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FHASX vs. FIHFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHASX and FIHFX is 0.92, 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

FHASX vs. FIHFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2035 Fund (FHASX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FHASX:

0.61

FIHFX:

0.78

Sortino Ratio

FHASX:

0.95

FIHFX:

1.14

Omega Ratio

FHASX:

1.13

FIHFX:

1.16

Calmar Ratio

FHASX:

0.68

FIHFX:

0.83

Martin Ratio

FHASX:

2.86

FIHFX:

3.62

Ulcer Index

FHASX:

2.77%

FIHFX:

2.51%

Daily Std Dev

FHASX:

12.78%

FIHFX:

12.03%

Max Drawdown

FHASX:

-30.82%

FIHFX:

-35.66%

Current Drawdown

FHASX:

-0.08%

FIHFX:

0.00%

Returns By Period

The year-to-date returns for both stocks are quite close, with FHASX having a 4.66% return and FIHFX slightly lower at 4.56%.


FHASX

YTD

4.66%

1M

7.48%

6M

2.89%

1Y

7.74%

3Y*

9.50%

5Y*

7.98%

10Y*

N/A

FIHFX

YTD

4.56%

1M

7.36%

6M

3.47%

1Y

9.23%

3Y*

9.91%

5Y*

9.69%

10Y*

6.14%

*Annualized

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FHASX vs. FIHFX - Expense Ratio Comparison

FHASX has a 0.48% expense ratio, which is higher than FIHFX's 0.12% expense ratio.


Risk-Adjusted Performance

FHASX vs. FIHFX — Risk-Adjusted Performance Rank

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

FHASX
The Risk-Adjusted Performance Rank of FHASX is 6464
Overall Rank
The Sharpe Ratio Rank of FHASX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of FHASX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of FHASX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of FHASX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of FHASX is 7272
Martin Ratio Rank

FIHFX
The Risk-Adjusted Performance Rank of FIHFX is 7474
Overall Rank
The Sharpe Ratio Rank of FIHFX is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of FIHFX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FIHFX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of FIHFX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FIHFX is 8080
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.

FHASX vs. FIHFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2035 Fund (FHASX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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 FHASX Sharpe Ratio is 0.61, which is comparable to the FIHFX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FHASX and FIHFX, 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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Dividends

FHASX vs. FIHFX - Dividend Comparison

FHASX's dividend yield for the trailing twelve months is around 1.91%, less than FIHFX's 2.24% yield.


TTM20242023202220212020201920182017201620152014
FHASX
Fidelity Freedom Blend 2035 Fund
1.91%1.93%1.88%2.39%2.42%1.18%1.70%1.69%0.00%0.00%0.00%0.00%
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
2.24%2.31%2.10%1.93%1.47%1.40%1.82%2.15%1.72%1.90%2.03%3.37%

Drawdowns

FHASX vs. FIHFX - Drawdown Comparison

The maximum FHASX drawdown since its inception was -30.82%, smaller than the maximum FIHFX drawdown of -35.66%. Use the drawdown chart below to compare losses from any high point for FHASX and FIHFX. For additional features, visit the drawdowns tool.


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Volatility

FHASX vs. FIHFX - Volatility Comparison

The current volatility for Fidelity Freedom Blend 2035 Fund (FHASX) is 2.70%, while Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) has a volatility of 2.97%. This indicates that FHASX experiences smaller price fluctuations and is considered to be less risky than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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