FFTWX vs. FQIFX
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. FQIFX 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: FFTWX or FQIFX.
Key characteristics
| FFTWX | FQIFX | |
|---|---|---|
| YTD Return | 11.03% | 10.73% |
| 1Y Return | 20.34% | 19.84% |
| 3Y Return (Ann) | 1.38% | 1.58% |
| 5Y Return (Ann) | 6.65% | 6.14% |
| 10Y Return (Ann) | 6.73% | 6.45% |
| Sharpe Ratio | 2.67 | 2.77 |
| Sortino Ratio | 3.95 | 4.10 |
| Omega Ratio | 1.50 | 1.53 |
| Calmar Ratio | 1.55 | 1.60 |
| Martin Ratio | 16.70 | 17.23 |
| Ulcer Index | 1.26% | 1.19% |
| Daily Std Dev | 7.92% | 7.42% |
| Max Drawdown | -44.91% | -22.66% |
| Current Drawdown | -0.69% | -0.61% |
Correlation
The correlation between FFTWX and FQIFX 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
FFTWX vs. FQIFX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FFTWX having a 11.03% return and FQIFX slightly lower at 10.73%. Both investments have delivered pretty close results over the past 10 years, with FFTWX having a 6.73% annualized return and FQIFX not far behind at 6.45%. 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. FQIFX - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is higher than FQIFX's 0.12% expense ratio.
Risk-Adjusted Performance
FFTWX vs. FQIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX). 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. FQIFX - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 1.98%, less than FQIFX's 2.18% 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% |
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.18% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% | 0.27% |
Drawdowns
FFTWX vs. FQIFX - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, which is greater than FQIFX's maximum drawdown of -22.66%. Use the drawdown chart below to compare losses from any high point for FFTWX and FQIFX. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. FQIFX - Volatility Comparison
Fidelity Freedom 2025 Fund (FFTWX) has a higher volatility of 2.06% compared to Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) at 1.85%. This indicates that FFTWX's price experiences larger fluctuations and is considered to be riskier than FQIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.