FFFFX vs. FATWX
Compare and contrast key facts about Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Advisor Freedom 2025 Fund Class A (FATWX).
FFFFX is managed by Fidelity. It was launched on Sep 6, 2000. FATWX is managed by Fidelity. It was launched on Nov 6, 2003.
Performance
FFFFX vs. FATWX - Performance Comparison
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FFFFX vs. FATWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFFX Fidelity Freedom 2040 Fund | -0.30% | 22.01% | 13.20% | 20.06% | -18.31% | 16.57% | 18.24% | 25.38% | -8.94% | 22.26% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -0.37% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
Returns By Period
In the year-to-date period, FFFFX achieves a -0.30% return, which is significantly higher than FATWX's -0.37% return. Over the past 10 years, FFFFX has outperformed FATWX with an annualized return of 10.96%, while FATWX has yielded a comparatively lower 7.36% annualized return.
FFFFX
- 1D
- 2.69%
- 1M
- -5.26%
- YTD
- -0.30%
- 6M
- 2.81%
- 1Y
- 20.81%
- 3Y*
- 15.62%
- 5Y*
- 8.00%
- 10Y*
- 10.96%
FATWX
- 1D
- 1.82%
- 1M
- -4.00%
- YTD
- -0.37%
- 6M
- 1.34%
- 1Y
- 12.97%
- 3Y*
- 10.14%
- 5Y*
- 4.53%
- 10Y*
- 7.36%
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FFFFX vs. FATWX - Expense Ratio Comparison
FFFFX has a 0.75% expense ratio, which is lower than FATWX's 0.87% expense ratio.
Return for Risk
FFFFX vs. FATWX — Risk / Return Rank
FFFFX
FATWX
FFFFX vs. FATWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Advisor Freedom 2025 Fund Class A (FATWX). 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.
| FFFFX | FATWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.38 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.95 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.89 | +0.16 |
Martin ratioReturn relative to average drawdown | 9.19 | 7.95 | +1.24 |
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
| FFFFX | FATWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.38 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.46 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.46 | -0.11 |
Correlation
The correlation between FFFFX and FATWX is 0.96, 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
FFFFX vs. FATWX - Dividend Comparison
FFFFX's dividend yield for the trailing twelve months is around 5.09%, less than FATWX's 7.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFFX Fidelity Freedom 2040 Fund | 5.09% | 5.07% | 2.63% | 1.72% | 12.33% | 12.09% | 5.67% | 6.69% | 7.97% | 4.37% | 4.05% | 4.81% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.72% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
Drawdowns
FFFFX vs. FATWX - Drawdown Comparison
The maximum FFFFX drawdown since its inception was -54.10%, which is greater than FATWX's maximum drawdown of -49.44%. Use the drawdown chart below to compare losses from any high point for FFFFX and FATWX.
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Drawdown Indicators
| FFFFX | FATWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.10% | -49.44% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -7.13% | -3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -27.21% | -23.85% | -3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -23.85% | -7.08% |
Current DrawdownCurrent decline from peak | -6.25% | -4.68% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -5.81% | -5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 1.70% | +0.61% |
Volatility
FFFFX vs. FATWX - Volatility Comparison
Fidelity Freedom 2040 Fund (FFFFX) has a higher volatility of 5.98% compared to Fidelity Advisor Freedom 2025 Fund Class A (FATWX) at 4.19%. This indicates that FFFFX's price experiences larger fluctuations and is considered to be riskier than FATWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFFX | FATWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.19% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 6.05% | +2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 9.77% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.31% | 9.85% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 10.12% | +4.90% |