FFVFX vs. VTMFX

In the year-to-date period, FFVFX achieves a 2.71% return, which is significantly higher than VTMFX's -1.56% return. Over the past 10 years, FFVFX has underperformed VTMFX with an annualized return of 1.18%, while VTMFX has yielded a comparatively higher 7.16% annualized return.

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FFVFX has a 0.54% expense ratio, which is higher than VTMFX's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2015 Fund (FFVFX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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.

The current FFVFX Sharpe Ratio is 0.72, which is comparable to the VTMFX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FFVFX and VTMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFVFX's dividend yield for the trailing twelve months is around 2.41%, more than VTMFX's 2.22% yield.

The maximum FFVFX drawdown since its inception was -35.81%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for FFVFX and VTMFX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Freedom 2015 Fund (FFVFX) is 2.43%, while Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) has a volatility of 3.01%. This indicates that FFVFX experiences smaller price fluctuations and is considered to be less risky than VTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.