PortfoliosLab logoPortfoliosLab logo
FFOPX vs. FZTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFOPX vs. FZTKX - 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 2050 Fund Class K6 (FZTKX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FFOPX vs. FZTKX - 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%10.11%
FZTKX
Fidelity Freedom 2050 Fund Class K6
-3.41%24.06%14.42%20.87%-18.12%16.89%18.56%25.66%-8.72%9.82%

Returns By Period

In the year-to-date period, FFOPX achieves a -4.11% return, which is significantly lower than FZTKX's -3.41% return.


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%

FZTKX

1D
-0.32%
1M
-9.10%
YTD
-3.41%
6M
0.27%
1Y
19.74%
3Y*
15.63%
5Y*
8.42%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


FFOPX vs. FZTKX - Expense Ratio Comparison

FFOPX has a 0.08% expense ratio, which is lower than FZTKX's 0.50% expense ratio.


Return for Risk

FFOPX vs. FZTKX — 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

FZTKX
FZTKX Risk / Return Rank: 7070
Overall Rank
FZTKX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FZTKX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FZTKX Omega Ratio Rank: 7171
Omega Ratio Rank
FZTKX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FZTKX Martin Ratio Rank: 7272
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. FZTKX - 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 2050 Fund Class K6 (FZTKX). 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.


FFOPXFZTKXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.24

-0.13

Sortino ratio

Return per unit of downside risk

1.61

1.77

-0.16

Omega ratio

Gain probability vs. loss probability

1.24

1.26

-0.03

Calmar ratio

Return relative to maximum drawdown

1.38

1.49

-0.10

Martin ratio

Return relative to average drawdown

6.41

6.80

-0.38

FFOPX vs. FZTKX - Sharpe Ratio Comparison

The current FFOPX Sharpe Ratio is 1.10, which is comparable to the FZTKX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of FFOPX and FZTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FFOPXFZTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.24

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.57

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.65

-0.03

Correlation

The correlation between FFOPX and FZTKX 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

FFOPX vs. FZTKX - Dividend Comparison

FFOPX's dividend yield for the trailing twelve months is around 2.09%, less than FZTKX's 4.49% 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%
FZTKX
Fidelity Freedom 2050 Fund Class K6
4.49%4.33%2.33%2.06%12.18%12.02%5.15%6.78%8.12%2.88%0.00%0.00%

Drawdowns

FFOPX vs. FZTKX - Drawdown Comparison

The maximum FFOPX drawdown since its inception was -30.71%, roughly equal to the maximum FZTKX drawdown of -30.91%. Use the drawdown chart below to compare losses from any high point for FFOPX and FZTKX.


Loading graphics...

Drawdown Indicators


FFOPXFZTKXDifference

Max Drawdown

Largest peak-to-trough decline

-30.71%

-30.91%

+0.20%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-11.25%

+0.44%

Max Drawdown (5Y)

Largest decline over 5 years

-26.18%

-27.13%

+0.95%

Max Drawdown (10Y)

Largest decline over 10 years

-30.71%

Current Drawdown

Current decline from peak

-8.97%

-9.68%

+0.71%

Average Drawdown

Average peak-to-trough decline

-4.73%

-5.55%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

2.57%

-0.24%

Volatility

FFOPX vs. FZTKX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) is 4.97%, while Fidelity Freedom 2050 Fund Class K6 (FZTKX) has a volatility of 5.62%. This indicates that FFOPX experiences smaller price fluctuations and is considered to be less risky than FZTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FFOPXFZTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.97%

5.62%

-0.65%

Volatility (6M)

Calculated over the trailing 6-month period

8.70%

9.52%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

15.17%

16.00%

-0.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.27%

14.86%

-0.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

15.89%

-0.80%