FIPFX vs. VFIFX

In the year-to-date period, FIPFX achieves a 1.85% return, which is significantly higher than VFIFX's 1.65% return. Over the past 10 years, FIPFX has outperformed VFIFX with an annualized return of 8.40%, while VFIFX has yielded a comparatively lower 7.22% annualized return.

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FIPFX has a 0.12% expense ratio, which is higher than VFIFX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

The current FIPFX Sharpe Ratio is 0.62, which is comparable to the VFIFX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of FIPFX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIPFX's dividend yield for the trailing twelve months is around 1.95%, less than VFIFX's 2.16% yield.

The maximum FIPFX drawdown since its inception was -30.71%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FIPFX and VFIFX. For additional features, visit the drawdowns tool.

Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) has a higher volatility of 8.46% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 8.03%. This indicates that FIPFX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.