FHYDX vs. JIEHX
Compare and contrast key facts about Fidelity Freedom Blend 2040 Fund Class K (FHYDX) and John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX).
FHYDX is managed by Fidelity. It was launched on Aug 31, 2018. JIEHX is managed by John Hancock. It was launched on Mar 29, 2016.
Performance
FHYDX vs. JIEHX - Performance Comparison
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FHYDX vs. JIEHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHYDX Fidelity Freedom Blend 2040 Fund Class K | -0.55% | 21.15% | 15.69% | 20.03% | -18.91% | 16.34% | 17.89% | 26.65% | -11.82% |
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 25.00% | -11.92% |
Returns By Period
In the year-to-date period, FHYDX achieves a -0.55% return, which is significantly higher than JIEHX's -1.41% return.
FHYDX
- 1D
- 2.61%
- 1M
- -5.28%
- YTD
- -0.55%
- 6M
- 2.32%
- 1Y
- 19.72%
- 3Y*
- 16.03%
- 5Y*
- 8.19%
- 10Y*
- —
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
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FHYDX vs. JIEHX - Expense Ratio Comparison
FHYDX has a 0.39% expense ratio, which is higher than JIEHX's 0.01% expense ratio.
Return for Risk
FHYDX vs. JIEHX — Risk / Return Rank
FHYDX
JIEHX
FHYDX vs. JIEHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2040 Fund Class K (FHYDX) and John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX). 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.
| FHYDX | JIEHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.22 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.79 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.73 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.03 | 8.07 | -0.04 |
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
| FHYDX | JIEHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.22 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.53 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.62 | 0.00 |
Correlation
The correlation between FHYDX and JIEHX is 0.98, 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
FHYDX vs. JIEHX - Dividend Comparison
FHYDX's dividend yield for the trailing twelve months is around 2.84%, less than JIEHX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHYDX Fidelity Freedom Blend 2040 Fund Class K | 2.84% | 2.82% | 4.98% | 1.84% | 6.24% | 8.59% | 4.92% | 3.51% | 3.23% | 0.00% |
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | 3.60% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% |
Drawdowns
FHYDX vs. JIEHX - Drawdown Comparison
The maximum FHYDX drawdown since its inception was -31.34%, roughly equal to the maximum JIEHX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for FHYDX and JIEHX.
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Drawdown Indicators
| FHYDX | JIEHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -32.55% | +1.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.51% | -11.60% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.67% | -25.70% | -1.97% |
Current DrawdownCurrent decline from peak | -6.25% | -6.67% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -5.06% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.49% | -0.18% |
Volatility
FHYDX vs. JIEHX - Volatility Comparison
Fidelity Freedom Blend 2040 Fund Class K (FHYDX) and John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) have volatilities of 5.81% and 5.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHYDX | JIEHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.95% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 9.52% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 16.44% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.37% | 15.18% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 16.50% | +0.10% |