FITHX vs. IXUS

In the year-to-date period, FITHX achieves a 4.89% return, which is significantly lower than IXUS's 13.50% return. Over the past 10 years, FITHX has outperformed IXUS with an annualized return of 7.77%, while IXUS has yielded a comparatively lower 5.35% annualized return.

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FITHX has a 0.71% expense ratio, which is higher than IXUS's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and iShares Core MSCI Total International Stock ETF (IXUS). 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 FITHX Sharpe Ratio is 0.65, which is comparable to the IXUS Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FITHX and IXUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FITHX's dividend yield for the trailing twelve months is around 0.40%, less than IXUS's 2.93% yield.

The maximum FITHX drawdown since its inception was -52.70%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for FITHX and IXUS. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) is 2.59%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 2.77%. This indicates that FITHX experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.