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

Correlation

The correlation between FIHFX and VASGX 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.


-0.50.00.51.01.0

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.

200.00%220.00%240.00%260.00%JulyAugustSeptemberOctoberNovemberDecember
254.38%
221.87%
FIHFX
VASGX

Key characteristics

Sharpe Ratio

FIHFX:

1.52

VASGX:

1.54

Sortino Ratio

FIHFX:

2.12

VASGX:

2.13

Omega Ratio

FIHFX:

1.27

VASGX:

1.28

Calmar Ratio

FIHFX:

2.22

VASGX:

2.19

Martin Ratio

FIHFX:

9.22

VASGX:

9.62

Ulcer Index

FIHFX:

1.44%

VASGX:

1.54%

Daily Std Dev

FIHFX:

8.79%

VASGX:

9.64%

Max Drawdown

FIHFX:

-28.42%

VASGX:

-51.16%

Current Drawdown

FIHFX:

-3.15%

VASGX:

-3.14%

Returns By Period

In the year-to-date period, FIHFX achieves a 11.62% return, which is significantly lower than VASGX's 13.58% return. Over the past 10 years, FIHFX has outperformed VASGX with an annualized return of 7.85%, while VASGX has yielded a comparatively lower 6.96% annualized return.


FIHFX

YTD

11.62%

1M

-0.46%

6M

4.31%

1Y

12.38%

5Y*

7.31%

10Y*

7.85%

VASGX

YTD

13.58%

1M

-0.77%

6M

5.23%

1Y

13.57%

5Y*

7.21%

10Y*

6.96%

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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%.


VASGX
Vanguard LifeStrategy Growth Fund
Expense ratio chart for VASGX: current value at 0.14% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.14%
Expense ratio chart for FIHFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Risk-Adjusted Performance

FIHFX vs. VASGX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for FIHFX, currently valued at 1.52, compared to the broader market-1.000.001.002.003.004.001.521.54
The chart of Sortino ratio for FIHFX, currently valued at 2.12, compared to the broader market-2.000.002.004.006.008.0010.002.122.13
The chart of Omega ratio for FIHFX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.28
The chart of Calmar ratio for FIHFX, currently valued at 2.22, compared to the broader market0.002.004.006.008.0010.0012.0014.002.222.19
The chart of Martin ratio for FIHFX, currently valued at 9.22, compared to the broader market0.0020.0040.0060.009.229.62
FIHFX
VASGX

The current FIHFX Sharpe Ratio is 1.52, which is comparable to the VASGX Sharpe Ratio of 1.54. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.52
1.54
FIHFX
VASGX

Dividends

FIHFX vs. VASGX - Dividend Comparison

FIHFX's dividend yield for the trailing twelve months is around 1.99%, less than VASGX's 2.19% yield.


TTM20232022202120202019201820172016201520142013
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
1.99%2.10%1.93%1.47%1.40%1.82%2.15%1.72%1.90%2.03%3.37%0.16%
VASGX
Vanguard LifeStrategy Growth Fund
2.19%2.34%2.10%1.87%1.68%2.32%2.56%2.09%2.22%2.20%2.10%1.92%

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. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.15%
-3.14%
FIHFX
VASGX

Volatility

FIHFX vs. VASGX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 2.73%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 2.90%. 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.


1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.73%
2.90%
FIHFX
VASGX
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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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