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FHCDX vs. FCQTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHCDX vs. FCQTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) and American Funds 2065 Target Date Retirement Fund (FCQTX). The values are adjusted to include any dividend payments, if applicable.

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FHCDX vs. FCQTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FHCDX
Fidelity Freedom Blend 2060 Fund Class K6
-3.66%22.85%16.96%20.69%-18.85%16.45%50.18%
FCQTX
American Funds 2065 Target Date Retirement Fund
-5.95%20.74%15.64%21.56%-19.63%17.34%47.06%

Returns By Period

In the year-to-date period, FHCDX achieves a -3.66% return, which is significantly higher than FCQTX's -5.95% return.


FHCDX

1D
-0.34%
1M
-9.12%
YTD
-3.66%
6M
-0.29%
1Y
18.45%
3Y*
15.91%
5Y*
8.47%
10Y*

FCQTX

1D
-0.42%
1M
-9.36%
YTD
-5.95%
6M
-2.92%
1Y
15.81%
3Y*
14.49%
5Y*
7.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHCDX vs. FCQTX - Expense Ratio Comparison

FHCDX has a 0.29% expense ratio, which is higher than FCQTX's 0.01% expense ratio.


Return for Risk

FHCDX vs. FCQTX — Risk / Return Rank

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

FHCDX
FHCDX Risk / Return Rank: 6565
Overall Rank
FHCDX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FHCDX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FHCDX Omega Ratio Rank: 6666
Omega Ratio Rank
FHCDX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FHCDX Martin Ratio Rank: 6767
Martin Ratio Rank

FCQTX
FCQTX Risk / Return Rank: 5858
Overall Rank
FCQTX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FCQTX Sortino Ratio Rank: 5959
Sortino Ratio Rank
FCQTX Omega Ratio Rank: 5555
Omega Ratio Rank
FCQTX Calmar Ratio Rank: 5656
Calmar Ratio Rank
FCQTX Martin Ratio Rank: 6161
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.

FHCDX vs. FCQTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) and American Funds 2065 Target Date Retirement Fund (FCQTX). 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.


FHCDXFCQTXDifference

Sharpe ratio

Return per unit of total volatility

1.15

1.04

+0.11

Sortino ratio

Return per unit of downside risk

1.66

1.56

+0.10

Omega ratio

Gain probability vs. loss probability

1.25

1.22

+0.03

Calmar ratio

Return relative to maximum drawdown

1.38

1.35

+0.03

Martin ratio

Return relative to average drawdown

6.34

5.87

+0.47

FHCDX vs. FCQTX - Sharpe Ratio Comparison

The current FHCDX Sharpe Ratio is 1.15, which is comparable to the FCQTX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of FHCDX and FCQTX, 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


FHCDXFCQTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

1.04

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.53

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.94

-0.34

Correlation

The correlation between FHCDX and FCQTX is 0.97, 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

FHCDX vs. FCQTX - Dividend Comparison

FHCDX's dividend yield for the trailing twelve months is around 2.61%, less than FCQTX's 4.96% yield.


TTM20252024202320222021202020192018
FHCDX
Fidelity Freedom Blend 2060 Fund Class K6
2.61%2.52%5.51%2.05%5.98%8.10%4.24%3.04%3.50%
FCQTX
American Funds 2065 Target Date Retirement Fund
4.96%4.67%2.80%1.99%3.96%1.54%0.72%0.00%0.00%

Drawdowns

FHCDX vs. FCQTX - Drawdown Comparison

The maximum FHCDX drawdown since its inception was -31.28%, which is greater than FCQTX's maximum drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for FHCDX and FCQTX.


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Drawdown Indicators


FHCDXFCQTXDifference

Max Drawdown

Largest peak-to-trough decline

-31.28%

-27.34%

-3.94%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-10.21%

-1.18%

Max Drawdown (5Y)

Largest decline over 5 years

-27.69%

-27.34%

-0.35%

Current Drawdown

Current decline from peak

-9.68%

-9.83%

+0.15%

Average Drawdown

Average peak-to-trough decline

-5.94%

-6.02%

+0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

2.34%

+0.24%

Volatility

FHCDX vs. FCQTX - Volatility Comparison

Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) has a higher volatility of 5.61% compared to American Funds 2065 Target Date Retirement Fund (FCQTX) at 4.62%. This indicates that FHCDX's price experiences larger fluctuations and is considered to be riskier than FCQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHCDXFCQTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

4.62%

+0.99%

Volatility (6M)

Calculated over the trailing 6-month period

9.52%

9.04%

+0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

16.07%

15.15%

+0.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.95%

14.58%

+0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.91%

15.05%

+1.86%