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FHBZX vs. VTINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHBZX vs. VTINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend Income Fund (FHBZX) and Vanguard Target Retirement Income Fund (VTINX). The values are adjusted to include any dividend payments, if applicable.

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FHBZX vs. VTINX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHBZX
Fidelity Freedom Blend Income Fund
-0.58%10.12%4.11%8.07%-11.70%2.84%8.57%10.47%-2.39%
VTINX
Vanguard Target Retirement Income Fund
-1.40%11.31%6.66%10.66%-12.75%5.24%10.02%13.16%-3.35%

Returns By Period

In the year-to-date period, FHBZX achieves a -0.58% return, which is significantly higher than VTINX's -1.40% return.


FHBZX

1D
0.19%
1M
-3.44%
YTD
-0.58%
6M
0.77%
1Y
7.14%
3Y*
5.92%
5Y*
2.39%
10Y*

VTINX

1D
0.19%
1M
-3.96%
YTD
-1.40%
6M
0.13%
1Y
8.28%
3Y*
7.52%
5Y*
3.51%
10Y*
4.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHBZX vs. VTINX - Expense Ratio Comparison

FHBZX has a 0.41% expense ratio, which is higher than VTINX's 0.08% expense ratio.


Return for Risk

FHBZX vs. VTINX — Risk / Return Rank

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

FHBZX
FHBZX Risk / Return Rank: 8181
Overall Rank
FHBZX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FHBZX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FHBZX Omega Ratio Rank: 7878
Omega Ratio Rank
FHBZX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FHBZX Martin Ratio Rank: 8383
Martin Ratio Rank

VTINX
VTINX Risk / Return Rank: 8383
Overall Rank
VTINX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
VTINX Sortino Ratio Rank: 8484
Sortino Ratio Rank
VTINX Omega Ratio Rank: 8080
Omega Ratio Rank
VTINX Calmar Ratio Rank: 8282
Calmar Ratio Rank
VTINX Martin Ratio Rank: 8484
Martin Ratio Rank
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.

FHBZX vs. VTINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend Income Fund (FHBZX) and Vanguard Target Retirement Income Fund (VTINX). 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.


FHBZXVTINXDifference

Sharpe ratio

Return per unit of total volatility

1.52

1.54

-0.01

Sortino ratio

Return per unit of downside risk

2.12

2.18

-0.06

Omega ratio

Gain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratio

Return relative to maximum drawdown

1.99

1.98

+0.02

Martin ratio

Return relative to average drawdown

8.36

8.44

-0.09

FHBZX vs. VTINX - Sharpe Ratio Comparison

The current FHBZX Sharpe Ratio is 1.52, which is comparable to the VTINX Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of FHBZX and VTINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FHBZXVTINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

1.54

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.59

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.89

-0.16

Correlation

The correlation between FHBZX and VTINX is 0.90, 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

FHBZX vs. VTINX - Dividend Comparison

FHBZX's dividend yield for the trailing twelve months is around 3.25%, less than VTINX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
FHBZX
Fidelity Freedom Blend Income Fund
3.25%3.25%3.03%2.85%4.58%3.94%2.57%2.36%1.26%0.00%0.00%0.00%
VTINX
Vanguard Target Retirement Income Fund
5.10%5.02%5.89%4.01%3.08%8.63%3.42%2.62%4.19%1.56%2.27%3.53%

Drawdowns

FHBZX vs. VTINX - Drawdown Comparison

The maximum FHBZX drawdown since its inception was -16.21%, smaller than the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FHBZX and VTINX.


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Drawdown Indicators


FHBZXVTINXDifference

Max Drawdown

Largest peak-to-trough decline

-16.21%

-19.96%

+3.75%

Max Drawdown (1Y)

Largest decline over 1 year

-3.63%

-4.14%

+0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-16.21%

-17.02%

+0.81%

Max Drawdown (10Y)

Largest decline over 10 years

-17.02%

Current Drawdown

Current decline from peak

-3.44%

-3.96%

+0.52%

Average Drawdown

Average peak-to-trough decline

-3.38%

-2.21%

-1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

0.97%

-0.10%

Volatility

FHBZX vs. VTINX - Volatility Comparison

Fidelity Freedom Blend Income Fund (FHBZX) and Vanguard Target Retirement Income Fund (VTINX) have volatilities of 2.13% and 2.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHBZXVTINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.13%

2.23%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.13%

3.47%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

4.72%

5.53%

-0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.28%

6.00%

-0.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

5.68%

-0.72%