FFEZX vs. FHLKX

In the year-to-date period, FFEZX achieves a 4.44% return, which is significantly higher than FHLKX's 3.47% return.

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FFEZX has a 0.08% expense ratio, which is lower than FHLKX's 0.37% expense ratio.

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.

The current FFEZX Sharpe Ratio is 0.77, which is comparable to the FHLKX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FFEZX and FHLKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFEZX's dividend yield for the trailing twelve months is around 2.66%, less than FHLKX's 2.86% yield.

The maximum FFEZX drawdown since its inception was -35.67%, which is greater than FHLKX's maximum drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for FFEZX and FHLKX. For additional features, visit the drawdowns tool.

Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) has a higher volatility of 2.95% compared to Fidelity Health Savings Fund Class K (FHLKX) at 1.49%. 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.