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FHTDX vs. FRHMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHTDX vs. FRHMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2060 Fund Class K (FHTDX) and Fidelity Managed Retirement Income Fund Class K6 (FRHMX). The values are adjusted to include any dividend payments, if applicable.

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FHTDX vs. FRHMX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FHTDX
Fidelity Freedom Blend 2060 Fund Class K
-3.67%22.76%16.72%20.54%-19.14%16.35%17.90%9.64%
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, FHTDX achieves a -3.67% return, which is significantly lower than FRHMX's -0.45% return.


FHTDX

1D
-0.34%
1M
-9.16%
YTD
-3.67%
6M
-0.36%
1Y
18.25%
3Y*
15.75%
5Y*
8.28%
10Y*

FRHMX

1D
0.27%
1M
-3.16%
YTD
-0.45%
6M
0.86%
1Y
7.28%
3Y*
6.13%
5Y*
2.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHTDX vs. FRHMX - Expense Ratio Comparison

FHTDX has a 0.39% expense ratio, which is higher than FRHMX's 0.25% expense ratio.


Return for Risk

FHTDX vs. FRHMX — Risk / Return Rank

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

FHTDX
FHTDX Risk / Return Rank: 6363
Overall Rank
FHTDX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FHTDX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FHTDX Omega Ratio Rank: 6464
Omega Ratio Rank
FHTDX Calmar Ratio Rank: 5858
Calmar Ratio Rank
FHTDX Martin Ratio Rank: 6666
Martin Ratio Rank

FRHMX
FRHMX Risk / Return Rank: 8484
Overall Rank
FRHMX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FRHMX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FRHMX Omega Ratio Rank: 8181
Omega Ratio Rank
FRHMX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FRHMX Martin Ratio Rank: 8585
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.

FHTDX vs. FRHMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2060 Fund Class K (FHTDX) 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.


FHTDXFRHMXDifference

Sharpe ratio

Return per unit of total volatility

1.14

1.61

-0.47

Sortino ratio

Return per unit of downside risk

1.65

2.24

-0.59

Omega ratio

Gain probability vs. loss probability

1.24

1.32

-0.08

Calmar ratio

Return relative to maximum drawdown

1.36

2.15

-0.79

Martin ratio

Return relative to average drawdown

6.24

8.71

-2.47

FHTDX vs. FRHMX - Sharpe Ratio Comparison

The current FHTDX Sharpe Ratio is 1.14, which is comparable to the FRHMX Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of FHTDX and FRHMX, 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


FHTDXFRHMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

1.61

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.50

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.71

-0.11

Correlation

The correlation between FHTDX and FRHMX is 0.74, 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

FHTDX vs. FRHMX - Dividend Comparison

FHTDX's dividend yield for the trailing twelve months is around 2.53%, less than FRHMX's 3.39% yield.


TTM20252024202320222021202020192018
FHTDX
Fidelity Freedom Blend 2060 Fund Class K
2.53%2.44%5.35%1.97%5.70%8.08%4.19%3.05%3.46%
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

FHTDX vs. FRHMX - Drawdown Comparison

The maximum FHTDX drawdown since its inception was -31.31%, which is greater than FRHMX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for FHTDX and FRHMX.


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Drawdown Indicators


FHTDXFRHMXDifference

Max Drawdown

Largest peak-to-trough decline

-31.31%

-15.96%

-15.35%

Max Drawdown (1Y)

Largest decline over 1 year

-11.35%

-3.42%

-7.93%

Max Drawdown (5Y)

Largest decline over 5 years

-27.77%

-15.96%

-11.81%

Current Drawdown

Current decline from peak

-9.72%

-3.16%

-6.56%

Average Drawdown

Average peak-to-trough decline

-6.01%

-3.58%

-2.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

0.85%

+1.74%

Volatility

FHTDX vs. FRHMX - Volatility Comparison

Fidelity Freedom Blend 2060 Fund Class K (FHTDX) has a higher volatility of 5.55% compared to Fidelity Managed Retirement Income Fund Class K6 (FRHMX) at 1.96%. This indicates that FHTDX'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


FHTDXFRHMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

1.96%

+3.59%

Volatility (6M)

Calculated over the trailing 6-month period

9.52%

2.86%

+6.66%

Volatility (1Y)

Calculated over the trailing 1-year period

16.07%

4.59%

+11.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.93%

5.22%

+9.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.91%

5.14%

+11.77%