FHTKX vs. LIRKX
Compare and contrast key facts about Fidelity Freedom 2040 Fund Class K6 (FHTKX) and BlackRock LifePath Index Retirement Fund (LIRKX).
FHTKX is managed by Fidelity. It was launched on Sep 6, 2000. LIRKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index Retirement Custom Benchmark (USD). It was launched on May 31, 2011.
Performance
FHTKX vs. LIRKX - Performance Comparison
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FHTKX vs. LIRKX - 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% |
LIRKX BlackRock LifePath Index Retirement Fund | -0.94% | 12.48% | 6.08% | 11.48% | -15.21% | 6.75% | 11.46% | 15.90% | -3.50% | 4.87% |
Returns By Period
In the year-to-date period, FHTKX achieves a -2.85% return, which is significantly lower than LIRKX's -0.94% return.
FHTKX
- 1D
- -0.23%
- 1M
- -8.23%
- YTD
- -2.85%
- 6M
- 0.51%
- 1Y
- 18.44%
- 3Y*
- 15.92%
- 5Y*
- 8.57%
- 10Y*
- —
LIRKX
- 1D
- 0.27%
- 1M
- -3.97%
- YTD
- -0.94%
- 6M
- 0.79%
- 1Y
- 9.74%
- 3Y*
- 8.00%
- 5Y*
- 3.49%
- 10Y*
- 5.48%
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FHTKX vs. LIRKX - Expense Ratio Comparison
FHTKX has a 0.50% expense ratio, which is higher than LIRKX's 0.09% expense ratio.
Return for Risk
FHTKX vs. LIRKX — Risk / Return Rank
FHTKX
LIRKX
FHTKX vs. LIRKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund Class K6 (FHTKX) and BlackRock LifePath Index Retirement Fund (LIRKX). 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 | LIRKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.43 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.03 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.84 | -0.30 |
Martin ratioReturn relative to average drawdown | 7.06 | 8.49 | -1.43 |
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 | LIRKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.43 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.45 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.74 | -0.07 |
Correlation
The correlation between FHTKX and LIRKX is 0.89, 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. LIRKX - Dividend Comparison
FHTKX's dividend yield for the trailing twelve months is around 5.43%, more than LIRKX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
LIRKX BlackRock LifePath Index Retirement Fund | 3.93% | 3.89% | 2.06% | 2.67% | 2.75% | 2.74% | 1.98% | 2.48% | 2.50% | 2.28% | 2.53% | 2.98% |
Drawdowns
FHTKX vs. LIRKX - Drawdown Comparison
The maximum FHTKX drawdown since its inception was -30.95%, which is greater than LIRKX's maximum drawdown of -20.46%. Use the drawdown chart below to compare losses from any high point for FHTKX and LIRKX.
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Drawdown Indicators
| FHTKX | LIRKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.95% | -20.46% | -10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -5.27% | -5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -27.05% | -20.46% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.46% | — |
Current DrawdownCurrent decline from peak | -8.69% | -3.97% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -2.86% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.14% | +1.20% |
Volatility
FHTKX vs. LIRKX - Volatility Comparison
Fidelity Freedom 2040 Fund Class K6 (FHTKX) has a higher volatility of 5.06% compared to BlackRock LifePath Index Retirement Fund (LIRKX) at 2.48%. This indicates that FHTKX's price experiences larger fluctuations and is considered to be riskier than LIRKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHTKX | LIRKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 2.48% | +2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 3.97% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 7.03% | +7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 7.78% | +6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 7.47% | +8.09% |