PortfoliosLab logoPortfoliosLab logo
FJAGX vs. FBGRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FJAGX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Blend 2025 Fund Class M (FJAGX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FJAGX achieves a 6.78% return, which is significantly lower than FBGRX's 13.86% return.


FJAGX

1D
1.78%
1M
0.38%
YTD
6.78%
6M
7.47%
1Y
15.88%
3Y*
11.76%
5Y*
4.69%
10Y*

FBGRX

1D
2.59%
1M
0.29%
YTD
13.86%
6M
15.39%
1Y
36.93%
3Y*
30.04%
5Y*
15.33%
10Y*
21.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FJAGX vs. FBGRX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FJAGX
Fidelity Advisor Freedom Blend 2025 Fund Class M
6.78%15.30%7.25%13.45%-17.62%9.17%13.59%19.44%-7.90%
FBGRX
Fidelity Blue Chip Growth Fund
13.86%19.91%39.77%55.61%-38.45%22.64%62.20%33.43%-15.91%

Correlation

The correlation between FJAGX and FBGRX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2018

0.82

The correlation between FJAGX and FBGRX has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FJAGX vs. FBGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FJAGX
FJAGX Risk / Return Rank: 6262
Overall Rank
FJAGX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FJAGX Sortino Ratio Rank: 6262
Sortino Ratio Rank
FJAGX Omega Ratio Rank: 6565
Omega Ratio Rank
FJAGX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FJAGX Martin Ratio Rank: 6666
Martin Ratio Rank

FBGRX
FBGRX Risk / Return Rank: 7474
Overall Rank
FBGRX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FBGRX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FBGRX Omega Ratio Rank: 6767
Omega Ratio Rank
FBGRX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FBGRX Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FJAGX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2025 Fund Class M (FJAGX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.


FJAGXFBGRXDifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.37

1.35

+0.02

Calmar ratioReturn relative to maximum drawdown

2.60

2.95

-0.35

Martin ratioReturn relative to average drawdown

11.01

12.23

-1.22

FJAGX vs. FBGRX - Sharpe Ratio Comparison

The current FJAGX Sharpe Ratio is 1.93, which is comparable to the FBGRX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of FJAGX and FBGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

FJAGX vs. FBGRX - Drawdown Comparison

The maximum FJAGX drawdown since its inception was -24.31%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FJAGX and FBGRX.


Loading charts...

Drawdown Indicators


FJAGXFBGRXDifference

Max Drawdown

Largest peak-to-trough decline

-24.31%

-58.64%

+34.33%

Max Drawdown (1Y)

Largest decline over 1 year

-6.33%

-12.65%

+6.32%

Max Drawdown (3Y)

Largest decline over 3 years

-9.05%

-27.07%

+18.02%

Max Drawdown (5Y)

Largest decline over 5 years

-24.31%

-43.08%

+18.77%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

Current Drawdown

Current decline from peak

-1.13%

-3.97%

+2.84%

Average Drawdown

Average peak-to-trough decline

-5.34%

-12.52%

+7.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

3.05%

-1.56%

Volatility

FJAGX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom Blend 2025 Fund Class M (FJAGX) is 3.77%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.86%. This indicates that FJAGX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FJAGXFBGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

6.86%

-3.09%

Volatility (6M)

Calculated over the trailing 6-month period

7.22%

14.15%

-6.93%

Volatility (1Y)

Calculated over the trailing 1-year period

8.51%

18.25%

-9.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.11%

24.99%

-14.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.98%

23.74%

-12.76%

FJAGX vs. FBGRX - Expense Ratio Comparison

FJAGX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.


Dividends

FJAGX vs. FBGRX - Dividend Comparison

FJAGX's dividend yield for the trailing twelve months is around 2.61%, more than FBGRX's 1.67% yield.


PositionTTM20252024202320222021202020192018201720162015
FBGRX
Fidelity Blue Chip Growth Fund
1.67%1.90%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.23%4.05%5.30%
FJAGX
Fidelity Advisor Freedom Blend 2025 Fund Class M
2.61%1.82%1.38%1.84%5.03%6.32%3.75%2.24%1.98%0.00%0.00%0.00%

Frequently Asked Questions


FJAGX and FBGRX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FBGRX has higher volatility (6.86%) compared to FJAGX (3.77%). In terms of maximum drawdown, FJAGX dropped -24.31% vs FBGRX's -58.64%.

FBGRX currently has the higher Sharpe Ratio (2.05 vs 1.93), 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.

Portfolio Optimizer

Find the right allocation for FJAGX and FBGRX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer