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FHAYX vs. URSIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FHAYX vs. URSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2010 Fund (FHAYX) and USAA Target Retirement 2060 Fund (URSIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FHAYX achieves a 4.74% return, which is significantly lower than URSIX's 14.49% return.


FHAYX

1D
0.45%
1M
-0.09%
6M
3.20%
YTD
4.74%
1Y
8.86%
3Y*
8.40%
5Y*
3.06%
10Y*
ALL TIME*
4.70%

URSIX

1D
0.84%
1M
1.41%
6M
10.56%
YTD
14.49%
1Y
24.58%
3Y*
18.10%
5Y*
9.83%
10Y*
10.29%
ALL TIME*
9.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

FHAYX vs. URSIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHAYX
Fidelity Freedom Blend 2010 Fund
4.74%11.13%5.01%9.63%-13.53%5.17%10.34%14.47%-6.50%
URSIX
USAA Target Retirement 2060 Fund
14.49%19.62%13.05%18.22%-15.78%17.70%10.17%20.09%-10.99%

Correlation

The correlation between FHAYX and URSIX is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.91

Correlation (3Y)
Balances recent behavior with more history.

0.80

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.80

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2018

0.83

The correlation between FHAYX and URSIX shifts across timeframes, from 0.80 (3 years) to 0.91 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

FHAYX vs. URSIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FHAYX
FHAYX Risk / Return Rank: 6060
Overall Rank
FHAYX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FHAYX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FHAYX Omega Ratio Rank: 6161
Omega Ratio Rank
FHAYX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FHAYX Martin Ratio Rank: 6666
Martin Ratio Rank

URSIX
URSIX Risk / Return Rank: 8484
Overall Rank
URSIX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
URSIX Sortino Ratio Rank: 8282
Sortino Ratio Rank
URSIX Omega Ratio Rank: 8080
Omega Ratio Rank
URSIX Calmar Ratio Rank: 8585
Calmar Ratio Rank
URSIX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FHAYX vs. URSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2010 Fund (FHAYX) and USAA Target Retirement 2060 Fund (URSIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FHAYXURSIXDifference
Sharpe ratioReturn per unit of total volatility

-0.45

Sortino ratioReturn per unit of downside risk

-0.55

Omega ratioGain probability vs. loss probability

1.32

1.39

-0.06

Calmar ratioReturn relative to maximum drawdown

2.36

3.17

-0.80

Martin ratioReturn relative to average drawdown

9.60

13.62

-4.02

FHAYX vs. URSIX - Sharpe Ratio Comparison

The current FHAYX Sharpe Ratio is 1.67, which is comparable to the URSIX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of FHAYX and URSIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FHAYX vs. URSIX - Drawdown Comparison

The maximum FHAYX drawdown since its inception was -18.64%, smaller than the maximum URSIX drawdown of -30.33%. Use the drawdown chart below to compare losses from any high point for FHAYX and URSIX.


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Drawdown Indicators


FHAYXURSIXDifference

Max Drawdown

Largest peak-to-trough decline

-18.64%

-30.33%

+11.69%

Max Drawdown (1Y)

Largest decline over 1 year

-3.98%

-8.32%

+4.34%

Max Drawdown (3Y)

Largest decline over 3 years

-4.81%

-14.35%

+9.54%

Max Drawdown (5Y)

Largest decline over 5 years

-18.64%

-23.85%

+5.21%

Max Drawdown (10Y)

Largest decline over 10 years

-30.33%

Current Drawdown

Current decline from peak

-0.62%

0.00%

-0.62%

Average Drawdown

Average peak-to-trough decline

-3.95%

-4.40%

+0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

1.93%

-0.95%

Volatility

FHAYX vs. URSIX - Volatility Comparison

The current volatility for Fidelity Freedom Blend 2010 Fund (FHAYX) is 1.85%, while USAA Target Retirement 2060 Fund (URSIX) has a volatility of 3.08%. This indicates that FHAYX experiences smaller price fluctuations and is considered to be less risky than URSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHAYXURSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.85%

3.08%

-1.23%

Volatility (6M)

Calculated over the trailing 6-month period

4.93%

10.31%

-5.38%

Volatility (1Y)

Calculated over the trailing 1-year period

5.63%

12.43%

-6.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.54%

14.22%

-7.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.75%

14.53%

-7.78%

FHAYX vs. URSIX - Expense Ratio Comparison

FHAYX has a 0.41% expense ratio, which is higher than URSIX's 0.10% expense ratio.


Dividends

FHAYX vs. URSIX - Dividend Comparison

FHAYX's dividend yield for the trailing twelve months is around 2.81%, less than URSIX's 4.89% yield.


PositionTTM20252024202320222021202020192018201720162015
FHAYX
Fidelity Freedom Blend 2010 Fund
2.81%3.03%2.78%2.63%5.16%6.07%3.22%2.42%0.00%0.00%0.00%0.00%
URSIX
USAA Target Retirement 2060 Fund
4.89%5.60%2.55%2.89%10.97%7.07%4.79%5.88%4.77%3.82%3.01%1.73%

Frequently Asked Questions


With a correlation of 0.91, FHAYX and URSIX 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.

URSIX has higher volatility (3.08%) compared to FHAYX (1.85%). In terms of maximum drawdown, FHAYX dropped -18.64% vs URSIX's -30.33%.

URSIX currently has the higher Sharpe Ratio (2.12 vs 1.67), 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.

Portfolio Optimizer

Find the right allocation for FHAYX and URSIX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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