FFSFX vs. FFFHX
Compare and contrast key facts about Fidelity Freedom 2065 Fund (FFSFX) and Fidelity Freedom 2050 Fund (FFFHX).
FFSFX is managed by Fidelity. It was launched on Jun 28, 2019. FFFHX is managed by Fidelity. It was launched on Jun 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSFX or FFFHX.
Key characteristics
| FFSFX | FFFHX | |
|---|---|---|
| YTD Return | 17.49% | 18.00% |
| 1Y Return | 28.82% | 29.34% |
| 3Y Return (Ann) | 0.87% | -0.30% |
| 5Y Return (Ann) | 7.69% | 5.66% |
| Sharpe Ratio | 2.63 | 2.67 |
| Sortino Ratio | 3.66 | 3.70 |
| Omega Ratio | 1.48 | 1.49 |
| Calmar Ratio | 1.47 | 1.30 |
| Martin Ratio | 16.91 | 17.17 |
| Ulcer Index | 1.78% | 1.78% |
| Daily Std Dev | 11.44% | 11.45% |
| Max Drawdown | -33.17% | -55.81% |
| Current Drawdown | -0.14% | -1.09% |
Correlation
The correlation between FFSFX and FFFHX 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
FFSFX vs. FFFHX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFSFX having a 17.49% return and FFFHX slightly higher at 18.00%. 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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FFSFX vs. FFFHX - Expense Ratio Comparison
Both FFSFX and FFFHX have an expense ratio of 0.75%.
Risk-Adjusted Performance
FFSFX vs. FFFHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2065 Fund (FFSFX) and Fidelity Freedom 2050 Fund (FFFHX). 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
FFSFX vs. FFFHX - Dividend Comparison
FFSFX's dividend yield for the trailing twelve months is around 1.07%, which matches FFFHX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSFX Fidelity Freedom 2065 Fund | 1.07% | 1.25% | 2.03% | 2.12% | 1.02% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFFHX Fidelity Freedom 2050 Fund | 1.07% | 1.27% | 2.12% | 2.26% | 1.04% | 1.49% | 1.64% | 1.11% | 1.42% | 4.26% | 11.75% | 7.62% |
Drawdowns
FFSFX vs. FFFHX - Drawdown Comparison
The maximum FFSFX drawdown since its inception was -33.17%, smaller than the maximum FFFHX drawdown of -55.81%. Use the drawdown chart below to compare losses from any high point for FFSFX and FFFHX. For additional features, visit the drawdowns tool.
Volatility
FFSFX vs. FFFHX - Volatility Comparison
Fidelity Freedom 2065 Fund (FFSFX) and Fidelity Freedom 2050 Fund (FFFHX) have volatilities of 3.04% and 3.10%, 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.