FHLDX vs. FRHMX
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Fidelity Managed Retirement Income Fund Class K6 (FRHMX).
FHLDX is managed by Fidelity. It was launched on Aug 31, 2018. FRHMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FHLDX vs. FRHMX - Performance Comparison
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FHLDX vs. FRHMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FHLDX Fidelity Freedom Blend 2025 Fund Class K6 | -1.86% | 16.12% | 8.06% | 14.26% | -16.93% | 9.94% | 14.49% | 6.76% |
FRHMX Fidelity Managed Retirement Income Fund Class K6 | -0.45% | 10.02% | 4.50% | 8.28% | -11.48% | 2.98% | 8.79% | 3.17% |
Returns By Period
In the year-to-date period, FHLDX achieves a -1.86% return, which is significantly lower than FRHMX's -0.45% return.
FHLDX
- 1D
- 0.16%
- 1M
- -5.59%
- YTD
- -1.86%
- 6M
- 0.10%
- 1Y
- 11.92%
- 3Y*
- 9.97%
- 5Y*
- 4.68%
- 10Y*
- —
FRHMX
- 1D
- 0.27%
- 1M
- -3.16%
- YTD
- -0.45%
- 6M
- 0.86%
- 1Y
- 7.28%
- 3Y*
- 6.13%
- 5Y*
- 2.58%
- 10Y*
- —
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FHLDX vs. FRHMX - Expense Ratio Comparison
Both FHLDX and FRHMX have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
FHLDX vs. FRHMX — Risk / Return Rank
FHLDX
FRHMX
FHLDX vs. FRHMX - 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 Managed Retirement Income Fund Class K6 (FRHMX). 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 | FRHMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.61 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.24 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.15 | -0.57 |
Martin ratioReturn relative to average drawdown | 7.01 | 8.71 | -1.70 |
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 | FRHMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.61 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.71 | -0.09 |
Correlation
The correlation between FHLDX and FRHMX 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. FRHMX - Dividend Comparison
FHLDX's dividend yield for the trailing twelve months is around 2.65%, less than FRHMX's 3.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
FRHMX Fidelity Managed Retirement Income Fund Class K6 | 3.39% | 3.22% | 3.24% | 3.02% | 4.77% | 3.78% | 2.61% | 1.95% | 0.00% |
Drawdowns
FHLDX vs. FRHMX - Drawdown Comparison
The maximum FHLDX drawdown since its inception was -23.79%, which is greater than FRHMX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for FHLDX and FRHMX.
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Drawdown Indicators
| FHLDX | FRHMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.79% | -15.96% | -7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -3.42% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.79% | -15.96% | -7.83% |
Current DrawdownCurrent decline from peak | -6.18% | -3.16% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -5.09% | -3.58% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 0.85% | +0.81% |
Volatility
FHLDX vs. FRHMX - Volatility Comparison
Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) has a higher volatility of 3.67% compared to Fidelity Managed Retirement Income Fund Class K6 (FRHMX) at 1.96%. This indicates that FHLDX's price experiences larger fluctuations and is considered to be riskier than FRHMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLDX | FRHMX | 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% | 5.22% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.93% | 5.14% | +5.79% |