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FFEZX vs. FIWTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFEZX and FIWTX 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.


-0.50.00.51.01.0

Performance

FFEZX vs. FIWTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%AugustSeptemberOctoberNovemberDecember2025
5.14%
2.08%
FFEZX
FIWTX

Key characteristics

Sharpe Ratio

FFEZX:

1.56

FIWTX:

1.01

Sortino Ratio

FFEZX:

2.18

FIWTX:

1.40

Omega Ratio

FFEZX:

1.28

FIWTX:

1.18

Calmar Ratio

FFEZX:

2.81

FIWTX:

0.97

Martin Ratio

FFEZX:

8.33

FIWTX:

4.24

Ulcer Index

FFEZX:

1.66%

FIWTX:

1.66%

Daily Std Dev

FFEZX:

8.92%

FIWTX:

6.98%

Max Drawdown

FFEZX:

-35.67%

FIWTX:

-27.78%

Current Drawdown

FFEZX:

-1.67%

FIWTX:

-2.98%

Returns By Period

In the year-to-date period, FFEZX achieves a 2.06% return, which is significantly higher than FIWTX's 1.59% return.


FFEZX

YTD

2.06%

1M

1.19%

6M

4.95%

1Y

13.34%

5Y*

7.15%

10Y*

N/A

FIWTX

YTD

1.59%

1M

-0.34%

6M

1.95%

1Y

6.70%

5Y*

3.50%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


FFEZX vs. FIWTX - Expense Ratio Comparison

Both FFEZX and FIWTX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


FFEZX
Fidelity Freedom Index 2035 Fund Institutional Premium Class
Expense ratio chart for FFEZX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%
Expense ratio chart for FIWTX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FFEZX vs. FIWTX — Risk-Adjusted Performance Rank

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

FFEZX
The Risk-Adjusted Performance Rank of FFEZX is 7878
Overall Rank
The Sharpe Ratio Rank of FFEZX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of FFEZX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of FFEZX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of FFEZX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of FFEZX is 7979
Martin Ratio Rank

FIWTX
The Risk-Adjusted Performance Rank of FIWTX is 5151
Overall Rank
The Sharpe Ratio Rank of FIWTX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of FIWTX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of FIWTX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of FIWTX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of FIWTX is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FFEZX vs. FIWTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX). 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.


Sharpe ratio
The chart of Sharpe ratio for FFEZX, currently valued at 1.56, compared to the broader market-1.000.001.002.003.004.001.561.01
The chart of Sortino ratio for FFEZX, currently valued at 2.18, compared to the broader market0.005.0010.002.181.40
The chart of Omega ratio for FFEZX, currently valued at 1.28, compared to the broader market1.002.003.004.001.281.18
The chart of Calmar ratio for FFEZX, currently valued at 2.81, compared to the broader market0.005.0010.0015.0020.002.810.97
The chart of Martin ratio for FFEZX, currently valued at 8.33, compared to the broader market0.0020.0040.0060.0080.008.334.24
FFEZX
FIWTX

The current FFEZX Sharpe Ratio is 1.56, which is higher than the FIWTX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of FFEZX and FIWTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.56
1.01
FFEZX
FIWTX

Dividends

FFEZX vs. FIWTX - Dividend Comparison

FFEZX's dividend yield for the trailing twelve months is around 2.30%, less than FIWTX's 2.90% yield.


TTM2024202320222021202020192018201720162015
FFEZX
Fidelity Freedom Index 2035 Fund Institutional Premium Class
2.30%2.35%2.13%1.98%1.57%1.43%1.86%2.21%1.76%1.96%2.04%
FIWTX
Fidelity Freedom Index 2020 Fund Institutional Premium Class
2.90%2.94%2.47%2.67%1.61%1.41%2.07%2.23%1.76%1.86%1.79%

Drawdowns

FFEZX vs. FIWTX - Drawdown Comparison

The maximum FFEZX drawdown since its inception was -35.67%, which is greater than FIWTX's maximum drawdown of -27.78%. Use the drawdown chart below to compare losses from any high point for FFEZX and FIWTX. For additional features, visit the drawdowns tool.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-1.67%
-2.98%
FFEZX
FIWTX

Volatility

FFEZX vs. FIWTX - Volatility Comparison

Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) and Fidelity Freedom Index 2020 Fund Institutional Premium Class (FIWTX) have volatilities of 2.72% and 2.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%AugustSeptemberOctoberNovemberDecember2025
2.72%
2.67%
FFEZX
FIWTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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