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

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.

-2.00%0.00%2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
5.67%
6.61%
FHASX
FIHFX

Returns By Period

The year-to-date returns for both investments are quite close, with FHASX having a 12.77% return and FIHFX slightly higher at 12.83%.


FHASX

YTD

12.77%

1M

0.57%

6M

5.67%

1Y

19.16%

5Y (annualized)

5.34%

10Y (annualized)

N/A

FIHFX

YTD

12.83%

1M

0.75%

6M

6.61%

1Y

19.18%

5Y (annualized)

8.20%

10Y (annualized)

7.90%

Key characteristics


FHASXFIHFX
Sharpe Ratio2.092.22
Sortino Ratio2.973.14
Omega Ratio1.381.41
Calmar Ratio1.172.10
Martin Ratio12.7913.82
Ulcer Index1.50%1.39%
Daily Std Dev9.18%8.65%
Max Drawdown-30.82%-28.42%
Current Drawdown-1.13%-0.86%

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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.


FHASX
Fidelity Freedom Blend 2035 Fund
Expense ratio chart for FHASX: current value at 0.48% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.48%
Expense ratio chart for FIHFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Correlation

-0.50.00.51.01.0

The correlation between FHASX and FIHFX is 0.98, 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.

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for FHASX, currently valued at 2.09, compared to the broader market-1.000.001.002.003.004.005.002.092.22
The chart of Sortino ratio for FHASX, currently valued at 2.97, compared to the broader market0.005.0010.002.973.14
The chart of Omega ratio for FHASX, currently valued at 1.38, compared to the broader market1.002.003.004.001.381.41
The chart of Calmar ratio for FHASX, currently valued at 1.17, compared to the broader market0.005.0010.0015.0020.001.172.10
The chart of Martin ratio for FHASX, currently valued at 12.79, compared to the broader market0.0020.0040.0060.0080.00100.0012.7913.82
FHASX
FIHFX

The current FHASX Sharpe Ratio is 2.09, which is comparable to the FIHFX Sharpe Ratio of 2.22. 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.

Rolling 12-month Sharpe Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.09
2.22
FHASX
FIHFX

Dividends

FHASX vs. FIHFX - Dividend Comparison

FHASX's dividend yield for the trailing twelve months is around 1.70%, less than FIHFX's 1.97% yield.


TTM20232022202120202019201820172016201520142013
FHASX
Fidelity Freedom Blend 2035 Fund
1.70%1.88%2.39%2.42%1.18%1.70%1.69%0.00%0.00%0.00%0.00%0.00%
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
1.97%2.10%1.93%1.47%1.40%1.82%2.15%1.72%1.90%2.03%3.37%0.16%

Drawdowns

FHASX vs. FIHFX - Drawdown Comparison

The maximum FHASX drawdown since its inception was -30.82%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for FHASX and FIHFX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.13%
-0.86%
FHASX
FIHFX

Volatility

FHASX vs. FIHFX - Volatility Comparison

Fidelity Freedom Blend 2035 Fund (FHASX) has a higher volatility of 2.48% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 2.28%. This indicates that FHASX's price experiences larger fluctuations and is considered to be riskier than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%JuneJulyAugustSeptemberOctoberNovember
2.48%
2.28%
FHASX
FIHFX