FHMEX vs. LTTIX

Last updated Aug 1, 2026

FHMEX (Fidelity Advisor Freedom Blend 2060 Fund Class M) and LTTIX (MFS Lifetime 2025 Fund) are both Target Retirement Date funds. Their correlation of 0.89 means they have usually moved in the same direction. FHMEX charges 0.99%/yr vs 0.00%/yr for LTTIX.

Performance

FHMEX vs. LTTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Blend 2060 Fund Class M (FHMEX) and MFS Lifetime 2025 Fund (LTTIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FHMEX

• 1D: 2.36%
• 1M: -1.08%
• 6M: 7.86%
• YTD: 11.67%
• 1Y: 23.70%
• 3Y*: 17.59%
• 5Y*: 9.46%
• 10Y*: —
• ALL TIME*: 10.99%

LTTIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FHMEX Fidelity Advisor Freedom Blend 2060 Fund Class M	$0.00	$0.00	$0.00

FHMEX vs. LTTIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FHMEX Fidelity Advisor Freedom Blend 2060 Fund Class M	11.67%	22.07%	15.63%	19.88%	-19.47%	15.67%	17.17%	25.76%	-12.02%
LTTIX MFS Lifetime 2025 Fund	2.74%	9.29%	6.73%	10.36%	-12.36%	8.61%	10.61%	17.82%	-6.57%

Correlation

The correlation between FHMEX and LTTIX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.76
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.85
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018	0.89

The correlation between FHMEX and LTTIX shifts across timeframes, from 0.76 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.

Return for Risk

FHMEX vs. LTTIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FHMEX

FHMEX Risk / Return Rank: 62
FHMEX Sharpe Ratio Rank: 58
FHMEX Sortino Ratio Rank: 55
FHMEX Omega Ratio Rank: 56
FHMEX Calmar Ratio Rank: 65
FHMEX Martin Ratio Rank: 74

LTTIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FHMEX vs. LTTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2060 Fund Class M (FHMEX) and MFS Lifetime 2025 Fund (LTTIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FHMEX	LTTIX	Difference
Sharpe ratio: Return per unit of total volatility	1.52	—	—
Sortino ratio: Return per unit of downside risk	2.15	—	—
Omega ratio: Gain probability vs. loss probability	1.28	—	—
Calmar ratio: Return relative to maximum drawdown	2.26	—	—
Martin ratio: Return relative to average drawdown	9.41	—	—

Drawdowns

Drawdown Indicators

	FHMEX	LTTIX	Difference
Max Drawdown Largest peak-to-trough decline	-31.37%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.70%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.56%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.17%	—	—
Current Drawdown Current decline from peak	-2.31%	—	—
Average Drawdown Average peak-to-trough decline	-6.00%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.33%	—	—

Volatility

Volatility by Period

	FHMEX	LTTIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.40%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.37%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.40%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.37%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.95%	—	—

FHMEX vs. LTTIX - Expense Ratio Comparison

FHMEX has a 0.99% expense ratio, which is higher than LTTIX's 0.00% expense ratio.

Dividends

FHMEX vs. LTTIX - Dividend Comparison

FHMEX's dividend yield for the trailing twelve months is around 3.05%, less than LTTIX's 11.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FHMEX Fidelity Advisor Freedom Blend 2060 Fund Class M	3.05%	2.11%	4.61%	1.63%	5.59%	7.69%	3.89%	2.53%	3.24%	0.00%	0.00%	0.00%
LTTIX MFS Lifetime 2025 Fund	11.54%	8.13%	7.07%	3.30%	5.88%	7.35%	2.83%	3.68%	4.32%	3.51%	4.03%	1.82%

Frequently Asked Questions

Can I hold both FHMEX and LTTIX in my portfolio?

FHMEX and LTTIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.