FJADX vs. DRIQX
FJADX (Fidelity Advisor Freedom Blend 2025 Fund Class I) and DRIQX (Dimensional 2015 Target Date Retirement Income Fund) are both Target Retirement Date funds. Over the past 5 years, FJADX returned 5.05%/yr vs 1.86%/yr for DRIQX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. FJADX charges 0.45%/yr vs 0.17%/yr for DRIQX.
Performance
FJADX vs. DRIQX - Performance Comparison
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Returns By Period
In the year-to-date period, FJADX achieves a 6.57% return, which is significantly higher than DRIQX's 3.01% return.
FJADX
- 1D
- 1.25%
- 1M
- -1.07%
- 6M
- 4.28%
- YTD
- 6.57%
- 1Y
- 14.17%
- 3Y*
- 11.18%
- 5Y*
- 5.05%
- 10Y*
- —
- ALL TIME*
- 7.28%
DRIQX
- 1D
- 0.35%
- 1M
- -0.44%
- 6M
- 1.84%
- YTD
- 3.01%
- 1Y
- 6.61%
- 3Y*
- 6.44%
- 5Y*
- 1.86%
- 10Y*
- 4.48%
- ALL TIME*
- 5.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FJADX vs. DRIQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJADX Fidelity Advisor Freedom Blend 2025 Fund Class I | 6.57% | 15.85% | 7.94% | 13.92% | -17.18% | 9.72% | 14.17% | 19.99% | -7.73% |
DRIQX Dimensional 2015 Target Date Retirement Income Fund | 3.01% | 8.83% | 5.47% | 8.17% | -14.79% | 7.79% | 14.31% | 14.08% | -5.08% |
Correlation
The correlation between FJADX and DRIQX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018 | 0.76 |
The correlation between FJADX and DRIQX shifts across timeframes, from 0.76 (all time) to 0.88 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
FJADX vs. DRIQX — Risk / Return Rank
FJADX
DRIQX
FJADX vs. DRIQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2025 Fund Class I (FJADX) and Dimensional 2015 Target Date Retirement Income Fund (DRIQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FJADX | DRIQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.90 | +0.26 |
| Martin ratioReturn relative to average drawdown | 8.78 | 7.47 | +1.31 |
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Drawdowns
FJADX vs. DRIQX - Drawdown Comparison
The maximum FJADX drawdown since its inception was -23.99%, which is greater than DRIQX's maximum drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for FJADX and DRIQX.
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Drawdown Indicators
| FJADX | DRIQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.99% | -19.86% | -4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -3.47% | -2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -9.00% | -5.12% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -23.99% | -19.86% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.86% | — |
Current DrawdownCurrent decline from peak | -1.81% | -1.30% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -3.84% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 0.88% | +0.66% |
Volatility
FJADX vs. DRIQX - Volatility Comparison
Fidelity Advisor Freedom Blend 2025 Fund Class I (FJADX) has a higher volatility of 2.62% compared to Dimensional 2015 Target Date Retirement Income Fund (DRIQX) at 1.10%. This indicates that FJADX's price experiences larger fluctuations and is considered to be riskier than DRIQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJADX | DRIQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 1.10% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 3.60% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.94% | 4.52% | +4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.12% | 7.07% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.92% | 6.58% | +4.34% |
FJADX vs. DRIQX - Expense Ratio Comparison
FJADX has a 0.45% expense ratio, which is higher than DRIQX's 0.17% expense ratio.
Dividends
FJADX vs. DRIQX - Dividend Comparison
FJADX's dividend yield for the trailing twelve months is around 3.24%, less than DRIQX's 6.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DRIQX Dimensional 2015 Target Date Retirement Income Fund | 6.36% | 4.95% | 4.53% | 4.28% | 6.51% | 4.54% | 3.76% | 2.05% | 2.23% | 1.66% | 1.37% |
FJADX Fidelity Advisor Freedom Blend 2025 Fund Class I | 3.24% | 2.41% | 2.20% | 2.22% | 5.48% | 6.75% | 4.28% | 3.20% | 2.16% | 0.00% | 0.00% |
Frequently Asked Questions
FJADX and DRIQX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FJADX has higher volatility (2.62%) compared to DRIQX (1.10%). In terms of maximum drawdown, FJADX dropped -23.99% vs DRIQX's -19.86%.
FJADX currently has the higher Sharpe Ratio (1.52 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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