FHATX vs. FTANX
Compare and contrast key facts about Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Asset Manager 30% Fund (FTANX).
FHATX is managed by Fidelity. It was launched on Aug 31, 2018. FTANX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
FHATX vs. FTANX - Performance Comparison
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FHATX vs. FTANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | -2.20% | 16.87% | 11.20% | 15.29% | -17.26% | 11.13% | 15.04% | 22.58% | -12.00% |
FTANX Fidelity Asset Manager 30% Fund | -1.08% | 11.45% | 6.34% | 9.82% | -12.30% | 6.03% | 11.08% | 13.51% | -4.70% |
Returns By Period
In the year-to-date period, FHATX achieves a -2.20% return, which is significantly lower than FTANX's -1.08% return.
FHATX
- 1D
- 0.00%
- 1M
- -6.62%
- YTD
- -2.20%
- 6M
- 0.17%
- 1Y
- 13.18%
- 3Y*
- 11.39%
- 5Y*
- 5.54%
- 10Y*
- —
FTANX
- 1D
- 0.08%
- 1M
- -4.10%
- YTD
- -1.08%
- 6M
- 0.79%
- 1Y
- 9.45%
- 3Y*
- 7.42%
- 5Y*
- 3.65%
- 10Y*
- 5.15%
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FHATX vs. FTANX - Expense Ratio Comparison
FHATX has a 0.46% expense ratio, which is lower than FTANX's 0.52% expense ratio.
Return for Risk
FHATX vs. FTANX — Risk / Return Rank
FHATX
FTANX
FHATX vs. FTANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Asset Manager 30% Fund (FTANX). 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 | FTANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.52 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.14 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.03 | -0.49 |
Martin ratioReturn relative to average drawdown | 6.89 | 8.23 | -1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHATX | FTANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.52 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.71 | -0.14 |
Correlation
The correlation between FHATX and FTANX is 0.94, 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
FHATX vs. FTANX - Dividend Comparison
FHATX's dividend yield for the trailing twelve months is around 3.07%, more than FTANX's 2.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | 3.07% | 3.00% | 4.18% | 2.22% | 5.68% | 7.21% | 4.46% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% |
FTANX Fidelity Asset Manager 30% Fund | 2.96% | 2.96% | 3.06% | 2.80% | 4.91% | 1.88% | 2.25% | 3.26% | 3.87% | 2.81% | 1.59% | 3.57% |
Drawdowns
FHATX vs. FTANX - Drawdown Comparison
The maximum FHATX drawdown since its inception was -24.70%, smaller than the maximum FTANX drawdown of -26.28%. Use the drawdown chart below to compare losses from any high point for FHATX and FTANX.
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Drawdown Indicators
| FHATX | FTANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.70% | -26.28% | +1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -4.48% | -3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -16.54% | -8.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.54% | — |
Current DrawdownCurrent decline from peak | -6.76% | -4.25% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -3.10% | -2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.10% | +0.68% |
Volatility
FHATX vs. FTANX - Volatility Comparison
Fidelity Freedom Blend 2030 Fund (FHATX) has a higher volatility of 3.99% compared to Fidelity Asset Manager 30% Fund (FTANX) at 2.60%. This indicates that FHATX's price experiences larger fluctuations and is considered to be riskier than FTANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHATX | FTANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 2.60% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 4.01% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.76% | 6.26% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 6.42% | +4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.36% | 6.12% | +6.24% |