% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.34% | 15.00% | -1.66% |