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FHATX vs. FXIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHATX and FXIFX 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.


-0.50.00.51.01.0

Performance

FHATX vs. FXIFX - 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 2030 Fund Investor Class (FXIFX). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
5.95%
5.95%
FHATX
FXIFX

Key characteristics

Sharpe Ratio

FHATX:

1.30

FXIFX:

1.41

Sortino Ratio

FHATX:

1.85

FXIFX:

1.99

Omega Ratio

FHATX:

1.23

FXIFX:

1.25

Calmar Ratio

FHATX:

0.96

FXIFX:

1.99

Martin Ratio

FHATX:

6.56

FXIFX:

7.04

Ulcer Index

FHATX:

1.70%

FXIFX:

1.61%

Daily Std Dev

FHATX:

8.57%

FXIFX:

8.00%

Max Drawdown

FHATX:

-28.44%

FXIFX:

-31.99%

Current Drawdown

FHATX:

-1.90%

FXIFX:

-1.91%

Returns By Period

In the year-to-date period, FHATX achieves a 1.96% return, which is significantly higher than FXIFX's 1.78% return.


FHATX

YTD

1.96%

1M

1.51%

6M

6.15%

1Y

10.51%

5Y*

3.65%

10Y*

N/A

FXIFX

YTD

1.78%

1M

1.33%

6M

6.12%

1Y

10.60%

5Y*

5.43%

10Y*

5.26%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FHATX vs. FXIFX - Expense Ratio Comparison

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


FHATX
Fidelity Freedom Blend 2030 Fund
Expense ratio chart for FHATX: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%
Expense ratio chart for FXIFX: 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%

Risk-Adjusted Performance

FHATX vs. FXIFX — Risk-Adjusted Performance Rank

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

FHATX
The Risk-Adjusted Performance Rank of FHATX is 6868
Overall Rank
The Sharpe Ratio Rank of FHATX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of FHATX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FHATX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of FHATX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FHATX is 7373
Martin Ratio Rank

FXIFX
The Risk-Adjusted Performance Rank of FXIFX is 7676
Overall Rank
The Sharpe Ratio Rank of FXIFX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FXIFX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of FXIFX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FXIFX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FXIFX is 7676
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.

FHATX vs. FXIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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 FHATX, currently valued at 1.30, compared to the broader market-1.000.001.002.003.004.001.301.41
The chart of Sortino ratio for FHATX, currently valued at 1.85, compared to the broader market0.002.004.006.008.0010.0012.001.851.99
The chart of Omega ratio for FHATX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.25
The chart of Calmar ratio for FHATX, currently valued at 0.96, compared to the broader market0.005.0010.0015.000.961.99
The chart of Martin ratio for FHATX, currently valued at 6.56, compared to the broader market0.0020.0040.0060.0080.006.567.04
FHATX
FXIFX

The current FHATX Sharpe Ratio is 1.30, which is comparable to the FXIFX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of FHATX and FXIFX, 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 Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.30
1.41
FHATX
FXIFX

Dividends

FHATX vs. FXIFX - Dividend Comparison

FHATX's dividend yield for the trailing twelve months is around 2.06%, less than FXIFX's 2.38% yield.


TTM20242023202220212020201920182017201620152014
FHATX
Fidelity Freedom Blend 2030 Fund
2.06%2.10%2.11%2.62%2.42%1.14%1.72%1.59%0.00%0.00%0.00%0.00%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
2.38%2.42%2.26%2.22%1.53%1.41%1.92%2.19%1.76%1.90%2.10%6.61%

Drawdowns

FHATX vs. FXIFX - Drawdown Comparison

The maximum FHATX drawdown since its inception was -28.44%, smaller than the maximum FXIFX drawdown of -31.99%. Use the drawdown chart below to compare losses from any high point for FHATX and FXIFX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.90%
-1.91%
FHATX
FXIFX

Volatility

FHATX vs. FXIFX - Volatility Comparison

Fidelity Freedom Blend 2030 Fund (FHATX) has a higher volatility of 2.66% compared to Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) at 2.46%. This indicates that FHATX's price experiences larger fluctuations and is considered to be riskier than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%SeptemberOctoberNovemberDecember2025February
2.66%
2.46%
FHATX
FXIFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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