FHATX vs. FIHFX

Last updated Jun 4, 2026

FHATX (Fidelity Freedom Blend 2030 Fund) and FIHFX (Fidelity Freedom Index 2035 Fund Investor Class) are both Target Retirement Date funds from Fidelity. Over the past 5 years, FHATX returned 6.94%/yr vs 7.67%/yr for FIHFX. With a 0.98 correlation, they move nearly in lockstep. FHATX charges 0.46%/yr vs 0.12%/yr for FIHFX.

Performance

FHATX vs. FIHFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with FHATX having a 9.06% return and FIHFX slightly lower at 8.99%.

FHATX

• 1D: 0.51%
• 1M: 3.59%
• YTD: 9.06%
• 6M: 9.81%
• 1Y: 21.15%
• 3Y*: 14.99%
• 5Y*: 6.94%
• 10Y*: —

FIHFX

• 1D: 0.31%
• 1M: 4.06%
• YTD: 8.99%
• 6M: 9.57%
• 1Y: 21.64%
• 3Y*: 15.48%
• 5Y*: 7.67%
• 10Y*: 10.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FHATX vs. FIHFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FHATX Fidelity Freedom Blend 2030 Fund	9.06%	16.87%	11.20%	15.29%	-17.26%	11.13%	15.04%	22.58%	-12.00%
FIHFX Fidelity Freedom Index 2035 Fund Investor Class	8.99%	17.32%	11.22%	17.25%	-17.49%	13.73%	15.54%	24.87%	-11.21%

Correlation

The correlation between FHATX and FIHFX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.99
Correlation (3Y) Calculated over the trailing 3-year period	0.98
Correlation (5Y) Calculated over the trailing 5-year period	0.98
Correlation (All Time) Calculated using the full available price history since Sep 4, 2018	0.98

The correlation between FHATX and FIHFX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

Return for Risk

FHATX vs. FIHFX — Risk / Return Rank

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

FHATX

FHATX Risk / Return Rank: 71
FHATX Sharpe Ratio Rank: 71
FHATX Sortino Ratio Rank: 71
FHATX Omega Ratio Rank: 72
FHATX Calmar Ratio Rank: 68
FHATX Martin Ratio Rank: 72

FIHFX

FIHFX Risk / Return Rank: 70
FIHFX Sharpe Ratio Rank: 73
FIHFX Sortino Ratio Rank: 72
FIHFX Omega Ratio Rank: 70
FIHFX Calmar Ratio Rank: 66
FIHFX Martin Ratio Rank: 71

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.

FHATX vs. FIHFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) 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.

	FHATX	FIHFX	Difference
Sharpe ratio: Return per unit of total volatility	2.46	2.49	-0.03
Sortino ratio: Return per unit of downside risk	3.50	3.52	-0.02
Omega ratio: Gain probability vs. loss probability	1.48	1.47	+0.01
Calmar ratio: Return relative to maximum drawdown	3.18	3.13	+0.04
Martin ratio: Return relative to average drawdown	13.74	13.69	+0.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FHATX vs. FIHFX - Sharpe Ratio Comparison

The current FHATX Sharpe Ratio is 2.46, which is comparable to the FIHFX Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of FHATX and FIHFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FHATX	FIHFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.46	2.49	-0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	0.65	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.69	0.72	-0.03

Drawdowns

FHATX vs. FIHFX - Drawdown Comparison

The maximum FHATX drawdown since its inception was -24.70%, smaller than the maximum FIHFX drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for FHATX and FIHFX.

Drawdown Indicators

	FHATX	FIHFX	Difference
Max Drawdown Largest peak-to-trough decline	-24.70%	-28.42%	+3.72%
Max Drawdown (1Y) Largest decline over 1 year	-6.76%	-6.99%	+0.23%
Max Drawdown (3Y) Largest decline over 3 years	-10.11%	-10.98%	+0.87%
Max Drawdown (5Y) Largest decline over 5 years	-24.67%	-24.84%	+0.17%
Max Drawdown (10Y) Largest decline over 10 years	—	-28.42%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-5.35%	-3.99%	-1.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.56%	1.60%	-0.04%

Volatility

FHATX vs. FIHFX - Volatility Comparison

Fidelity Freedom Blend 2030 Fund (FHATX) has a higher volatility of 3.19% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 2.87%. This indicates that FHATX'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.

Volatility by Period

	FHATX	FIHFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.19%	2.87%	+0.32%
Volatility (6M) Calculated over the trailing 6-month period	7.27%	7.15%	+0.12%
Volatility (1Y) Calculated over the trailing 1-year period	8.73%	8.80%	-0.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.87%	11.91%	-1.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.34%	13.37%	-1.03%

FHATX vs. FIHFX - Expense Ratio Comparison

FHATX has a 0.46% expense ratio, which is higher than FIHFX's 0.12% expense ratio.

Dividends

FHATX vs. FIHFX - Dividend Comparison

FHATX's dividend yield for the trailing twelve months is around 3.57%, more than FIHFX's 2.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FHATX Fidelity Freedom Blend 2030 Fund	3.57%	3.00%	4.18%	2.22%	5.68%	7.21%	4.46%	3.33%	0.00%	0.00%	0.00%	0.00%
FIHFX Fidelity Freedom Index 2035 Fund Investor Class	2.56%	2.77%	2.50%	2.10%	2.14%	1.93%	2.15%	16.14%	2.21%	1.81%	1.95%	2.03%

Frequently Asked Questions

Can I hold both FHATX and FIHFX in my portfolio?

With a correlation of 0.99, FHATX and FIHFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FHATX or FIHFX?

FHATX has higher volatility (3.19%) compared to FIHFX (2.87%). In terms of maximum drawdown, FHATX dropped -24.70% vs FIHFX's -28.42%.

Which has better risk-adjusted returns?

FIHFX currently has the higher Sharpe Ratio (2.49 vs 2.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.