FHUEX vs. FYTKX
FHUEX (Fidelity Advisor Freedom Blend 2055 Fund Class A) and FYTKX (Fidelity Freedom Income Fund Class K6) are both Target Retirement Date funds from Fidelity. Over the past 5 years, FHUEX returned 9.74%/yr vs 3.22%/yr for FYTKX. A 0.74 correlation means they provide meaningful diversification when combined. FHUEX charges 0.74%/yr vs 0.37%/yr for FYTKX.
Performance
FHUEX vs. FYTKX - Performance Comparison
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Returns By Period
In the year-to-date period, FHUEX achieves a 11.68% return, which is significantly higher than FYTKX's 4.22% return.
FHUEX
- 1D
- -2.21%
- 1M
- 0.74%
- YTD
- 11.68%
- 6M
- 10.91%
- 1Y
- 25.55%
- 3Y*
- 19.89%
- 5Y*
- 9.74%
- 10Y*
- —
FYTKX
- 1D
- -0.77%
- 1M
- 0.40%
- YTD
- 4.22%
- 6M
- 4.01%
- 1Y
- 9.56%
- 3Y*
- 7.94%
- 5Y*
- 3.22%
- 10Y*
- —
FHUEX vs. FYTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHUEX Fidelity Advisor Freedom Blend 2055 Fund Class A | 11.68% | 22.36% | 15.97% | 20.20% | -19.29% | 15.91% | 17.58% | 26.08% | -11.91% |
FYTKX Fidelity Freedom Income Fund Class K6 | 4.22% | 10.61% | 4.60% | 8.42% | -11.23% | 3.25% | 9.07% | 10.71% | -2.32% |
Correlation
The correlation between FHUEX and FYTKX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018 | 0.74 |
The correlation between FHUEX and FYTKX shifts across timeframes, from 0.74 (all time) to 0.88 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
FHUEX vs. FYTKX — Risk / Return Rank
FHUEX
FYTKX
FHUEX vs. FYTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2055 Fund Class A (FHUEX) and Fidelity Freedom Income Fund Class K6 (FYTKX). 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.
| FHUEX | FYTKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.82 | 2.76 | +0.06 |
| Martin ratioReturn relative to average drawdown | 12.22 | 11.90 | +0.32 |
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Drawdowns
FHUEX vs. FYTKX - Drawdown Comparison
The maximum FHUEX drawdown since its inception was -31.34%, which is greater than FYTKX's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for FHUEX and FYTKX.
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Drawdown Indicators
| FHUEX | FYTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -15.80% | -15.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -3.67% | -6.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -4.85% | -10.73% |
Max Drawdown (5Y)Largest decline over 5 years | -27.98% | -15.80% | -12.18% |
Current DrawdownCurrent decline from peak | -2.38% | -0.94% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -2.86% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 0.85% | +1.38% |
Volatility
FHUEX vs. FYTKX - Volatility Comparison
Fidelity Advisor Freedom Blend 2055 Fund Class A (FHUEX) has a higher volatility of 6.17% compared to Fidelity Freedom Income Fund Class K6 (FYTKX) at 2.42%. This indicates that FHUEX's price experiences larger fluctuations and is considered to be riskier than FYTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHUEX | FYTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 2.42% | +3.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 4.41% | +7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 5.02% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 5.42% | +9.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 4.80% | +12.14% |
FHUEX vs. FYTKX - Expense Ratio Comparison
FHUEX has a 0.74% expense ratio, which is higher than FYTKX's 0.37% expense ratio.
Dividends
FHUEX vs. FYTKX - Dividend Comparison
FHUEX's dividend yield for the trailing twelve months is around 3.17%, which matches FYTKX's 3.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FHUEX Fidelity Advisor Freedom Blend 2055 Fund Class A | 3.17% | 2.24% | 4.66% | 1.85% | 6.05% | 8.12% | 4.43% | 2.86% | 3.60% | 0.00% |
FYTKX Fidelity Freedom Income Fund Class K6 | 3.20% | 3.53% | 3.38% | 3.13% | 6.05% | 6.26% | 4.48% | 3.80% | 5.33% | 2.65% |
Frequently Asked Questions
FHUEX and FYTKX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FHUEX has higher volatility (6.17%) compared to FYTKX (2.42%). In terms of maximum drawdown, FHUEX dropped -31.34% vs FYTKX's -15.80%.
FYTKX currently has the higher Sharpe Ratio (2.02 vs 1.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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