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FHUEX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHUEX and VIGAX is 0.86, 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.


-0.50.00.51.00.9

Performance

FHUEX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Blend 2055 Fund Class A (FHUEX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
2.62%
10.35%
FHUEX
VIGAX

Key characteristics

Sharpe Ratio

FHUEX:

1.23

VIGAX:

1.50

Sortino Ratio

FHUEX:

1.72

VIGAX:

2.03

Omega Ratio

FHUEX:

1.22

VIGAX:

1.27

Calmar Ratio

FHUEX:

1.48

VIGAX:

2.07

Martin Ratio

FHUEX:

6.39

VIGAX:

7.82

Ulcer Index

FHUEX:

2.25%

VIGAX:

3.43%

Daily Std Dev

FHUEX:

11.69%

VIGAX:

17.86%

Max Drawdown

FHUEX:

-32.72%

VIGAX:

-50.66%

Current Drawdown

FHUEX:

-1.74%

VIGAX:

-2.70%

Returns By Period

In the year-to-date period, FHUEX achieves a 4.09% return, which is significantly higher than VIGAX's 1.37% return.


FHUEX

YTD

4.09%

1M

0.46%

6M

2.63%

1Y

12.62%

5Y*

6.01%

10Y*

N/A

VIGAX

YTD

1.37%

1M

-2.03%

6M

10.35%

1Y

23.17%

5Y*

16.88%

10Y*

15.39%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FHUEX vs. VIGAX - Expense Ratio Comparison

FHUEX has a 0.74% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


FHUEX
Fidelity Advisor Freedom Blend 2055 Fund Class A
Expense ratio chart for FHUEX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

FHUEX vs. VIGAX — Risk-Adjusted Performance Rank

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

FHUEX
The Risk-Adjusted Performance Rank of FHUEX is 6868
Overall Rank
The Sharpe Ratio Rank of FHUEX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of FHUEX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of FHUEX is 6262
Omega Ratio Rank
The Calmar Ratio Rank of FHUEX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of FHUEX is 7272
Martin Ratio Rank

VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 7979
Overall Rank
The Sharpe Ratio Rank of VIGAX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 8585
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FHUEX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2055 Fund Class A (FHUEX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


Sharpe ratio
The chart of Sharpe ratio for FHUEX, currently valued at 1.23, compared to the broader market-1.000.001.002.003.004.001.231.50
The chart of Sortino ratio for FHUEX, currently valued at 1.72, compared to the broader market0.002.004.006.008.0010.0012.001.722.03
The chart of Omega ratio for FHUEX, currently valued at 1.22, compared to the broader market1.002.003.004.001.221.27
The chart of Calmar ratio for FHUEX, currently valued at 1.48, compared to the broader market0.005.0010.0015.0020.001.482.07
The chart of Martin ratio for FHUEX, currently valued at 6.39, compared to the broader market0.0020.0040.0060.0080.006.397.82
FHUEX
VIGAX

The current FHUEX Sharpe Ratio is 1.23, which is comparable to the VIGAX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of FHUEX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.23
1.50
FHUEX
VIGAX

Dividends

FHUEX vs. VIGAX - Dividend Comparison

FHUEX's dividend yield for the trailing twelve months is around 1.41%, more than VIGAX's 0.45% yield.


TTM20242023202220212020201920182017201620152014
FHUEX
Fidelity Advisor Freedom Blend 2055 Fund Class A
1.41%1.47%1.54%2.29%2.21%1.10%1.48%1.67%0.00%0.00%0.00%0.00%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.45%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%

Drawdowns

FHUEX vs. VIGAX - Drawdown Comparison

The maximum FHUEX drawdown since its inception was -32.72%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FHUEX and VIGAX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.74%
-2.70%
FHUEX
VIGAX

Volatility

FHUEX vs. VIGAX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom Blend 2055 Fund Class A (FHUEX) is 3.20%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.16%. This indicates that FHUEX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.20%
5.16%
FHUEX
VIGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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