FIAFX vs. WMT

In the year-to-date period, FIAFX achieves a 2.75% return, which is significantly lower than WMT's 7.64% return. Over the past 10 years, FIAFX has underperformed WMT with an annualized return of 1.51%, while WMT has yielded a comparatively higher 16.14% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class I (FIAFX) and Walmart Inc. (WMT). 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 FIAFX Sharpe Ratio is 1.24, which is lower than the WMT Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of FIAFX and WMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIAFX's dividend yield for the trailing twelve months is around 2.70%, more than WMT's 0.92% yield.

The maximum FIAFX drawdown since its inception was -21.57%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for FIAFX and WMT. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Freedom Income Fund Class I (FIAFX) is 1.32%, while Walmart Inc. (WMT) has a volatility of 6.38%. This indicates that FIAFX experiences smaller price fluctuations and is considered to be less risky than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.