FITWX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Fidelity ZERO Total Market Index Fund (FZROX).
FITWX is managed by Fidelity. It was launched on Nov 6, 2003. FZROX is managed by Fidelity.
Performance
FITWX vs. FZROX - Performance Comparison
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FITWX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | -2.16% | 16.17% | 7.91% | 13.53% | -16.64% | 9.85% | 14.20% | 20.29% | -6.75% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FITWX achieves a -2.16% return, which is significantly higher than FZROX's -3.98% return.
FITWX
- 1D
- 0.07%
- 1M
- -6.26%
- YTD
- -2.16%
- 6M
- -0.09%
- 1Y
- 11.68%
- 3Y*
- 9.75%
- 5Y*
- 4.48%
- 10Y*
- 7.34%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
- —
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FITWX vs. FZROX - Expense Ratio Comparison
FITWX has a 0.62% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FITWX vs. FZROX — Risk / Return Rank
FITWX
FZROX
FITWX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.98 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.50 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.51 | +0.04 |
Martin ratioReturn relative to average drawdown | 6.62 | 7.28 | -0.66 |
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 | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.98 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.62 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.15 |
Correlation
The correlation between FITWX and FZROX is 0.90, 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. FZROX - Dividend Comparison
FITWX's dividend yield for the trailing twelve months is around 7.83%, more than FZROX's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | 7.83% | 7.67% | 2.64% | 2.01% | 9.01% | 9.32% | 6.30% | 6.62% | 9.78% | 4.11% | 4.64% | 5.26% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITWX vs. FZROX - Drawdown Comparison
The maximum FITWX drawdown since its inception was -49.25%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FITWX and FZROX.
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Drawdown Indicators
| FITWX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.25% | -34.96% | -14.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -12.44% | +5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -25.12% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -23.68% | — | — |
Current DrawdownCurrent decline from peak | -6.39% | -6.16% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -5.61% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.58% | -0.90% |
Volatility
FITWX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2025 Fund Class I (FITWX) is 3.66%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 5.52%. This indicates that FITWX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITWX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.52% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 5.80% | 9.81% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.66% | 18.68% | -9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.79% | 17.45% | -7.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.08% | 20.28% | -10.20% |