FIPFX vs. JLKYX
Compare and contrast key facts about Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX).
FIPFX is managed by Fidelity. It was launched on Oct 2, 2009. JLKYX is managed by John Hancock. It was launched on Mar 25, 2014.
Performance
FIPFX vs. JLKYX - Performance Comparison
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FIPFX vs. JLKYX - 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% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -1.36% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
Returns By Period
In the year-to-date period, FIPFX achieves a -1.55% return, which is significantly lower than JLKYX's -1.36% return. Both investments have delivered pretty close results over the past 10 years, with FIPFX having a 10.68% annualized return and JLKYX not far behind at 10.33%.
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%
JLKYX
- 1D
- 2.78%
- 1M
- -5.68%
- YTD
- -1.36%
- 6M
- 1.09%
- 1Y
- 19.55%
- 3Y*
- 15.25%
- 5Y*
- 8.08%
- 10Y*
- 10.33%
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FIPFX vs. JLKYX - Expense Ratio Comparison
FIPFX has a 0.12% expense ratio, which is higher than JLKYX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FIPFX vs. JLKYX — Risk / Return Rank
FIPFX
JLKYX
FIPFX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX). 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 | JLKYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.22 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.78 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.74 | +0.09 |
Martin ratioReturn relative to average drawdown | 8.32 | 8.09 | +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 | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.22 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.54 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.64 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.58 | +0.08 |
Correlation
The correlation between FIPFX and JLKYX 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. JLKYX - Dividend Comparison
FIPFX's dividend yield for the trailing twelve months is around 2.01%, less than JLKYX's 3.66% 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% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.66% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
Drawdowns
FIPFX vs. JLKYX - Drawdown Comparison
The maximum FIPFX drawdown since its inception was -30.71%, smaller than the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for FIPFX and JLKYX.
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Drawdown Indicators
| FIPFX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.71% | -32.55% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -11.59% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -25.75% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -30.71% | -32.55% | +1.84% |
Current DrawdownCurrent decline from peak | -6.51% | -6.63% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.71% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.49% | -0.12% |
Volatility
FIPFX vs. JLKYX - Volatility Comparison
Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) have volatilities of 5.83% and 5.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIPFX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 5.95% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.49% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 16.39% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.32% | 15.16% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 16.16% | -1.04% |