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FFFEX vs. FHATX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFFEX vs. FHATX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2030 Fund (FFFEX) and Fidelity Freedom Blend 2030 Fund (FHATX). The values are adjusted to include any dividend payments, if applicable.

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FFFEX vs. FHATX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FFFEX
Fidelity Freedom 2030 Fund
-0.15%17.68%9.22%15.37%-16.97%11.53%15.64%21.82%-9.98%
FHATX
Fidelity Freedom Blend 2030 Fund
-0.31%16.87%11.20%15.29%-17.26%11.13%15.04%22.58%-12.00%

Returns By Period

In the year-to-date period, FFFEX achieves a -0.15% return, which is significantly higher than FHATX's -0.31% return.


FFFEX

1D
1.98%
1M
-4.26%
YTD
-0.15%
6M
2.22%
1Y
15.66%
3Y*
11.83%
5Y*
5.60%
10Y*
8.80%

FHATX

1D
1.93%
1M
-4.31%
YTD
-0.31%
6M
1.79%
1Y
14.86%
3Y*
12.10%
5Y*
5.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FFFEX vs. FHATX - Expense Ratio Comparison

FFFEX has a 0.66% expense ratio, which is higher than FHATX's 0.46% expense ratio.


Return for Risk

FFFEX vs. FHATX — Risk / Return Rank

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

FFFEX
FFFEX Risk / Return Rank: 8181
Overall Rank
FFFEX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FFFEX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FFFEX Omega Ratio Rank: 7979
Omega Ratio Rank
FFFEX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FFFEX Martin Ratio Rank: 8585
Martin Ratio Rank

FHATX
FHATX Risk / Return Rank: 7777
Overall Rank
FHATX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FHATX Sortino Ratio Rank: 7777
Sortino Ratio Rank
FHATX Omega Ratio Rank: 7676
Omega Ratio Rank
FHATX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FHATX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FFFEX vs. FHATX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund (FFFEX) and Fidelity Freedom Blend 2030 Fund (FHATX). 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.


FFFEXFHATXDifference

Sharpe ratio

Return per unit of total volatility

1.50

1.42

+0.08

Sortino ratio

Return per unit of downside risk

2.12

2.02

+0.10

Omega ratio

Gain probability vs. loss probability

1.32

1.30

+0.01

Calmar ratio

Return relative to maximum drawdown

2.06

1.93

+0.14

Martin ratio

Return relative to average drawdown

8.87

8.49

+0.38

FFFEX vs. FHATX - Sharpe Ratio Comparison

The current FFFEX Sharpe Ratio is 1.50, which is comparable to the FHATX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FFFEX and FHATX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FFFEXFHATXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

1.42

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.53

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.60

-0.10

Correlation

The correlation between FFFEX and FHATX is 0.99, 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

FFFEX vs. FHATX - Dividend Comparison

FFFEX's dividend yield for the trailing twelve months is around 5.45%, more than FHATX's 3.01% yield.


TTM20252024202320222021202020192018201720162015
FFFEX
Fidelity Freedom 2030 Fund
5.45%5.44%2.94%1.87%10.06%10.92%6.24%6.79%7.32%4.60%3.86%4.52%
FHATX
Fidelity Freedom Blend 2030 Fund
3.01%3.00%4.18%2.22%5.68%7.21%4.46%3.33%0.00%0.00%0.00%0.00%

Drawdowns

FFFEX vs. FHATX - Drawdown Comparison

The maximum FFFEX drawdown since its inception was -51.83%, which is greater than FHATX's maximum drawdown of -24.70%. Use the drawdown chart below to compare losses from any high point for FFFEX and FHATX.


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Drawdown Indicators


FFFEXFHATXDifference

Max Drawdown

Largest peak-to-trough decline

-51.83%

-24.70%

-27.13%

Max Drawdown (1Y)

Largest decline over 1 year

-7.81%

-7.98%

+0.17%

Max Drawdown (5Y)

Largest decline over 5 years

-24.32%

-24.67%

+0.35%

Max Drawdown (10Y)

Largest decline over 10 years

-24.64%

Current Drawdown

Current decline from peak

-5.01%

-4.95%

-0.06%

Average Drawdown

Average peak-to-trough decline

-9.06%

-5.45%

-3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

1.81%

+0.01%

Volatility

FFFEX vs. FHATX - Volatility Comparison

Fidelity Freedom 2030 Fund (FFFEX) and Fidelity Freedom Blend 2030 Fund (FHATX) have volatilities of 4.58% and 4.56%, 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.


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Volatility by Period


FFFEXFHATXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.58%

4.56%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

6.65%

6.65%

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

10.80%

10.91%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.69%

10.79%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.38%

12.37%

-0.99%