FIPFX vs. FAMRX
Compare and contrast key facts about Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and Fidelity Asset Manager 85% Fund (FAMRX).
FIPFX is managed by Fidelity. It was launched on Oct 2, 2009. FAMRX is managed by BlackRock. It was launched on Sep 24, 1999.
Performance
FIPFX vs. FAMRX - Performance Comparison
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FIPFX vs. FAMRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | -4.14% | 21.40% | 14.15% | 19.91% | -18.22% | 15.93% | 16.46% | 26.02% | -7.28% | 20.54% |
FAMRX Fidelity Asset Manager 85% Fund | -3.73% | 20.87% | 12.60% | 18.98% | -18.55% | 17.10% | 19.37% | 26.26% | -9.21% | 21.08% |
Returns By Period
In the year-to-date period, FIPFX achieves a -4.14% return, which is significantly lower than FAMRX's -3.73% return. Both investments have delivered pretty close results over the past 10 years, with FIPFX having a 10.39% annualized return and FAMRX not far behind at 10.12%.
FIPFX
- 1D
- -0.17%
- 1M
- -8.51%
- YTD
- -4.14%
- 6M
- -1.24%
- 1Y
- 16.60%
- 3Y*
- 14.20%
- 5Y*
- 7.73%
- 10Y*
- 10.39%
FAMRX
- 1D
- -0.38%
- 1M
- -8.65%
- YTD
- -3.73%
- 6M
- -0.48%
- 1Y
- 17.83%
- 3Y*
- 13.39%
- 5Y*
- 7.41%
- 10Y*
- 10.12%
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FIPFX vs. FAMRX - Expense Ratio Comparison
FIPFX has a 0.12% expense ratio, which is lower than FAMRX's 0.70% expense ratio.
Return for Risk
FIPFX vs. FAMRX — Risk / Return Rank
FIPFX
FAMRX
FIPFX vs. FAMRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and Fidelity Asset Manager 85% Fund (FAMRX). 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.
| FIPFX | FAMRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.15 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.66 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.47 | -0.09 |
Martin ratioReturn relative to average drawdown | 6.40 | 6.61 | -0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIPFX | FAMRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.15 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.51 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.39 | +0.26 |
Correlation
The correlation between FIPFX and FAMRX 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
FIPFX vs. FAMRX - Dividend Comparison
FIPFX's dividend yield for the trailing twelve months is around 2.06%, less than FAMRX's 5.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | 2.06% | 1.97% | 2.00% | 1.94% | 2.02% | 1.93% | 1.95% | 15.16% | 2.28% | 2.05% | 2.09% | 2.00% |
FAMRX Fidelity Asset Manager 85% Fund | 5.78% | 5.56% | 3.44% | 1.33% | 5.07% | 3.15% | 1.99% | 5.52% | 5.62% | 2.31% | 0.28% | 4.83% |
Drawdowns
FIPFX vs. FAMRX - Drawdown Comparison
The maximum FIPFX drawdown since its inception was -30.71%, smaller than the maximum FAMRX drawdown of -58.65%. Use the drawdown chart below to compare losses from any high point for FIPFX and FAMRX.
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Drawdown Indicators
| FIPFX | FAMRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.71% | -58.65% | +27.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -10.77% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -26.00% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -30.71% | -30.96% | +0.25% |
Current DrawdownCurrent decline from peak | -8.96% | -9.33% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -12.40% | +8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.40% | -0.07% |
Volatility
FIPFX vs. FAMRX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) is 4.95%, while Fidelity Asset Manager 85% Fund (FAMRX) has a volatility of 5.40%. This indicates that FIPFX experiences smaller price fluctuations and is considered to be less risky than FAMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIPFX | FAMRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.40% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 9.28% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 15.42% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 14.49% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 15.17% | -0.07% |