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FHCDX vs. URINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHCDX vs. URINX - Performance Comparison

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

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FHCDX vs. URINX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FHCDX
Fidelity Freedom Blend 2060 Fund Class K6
-3.66%22.85%16.96%20.69%-18.85%16.45%18.05%26.63%-11.79%
URINX
USAA Target Retirement Income Fund
-0.45%12.36%6.66%10.79%-10.38%6.47%8.74%11.72%-3.59%

Returns By Period

In the year-to-date period, FHCDX achieves a -3.66% return, which is significantly lower than URINX's -0.45% return.


FHCDX

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

URINX

1D
0.09%
1M
-3.83%
YTD
-0.45%
6M
1.45%
1Y
9.91%
3Y*
8.56%
5Y*
4.40%
10Y*
5.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHCDX vs. URINX - Expense Ratio Comparison

FHCDX has a 0.29% expense ratio, which is higher than URINX's 0.04% expense ratio.


Return for Risk

FHCDX vs. URINX — 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

URINX
URINX Risk / Return Rank: 8686
Overall Rank
URINX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
URINX Sortino Ratio Rank: 8787
Sortino Ratio Rank
URINX Omega Ratio Rank: 8484
Omega Ratio Rank
URINX Calmar Ratio Rank: 8686
Calmar Ratio Rank
URINX Martin Ratio Rank: 8989
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. URINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) and USAA Target Retirement Income Fund (URINX). 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.


FHCDXURINXDifference

Sharpe ratio

Return per unit of total volatility

1.15

1.66

-0.52

Sortino ratio

Return per unit of downside risk

1.66

2.35

-0.70

Omega ratio

Gain probability vs. loss probability

1.25

1.34

-0.09

Calmar ratio

Return relative to maximum drawdown

1.38

2.20

-0.82

Martin ratio

Return relative to average drawdown

6.34

9.70

-3.37

FHCDX vs. URINX - Sharpe Ratio Comparison

The current FHCDX Sharpe Ratio is 1.15, which is lower than the URINX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of FHCDX and URINX, 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


FHCDXURINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

1.66

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.71

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

1.10

-0.49

Correlation

The correlation between FHCDX and URINX 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

FHCDX vs. URINX - Dividend Comparison

FHCDX's dividend yield for the trailing twelve months is around 2.61%, less than URINX's 6.14% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%
URINX
USAA Target Retirement Income Fund
6.14%6.07%4.22%3.48%6.63%6.66%3.97%6.37%6.11%5.68%3.34%4.54%

Drawdowns

FHCDX vs. URINX - Drawdown Comparison

The maximum FHCDX drawdown since its inception was -31.28%, which is greater than URINX's maximum drawdown of -15.27%. Use the drawdown chart below to compare losses from any high point for FHCDX and URINX.


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Drawdown Indicators


FHCDXURINXDifference

Max Drawdown

Largest peak-to-trough decline

-31.28%

-15.27%

-16.01%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-4.41%

-6.98%

Max Drawdown (5Y)

Largest decline over 5 years

-27.69%

-15.27%

-12.42%

Max Drawdown (10Y)

Largest decline over 10 years

-15.27%

Current Drawdown

Current decline from peak

-9.68%

-3.83%

-5.85%

Average Drawdown

Average peak-to-trough decline

-5.94%

-1.93%

-4.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

1.00%

+1.58%

Volatility

FHCDX vs. URINX - Volatility Comparison

Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) has a higher volatility of 5.61% compared to USAA Target Retirement Income Fund (URINX) at 2.30%. This indicates that FHCDX's price experiences larger fluctuations and is considered to be riskier than URINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHCDXURINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

2.30%

+3.31%

Volatility (6M)

Calculated over the trailing 6-month period

9.52%

3.69%

+5.83%

Volatility (1Y)

Calculated over the trailing 1-year period

16.07%

5.99%

+10.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.95%

6.22%

+8.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.91%

5.78%

+11.13%