FHASX vs. FIHFX
Compare and contrast key facts about Fidelity Freedom Blend 2035 Fund (FHASX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX).
FHASX is managed by Fidelity. It was launched on Aug 31, 2018. FIHFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHASX or FIHFX.
Performance
FHASX vs. FIHFX - Performance Comparison
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
12.77%
0.57%
5.67%
19.16%
5.34%
N/A
FIHFX
12.83%
0.75%
6.61%
19.18%
8.20%
7.90%
Key characteristics
FHASX | FIHFX | |
---|---|---|
Sharpe Ratio | 2.09 | 2.22 |
Sortino Ratio | 2.97 | 3.14 |
Omega Ratio | 1.38 | 1.41 |
Calmar Ratio | 1.17 | 2.10 |
Martin Ratio | 12.79 | 13.82 |
Ulcer Index | 1.50% | 1.39% |
Daily Std Dev | 9.18% | 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.
Correlation
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.
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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.
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.