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FHARX vs. FFFFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHARX vs. FFFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2040 Fund (FHARX) and Fidelity Freedom 2040 Fund (FFFFX). The values are adjusted to include any dividend payments, if applicable.

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FHARX vs. FFFFX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHARX
Fidelity Freedom Blend 2040 Fund
-0.55%21.06%15.55%19.98%-19.04%16.24%17.79%26.54%-14.70%
FFFFX
Fidelity Freedom 2040 Fund
-0.30%22.01%13.20%20.06%-18.31%16.57%18.24%25.38%-12.61%

Returns By Period

In the year-to-date period, FHARX achieves a -0.55% return, which is significantly lower than FFFFX's -0.30% return.


FHARX

1D
2.63%
1M
-5.24%
YTD
-0.55%
6M
2.35%
1Y
19.62%
3Y*
15.93%
5Y*
8.08%
10Y*

FFFFX

1D
2.69%
1M
-5.26%
YTD
-0.30%
6M
2.81%
1Y
20.81%
3Y*
15.62%
5Y*
8.00%
10Y*
10.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHARX vs. FFFFX - Expense Ratio Comparison

FHARX has a 0.49% expense ratio, which is lower than FFFFX's 0.75% expense ratio.


Return for Risk

FHARX vs. FFFFX — Risk / Return Rank

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

FHARX
FHARX Risk / Return Rank: 7777
Overall Rank
FHARX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FHARX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FHARX Omega Ratio Rank: 7575
Omega Ratio Rank
FHARX Calmar Ratio Rank: 7878
Calmar Ratio Rank
FHARX Martin Ratio Rank: 8383
Martin Ratio Rank

FFFFX
FFFFX Risk / Return Rank: 8181
Overall Rank
FFFFX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FFFFX Sortino Ratio Rank: 8080
Sortino Ratio Rank
FFFFX Omega Ratio Rank: 7979
Omega Ratio Rank
FFFFX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FFFFX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHARX vs. FFFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2040 Fund (FHARX) and Fidelity Freedom 2040 Fund (FFFFX). 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.


FHARXFFFFXDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.46

-0.08

Sortino ratio

Return per unit of downside risk

1.97

2.07

-0.09

Omega ratio

Gain probability vs. loss probability

1.30

1.31

-0.02

Calmar ratio

Return relative to maximum drawdown

1.92

2.05

-0.14

Martin ratio

Return relative to average drawdown

8.69

9.19

-0.50

FHARX vs. FFFFX - Sharpe Ratio Comparison

The current FHARX Sharpe Ratio is 1.38, which is comparable to the FFFFX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of FHARX and FFFFX, 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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Sharpe Ratios by Period


FHARXFFFFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.46

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.56

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.36

+0.22

Correlation

The correlation between FHARX and FFFFX 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.


Dividends

FHARX vs. FFFFX - Dividend Comparison

FHARX's dividend yield for the trailing twelve months is around 2.83%, less than FFFFX's 5.09% yield.


TTM20252024202320222021202020192018201720162015
FHARX
Fidelity Freedom Blend 2040 Fund
2.83%2.81%4.90%1.83%6.18%8.65%4.91%3.40%0.00%0.00%0.00%0.00%
FFFFX
Fidelity Freedom 2040 Fund
5.09%5.07%2.63%1.72%12.33%12.09%5.67%6.69%7.97%4.37%4.05%4.81%

Drawdowns

FHARX vs. FFFFX - Drawdown Comparison

The maximum FHARX drawdown since its inception was -31.37%, smaller than the maximum FFFFX drawdown of -54.10%. Use the drawdown chart below to compare losses from any high point for FHARX and FFFFX.


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Drawdown Indicators


FHARXFFFFXDifference

Max Drawdown

Largest peak-to-trough decline

-31.37%

-54.10%

+22.73%

Max Drawdown (1Y)

Largest decline over 1 year

-10.48%

-10.33%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-27.70%

-27.21%

-0.49%

Max Drawdown (10Y)

Largest decline over 10 years

-30.93%

Current Drawdown

Current decline from peak

-6.23%

-6.25%

+0.02%

Average Drawdown

Average peak-to-trough decline

-6.18%

-11.21%

+5.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.31%

2.31%

0.00%

Volatility

FHARX vs. FFFFX - Volatility Comparison

Fidelity Freedom Blend 2040 Fund (FHARX) and Fidelity Freedom 2040 Fund (FFFFX) have volatilities of 5.80% and 5.98%, 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.


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Volatility by Period


FHARXFFFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.80%

5.98%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

8.77%

8.94%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

14.69%

14.70%

-0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.38%

14.31%

+0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.64%

15.02%

+1.62%