FIPFX vs. FTBFX
Compare and contrast key facts about Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and Fidelity Total Bond Fund (FTBFX).
FIPFX is managed by Fidelity. It was launched on Oct 2, 2009. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Performance
FIPFX vs. FTBFX - Performance Comparison
Loading graphics...
FIPFX vs. FTBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | -1.55% | 21.40% | 14.15% | 19.91% | -18.22% | 15.93% | 16.46% | 26.02% | -7.28% | 20.54% |
FTBFX Fidelity Total Bond Fund | -0.29% | 7.50% | 2.50% | 7.25% | -13.58% | -0.44% | 9.34% | 9.89% | -0.66% | 4.19% |
Returns By Period
In the year-to-date period, FIPFX achieves a -1.55% return, which is significantly lower than FTBFX's -0.29% return. Over the past 10 years, FIPFX has outperformed FTBFX with an annualized return of 10.68%, while FTBFX has yielded a comparatively lower 2.60% annualized return.
FIPFX
- 1D
- 2.70%
- 1M
- -5.46%
- YTD
- -1.55%
- 6M
- 1.03%
- 1Y
- 19.20%
- 3Y*
- 15.22%
- 5Y*
- 8.05%
- 10Y*
- 10.68%
FTBFX
- 1D
- 0.21%
- 1M
- -1.74%
- YTD
- -0.29%
- 6M
- 0.46%
- 1Y
- 4.07%
- 3Y*
- 4.50%
- 5Y*
- 0.82%
- 10Y*
- 2.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIPFX vs. FTBFX - Expense Ratio Comparison
FIPFX has a 0.12% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Return for Risk
FIPFX vs. FTBFX — Risk / Return Rank
FIPFX
FTBFX
FIPFX vs. FTBFX - 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 Total Bond Fund (FTBFX). 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 | FTBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.01 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.44 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.74 | +0.08 |
Martin ratioReturn relative to average drawdown | 8.32 | 5.30 | +3.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIPFX | FTBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.01 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.15 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.56 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.93 | -0.26 |
Correlation
The correlation between FIPFX and FTBFX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FIPFX vs. FTBFX - Dividend Comparison
FIPFX's dividend yield for the trailing twelve months is around 2.01%, less than FTBFX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | 2.01% | 1.97% | 2.00% | 1.94% | 2.02% | 1.93% | 1.95% | 15.16% | 2.28% | 2.05% | 2.09% | 2.00% |
FTBFX Fidelity Total Bond Fund | 4.01% | 4.36% | 4.51% | 4.15% | 2.54% | 1.89% | 5.22% | 3.03% | 3.19% | 2.97% | 3.61% | 3.30% |
Drawdowns
FIPFX vs. FTBFX - Drawdown Comparison
The maximum FIPFX drawdown since its inception was -30.71%, which is greater than FTBFX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for FIPFX and FTBFX.
Loading graphics...
Drawdown Indicators
| FIPFX | FTBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.71% | -18.25% | -12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -2.81% | -8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -18.25% | -7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -30.71% | -18.25% | -12.46% |
Current DrawdownCurrent decline from peak | -6.51% | -2.15% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -2.31% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 0.92% | +1.45% |
Volatility
FIPFX vs. FTBFX - Volatility Comparison
Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) has a higher volatility of 5.83% compared to Fidelity Total Bond Fund (FTBFX) at 1.48%. This indicates that FIPFX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIPFX | FTBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 1.48% | +4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 2.46% | +6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 4.29% | +11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.32% | 5.62% | +8.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 4.70% | +10.42% |