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FHLDX vs. VTTHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHLDX vs. VTTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Vanguard Target Retirement 2035 Fund (VTTHX). The values are adjusted to include any dividend payments, if applicable.

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FHLDX vs. VTTHX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
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%
VTTHX
Vanguard Target Retirement 2035 Fund
-3.07%17.55%11.56%17.37%-16.64%12.96%14.80%22.44%-9.42%

Returns By Period

In the year-to-date period, FHLDX achieves a -1.86% return, which is significantly higher than VTTHX's -3.07% return.


FHLDX

1D
0.16%
1M
-6.03%
YTD
-1.86%
6M
0.34%
1Y
12.32%
3Y*
9.97%
5Y*
4.68%
10Y*

VTTHX

1D
-0.11%
1M
-6.88%
YTD
-3.07%
6M
-0.64%
1Y
13.90%
3Y*
12.09%
5Y*
6.37%
10Y*
8.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHLDX vs. VTTHX - Expense Ratio Comparison

FHLDX has a 0.25% expense ratio, which is higher than VTTHX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FHLDX vs. VTTHX — Risk / Return Rank

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

FHLDX
FHLDX Risk / Return Rank: 7272
Overall Rank
FHLDX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FHLDX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FHLDX Omega Ratio Rank: 7272
Omega Ratio Rank
FHLDX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FHLDX Martin Ratio Rank: 7373
Martin Ratio Rank

VTTHX
VTTHX Risk / Return Rank: 7373
Overall Rank
VTTHX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
VTTHX Sortino Ratio Rank: 7474
Sortino Ratio Rank
VTTHX Omega Ratio Rank: 7171
Omega Ratio Rank
VTTHX Calmar Ratio Rank: 7171
Calmar Ratio Rank
VTTHX Martin Ratio Rank: 7575
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.

FHLDX vs. VTTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.


FHLDXVTTHXDifference

Sharpe ratio

Return per unit of total volatility

1.28

1.25

+0.03

Sortino ratio

Return per unit of downside risk

1.81

1.80

+0.01

Omega ratio

Gain probability vs. loss probability

1.27

1.26

+0.01

Calmar ratio

Return relative to maximum drawdown

1.58

1.60

-0.02

Martin ratio

Return relative to average drawdown

7.01

7.13

-0.12

FHLDX vs. VTTHX - Sharpe Ratio Comparison

The current FHLDX Sharpe Ratio is 1.28, which is comparable to the VTTHX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of FHLDX and VTTHX, 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


FHLDXVTTHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.25

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.57

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.50

+0.12

Correlation

The correlation between FHLDX and VTTHX is 0.96, 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. VTTHX - Dividend Comparison

FHLDX's dividend yield for the trailing twelve months is around 2.65%, less than VTTHX's 3.05% yield.


TTM20252024202320222021202020192018201720162015
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%
VTTHX
Vanguard Target Retirement 2035 Fund
3.05%2.96%3.12%2.47%2.71%19.52%2.50%2.33%2.69%0.16%2.77%4.67%

Drawdowns

FHLDX vs. VTTHX - Drawdown Comparison

The maximum FHLDX drawdown since its inception was -23.79%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for FHLDX and VTTHX.


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Drawdown Indicators


FHLDXVTTHXDifference

Max Drawdown

Largest peak-to-trough decline

-23.79%

-51.76%

+27.97%

Max Drawdown (1Y)

Largest decline over 1 year

-7.33%

-8.03%

+0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-23.79%

-23.53%

-0.26%

Max Drawdown (10Y)

Largest decline over 10 years

-27.15%

Current Drawdown

Current decline from peak

-6.18%

-7.17%

+0.99%

Average Drawdown

Average peak-to-trough decline

-5.09%

-6.13%

+1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

1.80%

-0.14%

Volatility

FHLDX vs. VTTHX - Volatility Comparison

Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 3.67% and 3.81%, 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


FHLDXVTTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.67%

3.81%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

5.84%

6.60%

-0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

9.81%

11.21%

-1.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.91%

11.30%

-1.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.93%

12.43%

-1.50%