FFIZX vs. TAUSX
Compare and contrast key facts about Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) and John Hancock Investment Grade Bond Fund (TAUSX).
FFIZX is managed by Fidelity. It was launched on Oct 2, 2009. TAUSX is managed by John Hancock. It was launched on Dec 31, 1991.
Performance
FFIZX vs. TAUSX - Performance Comparison
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FFIZX vs. TAUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIZX Fidelity Freedom Index 2040 Fund Institutional Premium Class | -1.32% | 19.93% | 13.37% | 19.44% | -18.15% | 15.97% | 16.51% | 26.01% | -7.20% | 20.57% |
TAUSX John Hancock Investment Grade Bond Fund | -0.56% | 7.38% | 0.94% | 4.76% | -14.69% | -1.49% | 9.52% | 8.71% | -0.38% | 3.88% |
Returns By Period
In the year-to-date period, FFIZX achieves a -1.32% return, which is significantly lower than TAUSX's -0.56% return. Over the past 10 years, FFIZX has outperformed TAUSX with an annualized return of 10.49%, while TAUSX has yielded a comparatively lower 1.61% annualized return.
FFIZX
- 1D
- 2.37%
- 1M
- -4.98%
- YTD
- -1.32%
- 6M
- 1.05%
- 1Y
- 17.78%
- 3Y*
- 14.46%
- 5Y*
- 7.63%
- 10Y*
- 10.49%
TAUSX
- 1D
- 0.22%
- 1M
- -1.94%
- YTD
- -0.56%
- 6M
- 0.21%
- 1Y
- 3.64%
- 3Y*
- 3.01%
- 5Y*
- -0.46%
- 10Y*
- 1.61%
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FFIZX vs. TAUSX - Expense Ratio Comparison
FFIZX has a 0.08% expense ratio, which is lower than TAUSX's 0.74% expense ratio.
Return for Risk
FFIZX vs. TAUSX — Risk / Return Rank
FFIZX
TAUSX
FFIZX vs. TAUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) and John Hancock Investment Grade Bond Fund (TAUSX). 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.
| FFIZX | TAUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.88 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.25 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.16 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.43 | +0.41 |
Martin ratioReturn relative to average drawdown | 8.44 | 4.17 | +4.27 |
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
| FFIZX | TAUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.88 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | -0.08 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.32 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.02 | -0.39 |
Correlation
The correlation between FFIZX and TAUSX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FFIZX vs. TAUSX - Dividend Comparison
FFIZX's dividend yield for the trailing twelve months is around 2.41%, less than TAUSX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIZX Fidelity Freedom Index 2040 Fund Institutional Premium Class | 2.41% | 2.38% | 2.23% | 2.00% | 2.13% | 2.08% | 2.02% | 18.32% | 2.26% | 1.86% | 2.04% | 2.04% |
TAUSX John Hancock Investment Grade Bond Fund | 3.70% | 3.99% | 3.40% | 2.64% | 2.50% | 2.25% | 4.49% | 2.83% | 2.83% | 2.65% | 2.66% | 2.88% |
Drawdowns
FFIZX vs. TAUSX - Drawdown Comparison
The maximum FFIZX drawdown since its inception was -30.69%, which is greater than TAUSX's maximum drawdown of -19.90%. Use the drawdown chart below to compare losses from any high point for FFIZX and TAUSX.
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Drawdown Indicators
| FFIZX | TAUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.69% | -19.90% | -10.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -3.11% | -6.87% |
Max Drawdown (5Y)Largest decline over 5 years | -26.07% | -19.90% | -6.17% |
Max Drawdown (10Y)Largest decline over 10 years | -30.69% | -19.90% | -10.79% |
Current DrawdownCurrent decline from peak | -5.92% | -5.13% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -2.36% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 1.06% | +1.11% |
Volatility
FFIZX vs. TAUSX - Volatility Comparison
Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) has a higher volatility of 5.25% compared to John Hancock Investment Grade Bond Fund (TAUSX) at 1.67%. This indicates that FFIZX's price experiences larger fluctuations and is considered to be riskier than TAUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFIZX | TAUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 1.67% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 2.68% | +5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.93% | 4.56% | +9.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.76% | 6.02% | +7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 4.97% | +9.88% |