FHLKX vs. FFEGX

The year-to-date returns for both investments are quite close, with FHLKX having a 3.07% return and FFEGX slightly higher at 3.11%.

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FHLKX has a 0.37% expense ratio, which is higher than FFEGX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Health Savings Fund Class K (FHLKX) and Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX). 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.

The current FHLKX Sharpe Ratio is 1.06, which is higher than the FFEGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FHLKX and FFEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHLKX's dividend yield for the trailing twelve months is around 2.87%, more than FFEGX's 2.50% yield.

The maximum FHLKX drawdown since its inception was -19.56%, smaller than the maximum FFEGX drawdown of -31.96%. Use the drawdown chart below to compare losses from any high point for FHLKX and FFEGX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Health Savings Fund Class K (FHLKX) is 1.30%, while Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) has a volatility of 2.31%. This indicates that FHLKX experiences smaller price fluctuations and is considered to be less risky than FFEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.