FITWX vs. FRKMX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
FITWX is managed by Fidelity. It was launched on Nov 6, 2003. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FITWX vs. FRKMX - Performance Comparison
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FITWX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | -0.36% | 16.17% | 7.91% | 13.53% | -16.64% | 9.85% | 14.20% | 6.73% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.27% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, FITWX achieves a -0.36% return, which is significantly lower than FRKMX's 0.27% return.
FITWX
- 1D
- 1.84%
- 1M
- -4.01%
- YTD
- -0.36%
- 6M
- 1.45%
- 1Y
- 13.22%
- 3Y*
- 10.42%
- 5Y*
- 4.65%
- 10Y*
- 7.54%
FRKMX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.27%
- 6M
- 1.36%
- 1Y
- 7.67%
- 3Y*
- 6.29%
- 5Y*
- 2.54%
- 10Y*
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FITWX vs. FRKMX - Expense Ratio Comparison
FITWX has a 0.62% expense ratio, which is higher than FRKMX's 0.35% expense ratio.
Return for Risk
FITWX vs. FRKMX — Risk / Return Rank
FITWX
FRKMX
FITWX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| FITWX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.72 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.41 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.35 | -0.43 |
Martin ratioReturn relative to average drawdown | 8.07 | 9.34 | -1.27 |
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
| FITWX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.72 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.49 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.71 | -0.23 |
Correlation
The correlation between FITWX and FRKMX is 0.86, 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
FITWX vs. FRKMX - Dividend Comparison
FITWX's dividend yield for the trailing twelve months is around 7.69%, more than FRKMX's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | 7.69% | 7.67% | 2.64% | 2.01% | 9.01% | 9.32% | 6.30% | 6.62% | 9.78% | 4.11% | 4.64% | 5.26% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.25% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITWX vs. FRKMX - Drawdown Comparison
The maximum FITWX drawdown since its inception was -49.25%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for FITWX and FRKMX.
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Drawdown Indicators
| FITWX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.25% | -16.04% | -33.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -3.42% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -16.04% | -7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -23.68% | — | — |
Current DrawdownCurrent decline from peak | -4.67% | -2.44% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -3.64% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 0.86% | +0.84% |
Volatility
FITWX vs. FRKMX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class I (FITWX) has a higher volatility of 4.22% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.14%. This indicates that FITWX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITWX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 2.14% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.08% | 2.95% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 4.63% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 5.23% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.10% | 5.14% | +4.96% |