FFEZX vs. FHLKX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Health Savings Fund Class K (FHLKX).
FFEZX is managed by Fidelity. It was launched on Oct 2, 2009. FHLKX is managed by Fidelity. It was launched on Mar 2, 2020.
Performance
FFEZX vs. FHLKX - Performance Comparison
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FFEZX vs. FHLKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FFEZX Fidelity Freedom Index 2035 Fund Institutional Premium Class | -1.05% | 17.36% | 11.27% | 17.31% | -17.55% | 13.80% | 23.00% |
FHLKX Fidelity Health Savings Fund Class K | 0.45% | 12.17% | 7.06% | 9.82% | -14.79% | 5.50% | 10.70% |
Returns By Period
In the year-to-date period, FFEZX achieves a -1.05% return, which is significantly lower than FHLKX's 0.45% return.
FFEZX
- 1D
- 1.97%
- 1M
- -4.32%
- YTD
- -1.05%
- 6M
- 0.99%
- 1Y
- 15.14%
- 3Y*
- 12.53%
- 5Y*
- 6.38%
- 10Y*
- 9.61%
FHLKX
- 1D
- 1.18%
- 1M
- -2.78%
- YTD
- 0.45%
- 6M
- 2.17%
- 1Y
- 11.27%
- 3Y*
- 8.33%
- 5Y*
- 3.62%
- 10Y*
- —
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FFEZX vs. FHLKX - Expense Ratio Comparison
FFEZX has a 0.08% expense ratio, which is lower than FHLKX's 0.37% expense ratio.
Return for Risk
FFEZX vs. FHLKX — Risk / Return Rank
FFEZX
FHLKX
FFEZX vs. FHLKX - 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 Health Savings Fund Class K (FHLKX). 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 | FHLKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.69 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.95 | 2.37 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.36 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.31 | -0.44 |
Martin ratioReturn relative to average drawdown | 8.42 | 10.04 | -1.62 |
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 | FHLKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.69 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.64 | 0.00 |
Correlation
The correlation between FFEZX and FHLKX is 0.89, 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. FHLKX - Dividend Comparison
FFEZX's dividend yield for the trailing twelve months is around 2.83%, less than FHLKX's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEZX Fidelity Freedom Index 2035 Fund Institutional Premium Class | 2.83% | 2.80% | 2.54% | 2.13% | 2.08% | 2.04% | 2.18% | 16.18% | 2.27% | 1.85% | 2.01% | 2.04% |
FHLKX Fidelity Health Savings Fund Class K | 3.05% | 3.05% | 3.01% | 2.88% | 3.85% | 2.84% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFEZX vs. FHLKX - Drawdown Comparison
The maximum FFEZX drawdown since its inception was -28.46%, which is greater than FHLKX's maximum drawdown of -19.09%. Use the drawdown chart below to compare losses from any high point for FFEZX and FHLKX.
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Drawdown Indicators
| FFEZX | FHLKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.46% | -19.09% | -9.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -4.97% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.83% | -19.09% | -5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -28.46% | — | — |
Current DrawdownCurrent decline from peak | -5.08% | -3.20% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -4.94% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.14% | +0.72% |
Volatility
FFEZX vs. FHLKX - Volatility Comparison
Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) has a higher volatility of 4.49% compared to Fidelity Health Savings Fund Class K (FHLKX) at 3.08%. This indicates that FFEZX's price experiences larger fluctuations and is considered to be riskier than FHLKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEZX | FHLKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 3.08% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 4.53% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.54% | 6.84% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.89% | 6.67% | +5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 7.28% | +6.07% |