FITWX vs. FRQKX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FITWX is managed by Fidelity. It was launched on Nov 6, 2003. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FITWX vs. FRQKX - Performance Comparison
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FITWX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | 0.22% | 16.17% | 7.91% | 13.53% | -16.64% | 9.85% | 14.20% | 6.73% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.37% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, FITWX achieves a 0.22% return, which is significantly lower than FRQKX's 0.37% return.
FITWX
- 1D
- 0.58%
- 1M
- -2.11%
- YTD
- 0.22%
- 6M
- 1.83%
- 1Y
- 13.61%
- 3Y*
- 10.63%
- 5Y*
- 4.77%
- 10Y*
- 7.60%
FRQKX
- 1D
- 0.11%
- 1M
- -1.34%
- YTD
- 0.37%
- 6M
- 1.35%
- 1Y
- 7.74%
- 3Y*
- 6.41%
- 5Y*
- 2.58%
- 10Y*
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FITWX vs. FRQKX - Expense Ratio Comparison
FITWX has a 0.62% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
FITWX vs. FRQKX — Risk / Return Rank
FITWX
FRQKX
FITWX vs. FRQKX - 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 2010 Fund Class K (FRQKX). 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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.69 | -0.27 |
Sortino ratioReturn per unit of downside risk | 2.01 | 2.36 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.39 | -0.38 |
Martin ratioReturn relative to average drawdown | 8.36 | 9.32 | -0.96 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.69 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.70 | -0.22 |
Correlation
The correlation between FITWX and FRQKX is 0.91, 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. FRQKX - Dividend Comparison
FITWX's dividend yield for the trailing twelve months is around 7.65%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | 7.65% | 7.67% | 2.64% | 2.01% | 9.01% | 9.32% | 6.30% | 6.62% | 9.78% | 4.11% | 4.64% | 5.26% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITWX vs. FRQKX - Drawdown Comparison
The maximum FITWX drawdown since its inception was -49.25%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FITWX and FRQKX.
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Drawdown Indicators
| FITWX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.25% | -16.97% | -32.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -3.42% | -3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -16.97% | -6.71% |
Max Drawdown (10Y)Largest decline over 10 years | -23.68% | — | — |
Current DrawdownCurrent decline from peak | -4.12% | -2.34% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -3.95% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.88% | +0.84% |
Volatility
FITWX vs. FRQKX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class I (FITWX) has a higher volatility of 4.09% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.08%. This indicates that FITWX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITWX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 2.08% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.10% | 2.96% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.82% | 4.67% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 5.52% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.09% | 5.77% | +4.32% |