FFTWX vs. FFSFX
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and Fidelity Freedom 2065 Fund (FFSFX).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. FFSFX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFTWX or FFSFX.
Key characteristics
| FFTWX | FFSFX | |
|---|---|---|
| YTD Return | 11.19% | 17.66% |
| 1Y Return | 20.41% | 29.48% |
| 3Y Return (Ann) | 1.37% | 0.87% |
| 5Y Return (Ann) | 6.64% | 7.66% |
| Sharpe Ratio | 2.59 | 2.57 |
| Sortino Ratio | 3.82 | 3.58 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 1.45 | 1.39 |
| Martin Ratio | 16.30 | 16.54 |
| Ulcer Index | 1.26% | 1.78% |
| Daily Std Dev | 7.96% | 11.46% |
| Max Drawdown | -44.91% | -33.17% |
| Current Drawdown | -0.55% | 0.00% |
Correlation
The correlation between FFTWX and FFSFX is 0.96, 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
FFTWX vs. FFSFX - Performance Comparison
In the year-to-date period, FFTWX achieves a 11.19% return, which is significantly lower than FFSFX's 17.66% 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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FFTWX vs. FFSFX - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is lower than FFSFX's 0.75% expense ratio.
Risk-Adjusted Performance
FFTWX vs. FFSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) and Fidelity Freedom 2065 Fund (FFSFX). 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
FFTWX vs. FFSFX - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 1.98%, more than FFSFX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTWX Fidelity Freedom 2025 Fund | 1.98% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
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% |
Drawdowns
FFTWX vs. FFSFX - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, which is greater than FFSFX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for FFTWX and FFSFX. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. FFSFX - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund (FFTWX) is 2.12%, while Fidelity Freedom 2065 Fund (FFSFX) has a volatility of 3.11%. This indicates that FFTWX experiences smaller price fluctuations and is considered to be less risky than FFSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.