FHLDX vs. FRAMX
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
FHLDX is managed by Fidelity. It was launched on Aug 31, 2018. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
FHLDX vs. FRAMX - Performance Comparison
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FHLDX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHLDX Fidelity Freedom Blend 2025 Fund Class K6 | -1.86% | 16.12% | 8.06% | 14.26% | -16.93% | 9.94% | 14.49% | 20.17% | -7.30% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.20% |
Returns By Period
In the year-to-date period, FHLDX achieves a -1.86% return, which is significantly lower than FRAMX's -0.57% return.
FHLDX
- 1D
- 0.16%
- 1M
- -6.03%
- YTD
- -1.86%
- 6M
- 0.34%
- 1Y
- 12.32%
- 3Y*
- 9.97%
- 5Y*
- 4.68%
- 10Y*
- —
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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FHLDX vs. FRAMX - Expense Ratio Comparison
FHLDX has a 0.25% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
FHLDX vs. FRAMX — Risk / Return Rank
FHLDX
FRAMX
FHLDX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| FHLDX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.50 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.09 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.00 | -0.42 |
Martin ratioReturn relative to average drawdown | 7.01 | 8.06 | -1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHLDX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.50 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.41 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.49 | +0.13 |
Correlation
The correlation between FHLDX and FRAMX is 0.86, 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
FHLDX vs. FRAMX - Dividend Comparison
FHLDX's dividend yield for the trailing twelve months is around 2.65%, less than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLDX Fidelity Freedom Blend 2025 Fund Class K6 | 2.65% | 2.60% | 2.43% | 2.47% | 5.87% | 6.79% | 4.40% | 3.16% | 2.23% | 0.00% | 0.00% | 0.00% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
FHLDX vs. FRAMX - Drawdown Comparison
The maximum FHLDX drawdown since its inception was -23.79%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for FHLDX and FRAMX.
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Drawdown Indicators
| FHLDX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.79% | -33.94% | +10.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -3.45% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -23.79% | -16.31% | -7.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.31% | — |
Current DrawdownCurrent decline from peak | -6.18% | -3.20% | -2.98% |
Average DrawdownAverage peak-to-trough decline | -5.09% | -3.87% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 0.86% | +0.80% |
Volatility
FHLDX vs. FRAMX - Volatility Comparison
Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) has a higher volatility of 3.67% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that FHLDX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLDX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 1.96% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 2.86% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.81% | 4.59% | +5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.91% | 5.21% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.93% | 4.47% | +6.46% |