FHTKX vs. FCFWX
Compare and contrast key facts about Fidelity Freedom 2040 Fund Class K6 (FHTKX) and American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX).
FHTKX is managed by Fidelity. It was launched on Sep 6, 2000. FCFWX is an actively managed fund by American Funds. It was launched on Aug 28, 2015.
Performance
FHTKX vs. FCFWX - Performance Comparison
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FHTKX vs. FCFWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHTKX Fidelity Freedom 2040 Fund Class K6 | -2.85% | 22.35% | 16.63% | 20.25% | -18.08% | 16.80% | 18.62% | 25.70% | -8.72% | 9.80% |
FCFWX American Funds Retirement Income Portfolio Enhanced Class F-1 | -1.65% | 17.19% | 11.58% | 11.90% | -11.04% | 15.09% | 7.03% | 17.72% | -5.01% | 6.28% |
Returns By Period
In the year-to-date period, FHTKX achieves a -2.85% return, which is significantly lower than FCFWX's -1.65% return.
FHTKX
- 1D
- -0.23%
- 1M
- -8.23%
- YTD
- -2.85%
- 6M
- 0.51%
- 1Y
- 18.44%
- 3Y*
- 15.92%
- 5Y*
- 8.57%
- 10Y*
- —
FCFWX
- 1D
- 0.07%
- 1M
- -6.17%
- YTD
- -1.65%
- 6M
- 1.13%
- 1Y
- 13.02%
- 3Y*
- 11.83%
- 5Y*
- 7.16%
- 10Y*
- 7.74%
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FHTKX vs. FCFWX - Expense Ratio Comparison
FHTKX has a 0.50% expense ratio, which is lower than FCFWX's 0.67% expense ratio.
Return for Risk
FHTKX vs. FCFWX — Risk / Return Rank
FHTKX
FCFWX
FHTKX vs. FCFWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund Class K6 (FHTKX) and American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX). 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.
| FHTKX | FCFWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.38 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.93 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.66 | -0.12 |
Martin ratioReturn relative to average drawdown | 7.06 | 7.60 | -0.55 |
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
| FHTKX | FCFWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.38 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.76 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.78 | -0.11 |
Correlation
The correlation between FHTKX and FCFWX is 0.94, 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
FHTKX vs. FCFWX - Dividend Comparison
FHTKX's dividend yield for the trailing twelve months is around 5.43%, less than FCFWX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FHTKX Fidelity Freedom 2040 Fund Class K6 | 5.43% | 5.27% | 5.65% | 2.00% | 12.68% | 12.37% | 5.93% | 7.00% | 8.48% | 3.12% | 0.00% |
FCFWX American Funds Retirement Income Portfolio Enhanced Class F-1 | 5.82% | 5.71% | 2.99% | 3.26% | 5.52% | 4.22% | 2.85% | 3.99% | 4.26% | 2.64% | 2.85% |
Drawdowns
FHTKX vs. FCFWX - Drawdown Comparison
The maximum FHTKX drawdown since its inception was -30.95%, which is greater than FCFWX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for FHTKX and FCFWX.
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Drawdown Indicators
| FHTKX | FCFWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.95% | -23.62% | -7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -7.52% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -27.05% | -18.46% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.62% | — |
Current DrawdownCurrent decline from peak | -8.69% | -6.23% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -3.14% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.64% | +0.70% |
Volatility
FHTKX vs. FCFWX - Volatility Comparison
Fidelity Freedom 2040 Fund Class K6 (FHTKX) has a higher volatility of 5.06% compared to American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) at 3.04%. This indicates that FHTKX's price experiences larger fluctuations and is considered to be riskier than FCFWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHTKX | FCFWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 3.04% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 5.70% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 9.67% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 9.42% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 10.17% | +5.39% |