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FIHFX vs. TRRJX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIHFX and TRRJX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

FIHFX vs. TRRJX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and T. Rowe Price Retirement 2035 Fund (TRRJX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FIHFX:

3.29%

TRRJX:

4.60%

Max Drawdown

FIHFX:

-0.46%

TRRJX:

-0.37%

Current Drawdown

FIHFX:

-0.46%

TRRJX:

0.00%

Returns By Period


FIHFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TRRJX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FIHFX vs. TRRJX - Expense Ratio Comparison

FIHFX has a 0.12% expense ratio, which is lower than TRRJX's 0.59% expense ratio.


Risk-Adjusted Performance

FIHFX vs. TRRJX — Risk-Adjusted Performance Rank

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

FIHFX
The Risk-Adjusted Performance Rank of FIHFX is 7373
Overall Rank
The Sharpe Ratio Rank of FIHFX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of FIHFX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FIHFX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FIHFX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FIHFX is 7979
Martin Ratio Rank

TRRJX
The Risk-Adjusted Performance Rank of TRRJX is 5757
Overall Rank
The Sharpe Ratio Rank of TRRJX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRJX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of TRRJX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of TRRJX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of TRRJX is 6565
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.

FIHFX vs. TRRJX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and T. Rowe Price Retirement 2035 Fund (TRRJX). 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.



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Dividends

FIHFX vs. TRRJX - Dividend Comparison

FIHFX's dividend yield for the trailing twelve months is around 2.09%, more than TRRJX's 1.73% yield.


TTM20242023202220212020201920182017201620152014
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
2.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TRRJX
T. Rowe Price Retirement 2035 Fund
1.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FIHFX vs. TRRJX - Drawdown Comparison

The maximum FIHFX drawdown since its inception was -0.46%, which is greater than TRRJX's maximum drawdown of -0.37%. Use the drawdown chart below to compare losses from any high point for FIHFX and TRRJX. For additional features, visit the drawdowns tool.


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Volatility

FIHFX vs. TRRJX - Volatility Comparison


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