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FFFFX vs. FHARX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFFFX vs. FHARX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Freedom Blend 2040 Fund (FHARX). The values are adjusted to include any dividend payments, if applicable.

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FFFFX vs. FHARX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FFFFX
Fidelity Freedom 2040 Fund
-2.91%22.01%13.20%20.06%-18.31%16.57%18.24%25.38%-12.61%
FHARX
Fidelity Freedom Blend 2040 Fund
-3.09%21.06%15.55%19.98%-19.04%16.24%17.79%26.54%-14.70%

Returns By Period

In the year-to-date period, FFFFX achieves a -2.91% return, which is significantly higher than FHARX's -3.09% 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%

FHARX

1D
-0.21%
1M
-8.21%
YTD
-3.09%
6M
-0.06%
1Y
17.13%
3Y*
14.93%
5Y*
7.80%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FFFFX vs. FHARX - Expense Ratio Comparison

FFFFX has a 0.75% expense ratio, which is higher than FHARX's 0.49% expense ratio.


Return for Risk

FFFFX vs. FHARX — Risk / Return Rank

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

FFFFX
FFFFX Risk / Return Rank: 7373
Overall Rank
FFFFX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FFFFX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FFFFX Omega Ratio Rank: 7373
Omega Ratio Rank
FFFFX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FFFFX Martin Ratio Rank: 7575
Martin Ratio Rank

FHARX
FHARX Risk / Return Rank: 6969
Overall Rank
FHARX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FHARX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FHARX Omega Ratio Rank: 6969
Omega Ratio Rank
FHARX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FHARX Martin Ratio Rank: 7272
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.

FFFFX vs. FHARX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Freedom Blend 2040 Fund (FHARX). 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.


FFFFXFHARXDifference

Sharpe ratio

Return per unit of total volatility

1.25

1.18

+0.07

Sortino ratio

Return per unit of downside risk

1.79

1.70

+0.09

Omega ratio

Gain probability vs. loss probability

1.27

1.25

+0.01

Calmar ratio

Return relative to maximum drawdown

1.59

1.48

+0.11

Martin ratio

Return relative to average drawdown

7.23

6.82

+0.41

FFFFX vs. FHARX - Sharpe Ratio Comparison

The current FFFFX Sharpe Ratio is 1.25, which is comparable to the FHARX Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of FFFFX and FHARX, 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


FFFFXFHARXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.18

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.55

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.56

-0.21

Correlation

The correlation between FFFFX and FHARX 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

FFFFX vs. FHARX - Dividend Comparison

FFFFX's dividend yield for the trailing twelve months is around 5.23%, more than FHARX's 2.90% yield.


TTM20252024202320222021202020192018201720162015
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%
FHARX
Fidelity Freedom Blend 2040 Fund
2.90%2.81%4.90%1.83%6.18%8.65%4.91%3.40%0.00%0.00%0.00%0.00%

Drawdowns

FFFFX vs. FHARX - Drawdown Comparison

The maximum FFFFX drawdown since its inception was -54.10%, which is greater than FHARX's maximum drawdown of -31.37%. Use the drawdown chart below to compare losses from any high point for FFFFX and FHARX.


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Drawdown Indicators


FFFFXFHARXDifference

Max Drawdown

Largest peak-to-trough decline

-54.10%

-31.37%

-22.73%

Max Drawdown (1Y)

Largest decline over 1 year

-10.33%

-10.48%

+0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-27.21%

-27.70%

+0.49%

Max Drawdown (10Y)

Largest decline over 10 years

-30.93%

Current Drawdown

Current decline from peak

-8.71%

-8.63%

-0.08%

Average Drawdown

Average peak-to-trough decline

-11.21%

-6.18%

-5.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

2.28%

-0.01%

Volatility

FFFFX vs. FHARX - Volatility Comparison

Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Freedom Blend 2040 Fund (FHARX) have volatilities of 5.14% and 4.98%, 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


FFFFXFHARXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

4.98%

+0.16%

Volatility (6M)

Calculated over the trailing 6-month period

8.54%

8.39%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

14.49%

14.49%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

14.33%

-0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.00%

16.61%

-1.61%