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FHANX vs. FDKVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHANX and FDKVX is 0.99, 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.


-0.50.00.51.01.0

Performance

FHANX vs. FDKVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2060 Fund (FHANX) and Fidelity Freedom 2060 Fund (FDKVX). The values are adjusted to include any dividend payments, if applicable.

20.00%25.00%30.00%35.00%40.00%45.00%50.00%55.00%JulyAugustSeptemberOctoberNovemberDecember
47.65%
32.66%
FHANX
FDKVX

Key characteristics

Sharpe Ratio

FHANX:

1.42

FDKVX:

1.42

Sortino Ratio

FHANX:

1.98

FDKVX:

1.98

Omega Ratio

FHANX:

1.26

FDKVX:

1.26

Calmar Ratio

FHANX:

1.24

FDKVX:

0.98

Martin Ratio

FHANX:

8.64

FDKVX:

8.66

Ulcer Index

FHANX:

1.88%

FDKVX:

1.89%

Daily Std Dev

FHANX:

11.43%

FDKVX:

11.55%

Max Drawdown

FHANX:

-32.40%

FDKVX:

-34.53%

Current Drawdown

FHANX:

-3.96%

FDKVX:

-3.95%

Returns By Period

The year-to-date returns for both investments are quite close, with FHANX having a 14.10% return and FDKVX slightly higher at 14.15%.


FHANX

YTD

14.10%

1M

-0.91%

6M

4.21%

1Y

14.92%

5Y*

5.97%

10Y*

N/A

FDKVX

YTD

14.15%

1M

-0.87%

6M

4.07%

1Y

15.13%

5Y*

4.77%

10Y*

5.37%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FHANX vs. FDKVX - Expense Ratio Comparison

FHANX has a 0.49% expense ratio, which is lower than FDKVX's 0.75% expense ratio.


FDKVX
Fidelity Freedom 2060 Fund
Expense ratio chart for FDKVX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for FHANX: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

FHANX vs. FDKVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2060 Fund (FHANX) and Fidelity Freedom 2060 Fund (FDKVX). 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.


Sharpe ratio
The chart of Sharpe ratio for FHANX, currently valued at 1.42, compared to the broader market-1.000.001.002.003.004.001.421.42
The chart of Sortino ratio for FHANX, currently valued at 1.98, compared to the broader market-2.000.002.004.006.008.0010.001.981.98
The chart of Omega ratio for FHANX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.26
The chart of Calmar ratio for FHANX, currently valued at 1.24, compared to the broader market0.002.004.006.008.0010.0012.0014.001.240.98
The chart of Martin ratio for FHANX, currently valued at 8.64, compared to the broader market0.0020.0040.0060.008.648.66
FHANX
FDKVX

The current FHANX Sharpe Ratio is 1.42, which is comparable to the FDKVX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FHANX and FDKVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.42
1.42
FHANX
FDKVX

Dividends

FHANX vs. FDKVX - Dividend Comparison

FHANX's dividend yield for the trailing twelve months is around 1.40%, more than FDKVX's 1.09% yield.


TTM2023202220212020201920182017201620152014
FHANX
Fidelity Freedom Blend 2060 Fund
1.40%1.60%2.29%2.35%1.14%1.55%1.77%0.00%0.00%0.00%0.00%
FDKVX
Fidelity Freedom 2060 Fund
1.09%1.25%2.10%2.23%1.03%1.49%1.53%1.08%1.28%1.96%2.68%

Drawdowns

FHANX vs. FDKVX - Drawdown Comparison

The maximum FHANX drawdown since its inception was -32.40%, smaller than the maximum FDKVX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for FHANX and FDKVX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.96%
-3.95%
FHANX
FDKVX

Volatility

FHANX vs. FDKVX - Volatility Comparison

Fidelity Freedom Blend 2060 Fund (FHANX) and Fidelity Freedom 2060 Fund (FDKVX) have volatilities of 3.41% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.41%
3.33%
FHANX
FDKVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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