PortfoliosLab logoPortfoliosLab logo
FIOFX vs. FHAOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIOFX vs. FHAOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) and Fidelity Freedom Blend 2055 Fund (FHAOX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FIOFX vs. FHAOX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIOFX
Fidelity Freedom Index 2045 Fund Investor Class
-4.08%21.40%14.14%19.90%-18.21%15.95%16.43%25.96%-11.83%
FHAOX
Fidelity Freedom Blend 2055 Fund
-3.72%22.61%16.44%20.52%-19.09%16.26%17.91%26.35%-15.00%

Returns By Period

In the year-to-date period, FIOFX achieves a -4.08% return, which is significantly lower than FHAOX's -3.72% return.


FIOFX

1D
-0.17%
1M
-8.42%
YTD
-4.08%
6M
-1.19%
1Y
16.67%
3Y*
14.21%
5Y*
7.75%
10Y*
10.39%

FHAOX

1D
-0.34%
1M
-9.15%
YTD
-3.72%
6M
-0.35%
1Y
18.23%
3Y*
15.58%
5Y*
8.21%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FIOFX vs. FHAOX - Expense Ratio Comparison

FIOFX has a 0.12% expense ratio, which is lower than FHAOX's 0.49% expense ratio.


Return for Risk

FIOFX vs. FHAOX — Risk / Return Rank

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

FIOFX
FIOFX Risk / Return Rank: 6565
Overall Rank
FIOFX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FIOFX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FIOFX Omega Ratio Rank: 6565
Omega Ratio Rank
FIOFX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FIOFX Martin Ratio Rank: 6868
Martin Ratio Rank

FHAOX
FHAOX Risk / Return Rank: 6565
Overall Rank
FHAOX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FHAOX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FHAOX Omega Ratio Rank: 6565
Omega Ratio Rank
FHAOX Calmar Ratio Rank: 6262
Calmar Ratio Rank
FHAOX Martin Ratio Rank: 6868
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.

FIOFX vs. FHAOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) and Fidelity Freedom Blend 2055 Fund (FHAOX). 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.


FIOFXFHAOXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.13

-0.03

Sortino ratio

Return per unit of downside risk

1.61

1.63

-0.02

Omega ratio

Gain probability vs. loss probability

1.24

1.24

0.00

Calmar ratio

Return relative to maximum drawdown

1.38

1.43

-0.04

Martin ratio

Return relative to average drawdown

6.46

6.48

-0.02

FIOFX vs. FHAOX - Sharpe Ratio Comparison

The current FIOFX Sharpe Ratio is 1.10, which is comparable to the FHAOX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of FIOFX and FHAOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIOFXFHAOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.13

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.55

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.56

+0.10

Correlation

The correlation between FIOFX and FHAOX 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

FIOFX vs. FHAOX - Dividend Comparison

FIOFX's dividend yield for the trailing twelve months is around 2.12%, less than FHAOX's 2.47% yield.


TTM20252024202320222021202020192018201720162015
FIOFX
Fidelity Freedom Index 2045 Fund Investor Class
2.12%2.03%2.01%1.95%2.03%1.92%1.95%14.88%2.26%1.89%2.00%2.01%
FHAOX
Fidelity Freedom Blend 2055 Fund
2.47%2.38%4.98%1.92%6.09%8.36%4.54%2.98%0.00%0.00%0.00%0.00%

Drawdowns

FIOFX vs. FHAOX - Drawdown Comparison

The maximum FIOFX drawdown since its inception was -30.72%, roughly equal to the maximum FHAOX drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for FIOFX and FHAOX.


Loading graphics...

Drawdown Indicators


FIOFXFHAOXDifference

Max Drawdown

Largest peak-to-trough decline

-30.72%

-31.31%

+0.59%

Max Drawdown (1Y)

Largest decline over 1 year

-10.83%

-11.42%

+0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-26.22%

-27.84%

+1.62%

Max Drawdown (10Y)

Largest decline over 10 years

-30.72%

Current Drawdown

Current decline from peak

-8.87%

-9.72%

+0.85%

Average Drawdown

Average peak-to-trough decline

-4.18%

-6.22%

+2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

2.51%

-0.19%

Volatility

FIOFX vs. FHAOX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) is 4.89%, while Fidelity Freedom Blend 2055 Fund (FHAOX) has a volatility of 5.63%. This indicates that FIOFX experiences smaller price fluctuations and is considered to be less risky than FHAOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIOFXFHAOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.89%

5.63%

-0.74%

Volatility (6M)

Calculated over the trailing 6-month period

8.63%

9.55%

-0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

15.15%

16.07%

-0.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.25%

14.95%

-0.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.08%

16.92%

-1.84%