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FHAKX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHAKX and FXAIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

FHAKX vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Blend Income Fund Class C (FHAKX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FHAKX:

1.20

FXAIX:

0.75

Sortino Ratio

FHAKX:

1.63

FXAIX:

1.07

Omega Ratio

FHAKX:

1.21

FXAIX:

1.15

Calmar Ratio

FHAKX:

0.78

FXAIX:

0.72

Martin Ratio

FHAKX:

4.03

FXAIX:

2.73

Ulcer Index

FHAKX:

1.41%

FXAIX:

4.85%

Daily Std Dev

FHAKX:

5.03%

FXAIX:

19.78%

Max Drawdown

FHAKX:

-16.96%

FXAIX:

-33.79%

Current Drawdown

FHAKX:

-1.53%

FXAIX:

-3.14%

Returns By Period

In the year-to-date period, FHAKX achieves a 3.21% return, which is significantly higher than FXAIX's 1.34% return.


FHAKX

YTD

3.21%

1M

0.68%

6M

1.50%

1Y

6.01%

3Y*

2.55%

5Y*

1.77%

10Y*

N/A

FXAIX

YTD

1.34%

1M

6.29%

6M

-1.07%

1Y

14.76%

3Y*

14.51%

5Y*

16.00%

10Y*

12.68%

*Annualized

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Fidelity 500 Index Fund

FHAKX vs. FXAIX - Expense Ratio Comparison

FHAKX has a 1.41% expense ratio, which is higher than FXAIX's 0.02% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FHAKX vs. FXAIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHAKX
The Risk-Adjusted Performance Rank of FHAKX is 7777
Overall Rank
The Sharpe Ratio Rank of FHAKX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of FHAKX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of FHAKX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of FHAKX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of FHAKX is 7878
Martin Ratio Rank

FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 6060
Overall Rank
The Sharpe Ratio Rank of FXAIX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FHAKX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend Income Fund Class C (FHAKX) and Fidelity 500 Index Fund (FXAIX). 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 FHAKX Sharpe Ratio is 1.20, which is higher than the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of FHAKX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FHAKX vs. FXAIX - Dividend Comparison

FHAKX's dividend yield for the trailing twelve months is around 2.00%, more than FXAIX's 1.55% yield.


TTM20242023202220212020201920182017201620152014
FHAKX
Fidelity Advisor Freedom Blend Income Fund Class C
2.00%1.99%1.90%3.79%3.49%1.88%1.50%1.27%0.00%0.00%0.00%0.00%
FXAIX
Fidelity 500 Index Fund
1.55%1.25%1.45%1.69%1.22%1.60%2.06%2.72%1.97%2.52%2.83%2.08%

Drawdowns

FHAKX vs. FXAIX - Drawdown Comparison

The maximum FHAKX drawdown since its inception was -16.96%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHAKX and FXAIX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FHAKX vs. FXAIX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom Blend Income Fund Class C (FHAKX) is 1.08%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that FHAKX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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