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FFOPX vs. FIPFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFOPX vs. FIPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). The values are adjusted to include any dividend payments, if applicable.

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FFOPX vs. FIPFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FFOPX
Fidelity Freedom Index 2050 Fund Institutional Premium Class
-4.11%21.41%14.20%19.97%-18.20%15.98%16.55%26.00%-7.19%20.61%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
-4.14%21.40%14.15%19.91%-18.22%15.93%16.46%26.02%-7.28%20.54%

Returns By Period

The year-to-date returns for both stocks are quite close, with FFOPX having a -4.11% return and FIPFX slightly lower at -4.14%. Both investments have delivered pretty close results over the past 10 years, with FFOPX having a 10.44% annualized return and FIPFX not far behind at 10.39%.


FFOPX

1D
-0.17%
1M
-8.49%
YTD
-4.11%
6M
-1.22%
1Y
16.65%
3Y*
14.26%
5Y*
7.78%
10Y*
10.44%

FIPFX

1D
-0.17%
1M
-8.51%
YTD
-4.14%
6M
-1.24%
1Y
16.60%
3Y*
14.20%
5Y*
7.73%
10Y*
10.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FFOPX vs. FIPFX - Expense Ratio Comparison

FFOPX has a 0.08% expense ratio, which is lower than FIPFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FFOPX vs. FIPFX — Risk / Return Rank

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

FFOPX
FFOPX Risk / Return Rank: 6464
Overall Rank
FFOPX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FFOPX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FFOPX Omega Ratio Rank: 6565
Omega Ratio Rank
FFOPX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FFOPX Martin Ratio Rank: 6868
Martin Ratio Rank

FIPFX
FIPFX Risk / Return Rank: 6464
Overall Rank
FIPFX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FIPFX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FIPFX Omega Ratio Rank: 6565
Omega Ratio Rank
FIPFX Calmar Ratio Rank: 6161
Calmar Ratio Rank
FIPFX Martin Ratio Rank: 6868
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.

FFOPX vs. FIPFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). 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.


FFOPXFIPFXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.10

0.00

Sortino ratio

Return per unit of downside risk

1.61

1.60

0.00

Omega ratio

Gain probability vs. loss probability

1.24

1.24

0.00

Calmar ratio

Return relative to maximum drawdown

1.38

1.38

0.00

Martin ratio

Return relative to average drawdown

6.41

6.40

+0.02

FFOPX vs. FIPFX - Sharpe Ratio Comparison

The current FFOPX Sharpe Ratio is 1.10, which is comparable to the FIPFX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of FFOPX and FIPFX, 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


FFOPXFIPFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.10

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.54

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.69

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.65

-0.03

Correlation

The correlation between FFOPX and FIPFX is 1.00, 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

FFOPX vs. FIPFX - Dividend Comparison

FFOPX's dividend yield for the trailing twelve months is around 2.09%, more than FIPFX's 2.06% yield.


TTM20252024202320222021202020192018201720162015
FFOPX
Fidelity Freedom Index 2050 Fund Institutional Premium Class
2.09%2.01%2.04%1.98%2.07%2.05%1.97%15.21%2.32%2.09%2.14%2.01%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
2.06%1.97%2.00%1.94%2.02%1.93%1.95%15.16%2.28%2.05%2.09%2.00%

Drawdowns

FFOPX vs. FIPFX - Drawdown Comparison

The maximum FFOPX drawdown since its inception was -30.71%, roughly equal to the maximum FIPFX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for FFOPX and FIPFX.


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Drawdown Indicators


FFOPXFIPFXDifference

Max Drawdown

Largest peak-to-trough decline

-30.71%

-30.71%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-10.81%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-26.18%

-26.20%

+0.02%

Max Drawdown (10Y)

Largest decline over 10 years

-30.71%

-30.71%

0.00%

Current Drawdown

Current decline from peak

-8.97%

-8.96%

-0.01%

Average Drawdown

Average peak-to-trough decline

-4.73%

-4.24%

-0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

2.33%

0.00%

Volatility

FFOPX vs. FIPFX - Volatility Comparison

Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) have volatilities of 4.97% and 4.95%, 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


FFOPXFIPFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.97%

4.95%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

8.70%

8.69%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

15.17%

15.17%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.27%

14.27%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

15.10%

-0.01%