FFTHX vs. RPFGX
FFTHX (Fidelity Freedom 2035 Fund) and RPFGX (Davis Financial Fund) are both mutual funds - FFTHX is a Target Retirement Date fund actively managed by Fidelity, while RPFGX is a Financials Equities fund managed by BlackRock. Over the past 10 years, FFTHX returned 10.23%/yr vs 13.12%/yr for RPFGX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. FFTHX charges 0.63%/yr vs 0.94%/yr for RPFGX.
Performance
FFTHX vs. RPFGX - Performance Comparison
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Returns By Period
In the year-to-date period, FFTHX achieves a 8.54% return, which is significantly higher than RPFGX's 3.49% return. Over the past 10 years, FFTHX has underperformed RPFGX with an annualized return of 10.23%, while RPFGX has yielded a comparatively higher 13.12% annualized return.
FFTHX
- 1D
- 1.63%
- 1M
- -1.11%
- 6M
- 5.51%
- YTD
- 8.54%
- 1Y
- 17.92%
- 3Y*
- 14.11%
- 5Y*
- 7.40%
- 10Y*
- 10.23%
- ALL TIME*
- 7.29%
RPFGX
- 1D
- 0.06%
- 1M
- 1.03%
- 6M
- 4.89%
- YTD
- 3.49%
- 1Y
- 19.21%
- 3Y*
- 22.49%
- 5Y*
- 13.84%
- 10Y*
- 13.12%
- ALL TIME*
- 12.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
RPFGX Davis Financial Fund | $0.00 | $0.00 | $0.00 |
FFTHX vs. RPFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 8.54% | 19.16% | 11.03% | 17.67% | -17.67% | 14.44% | 17.14% | 24.49% | -8.40% | 20.73% |
RPFGX Davis Financial Fund | 3.49% | 29.28% | 29.54% | 15.60% | -8.91% | 31.45% | -5.87% | 26.51% | -11.74% | 19.24% |
Correlation
The correlation between FFTHX and RPFGX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 8, 2003 | 0.79 |
Over the past year, the correlation between FFTHX and RPFGX has dropped to 0.56 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
FFTHX vs. RPFGX — Risk / Return Rank
FFTHX
RPFGX
FFTHX vs. RPFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund (FFTHX) and Davis Financial Fund (RPFGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FFTHX | RPFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.12 | +1.14 |
| Martin ratioReturn relative to average drawdown | 9.26 | 2.91 | +6.35 |
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Drawdowns
FFTHX vs. RPFGX - Drawdown Comparison
The maximum FFTHX drawdown since its inception was -52.86%, smaller than the maximum RPFGX drawdown of -67.11%. Use the drawdown chart below to compare losses from any high point for FFTHX and RPFGX.
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Drawdown Indicators
| FFTHX | RPFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.86% | -67.11% | +14.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.52% | -14.54% | +7.02% |
Max Drawdown (3Y)Largest decline over 3 years | -11.60% | -16.30% | +4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.94% | -26.86% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -28.81% | -45.24% | +16.43% |
Current DrawdownCurrent decline from peak | -2.09% | -1.26% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -9.83% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 5.58% | -3.75% |
Volatility
FFTHX vs. RPFGX - Volatility Comparison
The current volatility for Fidelity Freedom 2035 Fund (FFTHX) is 3.29%, while Davis Financial Fund (RPFGX) has a volatility of 4.21%. This indicates that FFTHX experiences smaller price fluctuations and is considered to be less risky than RPFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFTHX | RPFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 4.21% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 11.76% | -2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.83% | 15.14% | -4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 19.10% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.45% | 22.21% | -8.76% |
FFTHX vs. RPFGX - Expense Ratio Comparison
FFTHX has a 0.63% expense ratio, which is lower than RPFGX's 0.94% expense ratio.
Dividends
FFTHX vs. RPFGX - Dividend Comparison
FFTHX's dividend yield for the trailing twelve months is around 5.94%, more than RPFGX's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 5.94% | 5.03% | 2.75% | 1.86% | 11.21% | 11.62% | 5.93% | 6.75% | 7.66% | 3.17% | 4.00% | 5.97% |
RPFGX Davis Financial Fund | 3.84% | 3.98% | 4.19% | 6.96% | 3.41% | 6.60% | 5.60% | 7.96% | 8.93% | 2.32% | 1.68% | 2.26% |
Frequently Asked Questions
FFTHX and RPFGX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPFGX has higher volatility (4.21%) compared to FFTHX (3.29%). In terms of maximum drawdown, FFTHX dropped -52.86% vs RPFGX's -67.11%.
FFTHX currently has the higher Sharpe Ratio (1.57 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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