FFFFX vs. FELIX
Compare and contrast key facts about Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
FFFFX is managed by Fidelity. It was launched on Sep 6, 2000. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FFFFX vs. FELIX - Performance Comparison
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FFFFX vs. FELIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFFX Fidelity Freedom 2040 Fund | -2.91% | 22.01% | 13.20% | 20.06% | -18.31% | 16.57% | 18.24% | 25.38% | -8.94% | 22.26% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.34% | 45.25% | 44.10% | 75.49% | -34.88% | 57.89% | 44.02% | 64.21% | -12.52% | 34.54% |
Returns By Period
In the year-to-date period, FFFFX achieves a -2.91% return, which is significantly lower than FELIX's 0.34% return. Over the past 10 years, FFFFX has underperformed FELIX with an annualized return of 10.66%, while FELIX has yielded a comparatively higher 29.99% annualized return.
FFFFX
- 1D
- -0.23%
- 1M
- -8.26%
- YTD
- -2.91%
- 6M
- 0.34%
- 1Y
- 18.14%
- 3Y*
- 14.60%
- 5Y*
- 7.70%
- 10Y*
- 10.66%
FELIX
- 1D
- -4.25%
- 1M
- -9.99%
- YTD
- 0.34%
- 6M
- 8.31%
- 1Y
- 77.58%
- 3Y*
- 38.40%
- 5Y*
- 28.12%
- 10Y*
- 29.99%
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FFFFX vs. FELIX - Expense Ratio Comparison
Both FFFFX and FELIX have an expense ratio of 0.75%.
Return for Risk
FFFFX vs. FELIX — Risk / Return Rank
FFFFX
FELIX
FFFFX vs. FELIX - Risk-Adjusted Trends Comparison
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.
| FFFFX | FELIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.94 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.55 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.36 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 4.18 | -2.59 |
Martin ratioReturn relative to average drawdown | 7.23 | 15.94 | -8.71 |
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 | FELIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.94 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.75 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.88 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.40 | -0.05 |
Correlation
The correlation between FFFFX and FELIX is 0.78, 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. FELIX - Dividend Comparison
FFFFX's dividend yield for the trailing twelve months is around 5.23%, less than FELIX's 6.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFFX Fidelity Freedom 2040 Fund | 5.23% | 5.07% | 2.63% | 1.72% | 12.33% | 12.09% | 5.67% | 6.69% | 7.97% | 4.37% | 4.05% | 4.81% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 6.49% | 6.51% | 6.44% | 3.15% | 3.09% | 4.14% | 4.43% | 1.04% | 19.34% | 9.50% | 0.55% | 10.37% |
Drawdowns
FFFFX vs. FELIX - Drawdown Comparison
The maximum FFFFX drawdown since its inception was -54.10%, 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.
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Drawdown Indicators
| FFFFX | FELIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.10% | -71.17% | +17.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -17.09% | +6.76% |
Max Drawdown (5Y)Largest decline over 5 years | -27.21% | -46.02% | +18.81% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -46.02% | +15.09% |
Current DrawdownCurrent decline from peak | -8.71% | -14.65% | +5.94% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -21.27% | +10.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 4.49% | -2.22% |
Volatility
FFFFX vs. FELIX - Volatility Comparison
The current volatility for Fidelity Freedom 2040 Fund (FFFFX) is 5.14%, while Fidelity Advisor Semiconductors Fund Class I (FELIX) has a volatility of 10.51%. This indicates that FFFFX experiences smaller price fluctuations and is considered to be less risky than FELIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFFX | FELIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 10.51% | -5.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 24.76% | -16.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 39.67% | -25.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 37.96% | -23.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.00% | 34.34% | -19.34% |