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FFLDX vs. VFFVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


FFLDXVFFVX
YTD Return8.34%8.11%
1Y Return20.39%20.79%
3Y Return (Ann)4.96%4.95%
5Y Return (Ann)10.25%10.28%
Sharpe Ratio2.012.02
Daily Std Dev10.62%10.79%
Max Drawdown-30.72%-31.40%
Current Drawdown-0.19%-0.20%

Correlation

-0.50.00.51.01.0

The correlation between FFLDX and VFFVX 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.

Performance

FFLDX vs. VFFVX - Performance Comparison

The year-to-date returns for both stocks are quite close, with FFLDX having a 8.34% return and VFFVX slightly lower at 8.11%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


80.00%90.00%100.00%110.00%December2024FebruaryMarchAprilMay
111.56%
108.20%
FFLDX
VFFVX

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Freedom Index 2055 Fund

Vanguard Target Retirement 2055 Fund

FFLDX vs. VFFVX - Expense Ratio Comparison

Both FFLDX and VFFVX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


FFLDX
Fidelity Freedom Index 2055 Fund
Expense ratio chart for FFLDX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%
Expense ratio chart for VFFVX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FFLDX vs. VFFVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund (FFLDX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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.


FFLDX
Sharpe ratio
The chart of Sharpe ratio for FFLDX, currently valued at 2.01, compared to the broader market-1.000.001.002.003.004.002.01
Sortino ratio
The chart of Sortino ratio for FFLDX, currently valued at 2.91, compared to the broader market-2.000.002.004.006.008.0010.0012.002.91
Omega ratio
The chart of Omega ratio for FFLDX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.36
Calmar ratio
The chart of Calmar ratio for FFLDX, currently valued at 1.40, compared to the broader market0.002.004.006.008.0010.0012.001.40
Martin ratio
The chart of Martin ratio for FFLDX, currently valued at 6.04, compared to the broader market0.0020.0040.0060.006.04
VFFVX
Sharpe ratio
The chart of Sharpe ratio for VFFVX, currently valued at 2.02, compared to the broader market-1.000.001.002.003.004.002.02
Sortino ratio
The chart of Sortino ratio for VFFVX, currently valued at 2.93, compared to the broader market-2.000.002.004.006.008.0010.0012.002.93
Omega ratio
The chart of Omega ratio for VFFVX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.36
Calmar ratio
The chart of Calmar ratio for VFFVX, currently valued at 1.47, compared to the broader market0.002.004.006.008.0010.0012.001.47
Martin ratio
The chart of Martin ratio for VFFVX, currently valued at 6.49, compared to the broader market0.0020.0040.0060.006.49

FFLDX vs. VFFVX - Sharpe Ratio Comparison

The current FFLDX Sharpe Ratio is 2.01, which roughly equals the VFFVX Sharpe Ratio of 2.02. The chart below compares the 12-month rolling Sharpe Ratio of FFLDX and VFFVX.


Rolling 12-month Sharpe Ratio1.001.502.00December2024FebruaryMarchAprilMay
2.01
2.02
FFLDX
VFFVX

Dividends

FFLDX vs. VFFVX - Dividend Comparison

FFLDX's dividend yield for the trailing twelve months is around 1.84%, less than VFFVX's 2.02% yield.


TTM20232022202120202019201820172016201520142013
FFLDX
Fidelity Freedom Index 2055 Fund
1.84%1.96%3.04%1.99%1.91%10.83%2.44%1.97%2.42%2.32%0.00%0.00%
VFFVX
Vanguard Target Retirement 2055 Fund
2.02%2.18%2.19%10.03%1.82%2.15%2.35%1.83%1.99%1.98%1.75%1.58%

Drawdowns

FFLDX vs. VFFVX - Drawdown Comparison

The maximum FFLDX drawdown since its inception was -30.72%, roughly equal to the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FFLDX and VFFVX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-0.19%
-0.20%
FFLDX
VFFVX

Volatility

FFLDX vs. VFFVX - Volatility Comparison

Fidelity Freedom Index 2055 Fund (FFLDX) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 2.95% and 2.93%, 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.


2.00%2.50%3.00%3.50%4.00%December2024FebruaryMarchAprilMay
2.95%
2.93%
FFLDX
VFFVX