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FIHFX vs. VASGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIHFX vs. VASGX - Performance Comparison

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

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FIHFX vs. VASGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
-1.09%17.32%11.22%17.25%-17.49%13.73%15.54%24.87%-6.77%20.35%
VASGX
Vanguard LifeStrategy Growth Fund
-1.30%19.65%12.95%18.76%-17.21%14.35%15.45%23.14%-6.89%19.21%

Returns By Period

In the year-to-date period, FIHFX achieves a -1.09% return, which is significantly higher than VASGX's -1.30% return. Both investments have delivered pretty close results over the past 10 years, with FIHFX having a 9.56% annualized return and VASGX not far ahead at 9.75%.


FIHFX

1D
1.93%
1M
-4.36%
YTD
-1.09%
6M
0.97%
1Y
15.05%
3Y*
12.49%
5Y*
6.36%
10Y*
9.56%

VASGX

1D
2.35%
1M
-5.12%
YTD
-1.30%
6M
1.07%
1Y
18.07%
3Y*
14.25%
5Y*
7.43%
10Y*
9.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIHFX vs. VASGX - Expense Ratio Comparison

FIHFX has a 0.12% expense ratio, which is lower than VASGX's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FIHFX vs. VASGX — Risk / Return Rank

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

FIHFX
FIHFX Risk / Return Rank: 7777
Overall Rank
FIHFX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FIHFX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FIHFX Omega Ratio Rank: 7474
Omega Ratio Rank
FIHFX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FIHFX Martin Ratio Rank: 8282
Martin Ratio Rank

VASGX
VASGX Risk / Return Rank: 7979
Overall Rank
VASGX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VASGX Sortino Ratio Rank: 7878
Sortino Ratio Rank
VASGX Omega Ratio Rank: 7575
Omega Ratio Rank
VASGX Calmar Ratio Rank: 8181
Calmar Ratio Rank
VASGX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIHFX vs. VASGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard LifeStrategy Growth Fund (VASGX). 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.


FIHFXVASGXDifference

Sharpe ratio

Return per unit of total volatility

1.35

1.39

-0.04

Sortino ratio

Return per unit of downside risk

1.94

1.99

-0.05

Omega ratio

Gain probability vs. loss probability

1.29

1.29

0.00

Calmar ratio

Return relative to maximum drawdown

1.86

1.97

-0.10

Martin ratio

Return relative to average drawdown

8.38

8.76

-0.38

FIHFX vs. VASGX - Sharpe Ratio Comparison

The current FIHFX Sharpe Ratio is 1.35, which is comparable to the VASGX Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of FIHFX and VASGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIHFXVASGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.39

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.59

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.73

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.56

+0.12

Correlation

The correlation between FIHFX and VASGX is 0.99, 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

FIHFX vs. VASGX - Dividend Comparison

FIHFX's dividend yield for the trailing twelve months is around 2.80%, less than VASGX's 4.15% yield.


TTM20252024202320222021202020192018201720162015
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
2.80%2.77%2.50%2.10%2.14%1.93%2.15%16.14%2.21%1.81%1.95%2.03%
VASGX
Vanguard LifeStrategy Growth Fund
4.15%4.09%6.15%3.00%2.10%3.54%3.54%2.34%4.36%2.13%2.23%4.54%

Drawdowns

FIHFX vs. VASGX - Drawdown Comparison

The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for FIHFX and VASGX.


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Drawdown Indicators


FIHFXVASGXDifference

Max Drawdown

Largest peak-to-trough decline

-28.42%

-51.16%

+22.74%

Max Drawdown (1Y)

Largest decline over 1 year

-8.38%

-9.40%

+1.02%

Max Drawdown (5Y)

Largest decline over 5 years

-24.84%

-24.43%

-0.41%

Max Drawdown (10Y)

Largest decline over 10 years

-28.42%

-28.53%

+0.11%

Current Drawdown

Current decline from peak

-5.12%

-6.01%

+0.89%

Average Drawdown

Average peak-to-trough decline

-4.02%

-7.29%

+3.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.86%

2.11%

-0.25%

Volatility

FIHFX vs. VASGX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 4.47%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 5.11%. This indicates that FIHFX experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIHFXVASGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

5.11%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

6.79%

8.07%

-1.28%

Volatility (1Y)

Calculated over the trailing 1-year period

11.54%

13.38%

-1.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.90%

12.71%

-0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.36%

13.44%

-0.08%