FFFFX vs. TCLOX

The year-to-date returns for both investments are quite close, with FFFFX having a 3.28% return and TCLOX slightly higher at 3.44%. Over the past 10 years, FFFFX has underperformed TCLOX with an annualized return of 3.63%, while TCLOX has yielded a comparatively higher 3.95% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund (FFFFX) and TIAA-CREF Lifecycle 2040 Fund (TCLOX). 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 0.41, which is comparable to the TCLOX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FFFFX and TCLOX, 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 1.36%, more than TCLOX's 1.25% yield.

The maximum FFFFX drawdown since its inception was -53.23%, roughly equal to the maximum TCLOX drawdown of -54.35%. Use the drawdown chart below to compare losses from any high point for FFFFX and TCLOX. For additional features, visit the drawdowns tool.

Fidelity Freedom 2040 Fund (FFFFX) has a higher volatility of 4.52% compared to TIAA-CREF Lifecycle 2040 Fund (TCLOX) at 3.28%. This indicates that FFFFX's price experiences larger fluctuations and is considered to be riskier than TCLOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.