FHTKX vs. FXAIX

In the year-to-date period, FHTKX achieves a 3.74% return, which is significantly higher than FXAIX's 2.20% return.

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FHTKX has a 0.50% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund Class K6 (FHTKX) and Fidelity 500 Index Fund (FXAIX). 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 FHTKX Sharpe Ratio is 0.44, which is lower than the FXAIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FHTKX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHTKX's dividend yield for the trailing twelve months is around 1.74%, more than FXAIX's 1.54% yield.

The maximum FHTKX drawdown since its inception was -35.56%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHTKX and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Freedom 2040 Fund Class K6 (FHTKX) is 4.83%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.47%. This indicates that FHTKX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.