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FFFFX vs. FSNVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFFFX vs. FSNVX - Performance Comparison

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

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FFFFX vs. FSNVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FFFFX
Fidelity Freedom 2040 Fund
-2.91%22.01%13.20%20.06%-18.31%16.57%18.24%25.38%-8.94%7.40%
FSNVX
Fidelity Freedom 2040 Fund Class K
-2.91%22.12%16.08%20.08%-18.17%16.62%18.44%25.49%-8.87%7.42%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with FFFFX at -2.91% and FSNVX at -2.91%.


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%

FSNVX

1D
-0.23%
1M
-8.26%
YTD
-2.91%
6M
0.35%
1Y
18.25%
3Y*
15.60%
5Y*
8.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FFFFX vs. FSNVX - Expense Ratio Comparison

FFFFX has a 0.75% expense ratio, which is higher than FSNVX's 0.65% expense ratio.


Return for Risk

FFFFX vs. FSNVX — 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

FSNVX
FSNVX Risk / Return Rank: 7272
Overall Rank
FSNVX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FSNVX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FSNVX Omega Ratio Rank: 7272
Omega Ratio Rank
FSNVX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FSNVX Martin Ratio Rank: 7373
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. FSNVX - Risk-Adjusted Trends Comparison

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


FFFFXFSNVXDifference

Sharpe ratio

Return per unit of total volatility

1.25

1.26

-0.01

Sortino ratio

Return per unit of downside risk

1.79

1.80

-0.01

Omega ratio

Gain probability vs. loss probability

1.27

1.27

0.00

Calmar ratio

Return relative to maximum drawdown

1.59

1.52

+0.07

Martin ratio

Return relative to average drawdown

7.23

6.95

+0.28

FFFFX vs. FSNVX - Sharpe Ratio Comparison

The current FFFFX Sharpe Ratio is 1.25, which is comparable to the FSNVX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of FFFFX and FSNVX, 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


FFFFXFSNVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.26

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.59

-0.05

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

0.64

-0.29

Correlation

The correlation between FFFFX and FSNVX 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. FSNVX - Dividend Comparison

FFFFX's dividend yield for the trailing twelve months is around 5.23%, which matches FSNVX's 5.23% 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%
FSNVX
Fidelity Freedom 2040 Fund Class K
5.23%5.08%5.22%1.85%12.39%12.13%5.74%6.76%8.06%3.10%0.00%0.00%

Drawdowns

FFFFX vs. FSNVX - Drawdown Comparison

The maximum FFFFX drawdown since its inception was -54.10%, which is greater than FSNVX's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for FFFFX and FSNVX.


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Drawdown Indicators


FFFFXFSNVXDifference

Max Drawdown

Largest peak-to-trough decline

-54.10%

-30.96%

-23.14%

Max Drawdown (1Y)

Largest decline over 1 year

-10.33%

-10.33%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-27.21%

-27.21%

0.00%

Max Drawdown (10Y)

Largest decline over 10 years

-30.93%

Current Drawdown

Current decline from peak

-8.71%

-8.71%

0.00%

Average Drawdown

Average peak-to-trough decline

-11.21%

-5.67%

-5.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

2.34%

-0.07%

Volatility

FFFFX vs. FSNVX - Volatility Comparison

Fidelity Freedom 2040 Fund (FFFFX) and Fidelity Freedom 2040 Fund Class K (FSNVX) have volatilities of 5.14% and 5.11%, 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


FFFFXFSNVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

5.11%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

8.54%

8.52%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

14.49%

14.43%

+0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

14.25%

+0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.00%

15.66%

-0.66%