FFTHX vs. FIHFX
Compare and contrast key facts about Fidelity Freedom 2035 Fund (FFTHX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX).
FFTHX is managed by Fidelity. It was launched on Nov 6, 2003. FIHFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFTHX or FIHFX.
Key characteristics
| FFTHX | FIHFX | |
|---|---|---|
| YTD Return | 13.87% | 13.71% |
| 1Y Return | 25.13% | 24.87% |
| 3Y Return (Ann) | -1.66% | 2.99% |
| 5Y Return (Ann) | 3.85% | 8.43% |
| 10Y Return (Ann) | 4.09% | 8.12% |
| Sharpe Ratio | 2.58 | 2.72 |
| Sortino Ratio | 3.72 | 3.90 |
| Omega Ratio | 1.48 | 1.51 |
| Calmar Ratio | 1.02 | 1.90 |
| Martin Ratio | 16.84 | 17.65 |
| Ulcer Index | 1.45% | 1.36% |
| Daily Std Dev | 9.44% | 8.84% |
| Max Drawdown | -50.94% | -28.42% |
| Current Drawdown | -4.94% | -0.08% |
Correlation
The correlation between FFTHX and FIHFX is 0.98, 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
FFTHX vs. FIHFX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FFTHX having a 13.87% return and FIHFX slightly lower at 13.71%. Over the past 10 years, FFTHX has underperformed FIHFX with an annualized return of 4.09%, while FIHFX has yielded a comparatively higher 8.12% annualized return. 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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FFTHX vs. FIHFX - Expense Ratio Comparison
FFTHX has a 0.71% expense ratio, which is higher than FIHFX's 0.12% expense ratio.
Risk-Adjusted Performance
FFTHX vs. FIHFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund (FFTHX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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
FFTHX vs. FIHFX - Dividend Comparison
FFTHX's dividend yield for the trailing twelve months is around 1.47%, less than FIHFX's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 1.47% | 1.60% | 2.27% | 2.30% | 1.06% | 1.53% | 1.67% | 1.12% | 1.40% | 4.20% | 9.03% | 7.08% |
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 1.95% | 2.10% | 1.93% | 1.47% | 1.40% | 1.82% | 2.15% | 1.72% | 1.90% | 2.03% | 3.37% | 0.16% |
Drawdowns
FFTHX vs. FIHFX - Drawdown Comparison
The maximum FFTHX drawdown since its inception was -50.94%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for FFTHX and FIHFX. For additional features, visit the drawdowns tool.
Volatility
FFTHX vs. FIHFX - Volatility Comparison
Fidelity Freedom 2035 Fund (FFTHX) has a higher volatility of 2.60% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 2.30%. This indicates that FFTHX's price experiences larger fluctuations and is considered to be riskier than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.