FFSDX vs. FDKVX
Compare and contrast key facts about Fidelity Freedom 2065 Fund Class K (FFSDX) and Fidelity Freedom 2060 Fund (FDKVX).
FFSDX is managed by Fidelity. It was launched on Jun 28, 2019. FDKVX is managed by Fidelity. It was launched on Aug 5, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSDX or FDKVX.
Key characteristics
| FFSDX | FDKVX | |
|---|---|---|
| YTD Return | 17.39% | 17.46% |
| 1Y Return | 29.95% | 30.13% |
| 3Y Return (Ann) | 0.88% | 0.07% |
| 5Y Return (Ann) | 7.67% | 6.23% |
| Sharpe Ratio | 2.54 | 2.55 |
| Sortino Ratio | 3.53 | 3.55 |
| Omega Ratio | 1.46 | 1.47 |
| Calmar Ratio | 1.39 | 1.27 |
| Martin Ratio | 16.36 | 16.57 |
| Ulcer Index | 1.79% | 1.77% |
| Daily Std Dev | 11.51% | 11.52% |
| Max Drawdown | -33.16% | -34.53% |
| Current Drawdown | -0.36% | -0.33% |
Correlation
The correlation between FFSDX and FDKVX 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
FFSDX vs. FDKVX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFSDX having a 17.39% return and FDKVX slightly higher at 17.46%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFSDX vs. FDKVX - Expense Ratio Comparison
FFSDX has a 0.65% expense ratio, which is lower than FDKVX's 0.75% expense ratio.
Risk-Adjusted Performance
FFSDX vs. FDKVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2065 Fund Class K (FFSDX) and Fidelity Freedom 2060 Fund (FDKVX). 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.
Dividends
FFSDX vs. FDKVX - Dividend Comparison
FFSDX's dividend yield for the trailing twelve months is around 1.19%, more than FDKVX's 1.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FFSDX Fidelity Freedom 2065 Fund Class K | 1.19% | 1.39% | 2.06% | 2.17% | 1.06% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDKVX Fidelity Freedom 2060 Fund | 1.06% | 1.25% | 2.10% | 2.23% | 1.03% | 1.49% | 1.53% | 1.08% | 1.28% | 1.96% | 2.68% |
Drawdowns
FFSDX vs. FDKVX - Drawdown Comparison
The maximum FFSDX drawdown since its inception was -33.16%, roughly equal to the maximum FDKVX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for FFSDX and FDKVX. For additional features, visit the drawdowns tool.
Volatility
FFSDX vs. FDKVX - Volatility Comparison
Fidelity Freedom 2065 Fund Class K (FFSDX) and Fidelity Freedom 2060 Fund (FDKVX) have volatilities of 3.22% and 3.22%, 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.