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FIJTX vs. FRQKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIJTX vs. FRQKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). The values are adjusted to include any dividend payments, if applicable.

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FIJTX vs. FRQKX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FIJTX
Fidelity Advisor Freedom 2060 Fund Class Z
-1.00%23.15%13.84%19.24%-18.00%16.11%17.68%9.44%
FRQKX
Fidelity Managed Retirement 2010 Fund Class K
0.27%9.91%4.42%8.62%-12.30%3.95%9.68%3.94%

Returns By Period

In the year-to-date period, FIJTX achieves a -1.00% return, which is significantly lower than FRQKX's 0.27% return.


FIJTX

1D
3.14%
1M
-5.91%
YTD
-1.00%
6M
2.04%
1Y
20.59%
3Y*
15.87%
5Y*
8.11%
10Y*

FRQKX

1D
0.75%
1M
-2.06%
YTD
0.27%
6M
1.34%
1Y
7.69%
3Y*
6.38%
5Y*
2.56%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIJTX vs. FRQKX - Expense Ratio Comparison

FIJTX has a 0.65% expense ratio, which is higher than FRQKX's 0.36% expense ratio.


Return for Risk

FIJTX vs. FRQKX — Risk / Return Rank

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

FIJTX
FIJTX Risk / Return Rank: 6969
Overall Rank
FIJTX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
FIJTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FIJTX Omega Ratio Rank: 6767
Omega Ratio Rank
FIJTX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FIJTX Martin Ratio Rank: 7373
Martin Ratio Rank

FRQKX
FRQKX Risk / Return Rank: 8484
Overall Rank
FRQKX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FRQKX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FRQKX Omega Ratio Rank: 8282
Omega Ratio Rank
FRQKX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FRQKX Martin Ratio Rank: 8383
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.

FIJTX vs. FRQKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.


FIJTXFRQKXDifference

Sharpe ratio

Return per unit of total volatility

1.32

1.73

-0.40

Sortino ratio

Return per unit of downside risk

1.89

2.42

-0.53

Omega ratio

Gain probability vs. loss probability

1.28

1.35

-0.06

Calmar ratio

Return relative to maximum drawdown

1.89

2.37

-0.47

Martin ratio

Return relative to average drawdown

8.20

9.37

-1.17

FIJTX vs. FRQKX - Sharpe Ratio Comparison

The current FIJTX Sharpe Ratio is 1.32, which is comparable to the FRQKX Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of FIJTX and FRQKX, 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


FIJTXFRQKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

1.73

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.47

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.70

-0.05

Correlation

The correlation between FIJTX and FRQKX is 0.80, 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

FIJTX vs. FRQKX - Dividend Comparison

FIJTX's dividend yield for the trailing twelve months is around 4.90%, more than FRQKX's 3.24% yield.


TTM20252024202320222021202020192018
FIJTX
Fidelity Advisor Freedom 2060 Fund Class Z
4.90%4.85%1.98%2.36%10.44%8.83%4.71%6.49%5.42%
FRQKX
Fidelity Managed Retirement 2010 Fund Class K
3.24%3.09%2.91%2.86%5.12%6.11%3.61%2.57%0.00%

Drawdowns

FIJTX vs. FRQKX - Drawdown Comparison

The maximum FIJTX drawdown since its inception was -31.27%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FIJTX and FRQKX.


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Drawdown Indicators


FIJTXFRQKXDifference

Max Drawdown

Largest peak-to-trough decline

-31.27%

-16.97%

-14.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.11%

-3.42%

-7.69%

Max Drawdown (5Y)

Largest decline over 5 years

-27.26%

-16.97%

-10.29%

Current Drawdown

Current decline from peak

-7.07%

-2.45%

-4.62%

Average Drawdown

Average peak-to-trough decline

-5.82%

-3.95%

-1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

0.86%

+1.71%

Volatility

FIJTX vs. FRQKX - Volatility Comparison

Fidelity Advisor Freedom 2060 Fund Class Z (FIJTX) has a higher volatility of 6.74% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that FIJTX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIJTXFRQKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.74%

2.14%

+4.60%

Volatility (6M)

Calculated over the trailing 6-month period

10.04%

2.96%

+7.08%

Volatility (1Y)

Calculated over the trailing 1-year period

16.10%

4.67%

+11.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.86%

5.53%

+9.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.91%

5.77%

+11.14%