FFFFX vs. FELIX

In the year-to-date period, FFFFX achieves a -0.00% return, which is significantly higher than FELIX's -13.20% return. Over the past 10 years, FFFFX has underperformed FELIX with an annualized return of 3.43%, while FELIX has yielded a comparatively higher 23.65% annualized return.

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Both FFFFX and FELIX have an expense ratio of 0.75%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Advisor Semiconductors Fund Class I (FELIX). 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 FFFFX Sharpe Ratio is 0.27, which is higher than the FELIX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of FFFFX and FELIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFFFX's dividend yield for the trailing twelve months is around 1.41%, while FELIX has not paid dividends to shareholders.

The maximum FFFFX drawdown since its inception was -53.23%, smaller than the maximum FELIX drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FFFFX and FELIX. For additional features, visit the drawdowns tool.