FJAQX vs. LTTIX

Last updated Jul 18, 2026

FJAQX (Fidelity Advisor Freedom Blend 2015 Fund Class I) and LTTIX (MFS Lifetime 2025 Fund) are both Target Retirement Date funds. Their correlation of 0.93 suggests significant overlap in exposure. FJAQX charges 0.43%/yr vs 0.00%/yr for LTTIX.

Performance

FJAQX vs. LTTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Blend 2015 Fund Class I (FJAQX) and MFS Lifetime 2025 Fund (LTTIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FJAQX

• 1D: -0.34%
• 1M: -0.26%
• 6M: 3.91%
• YTD: 5.32%
• 1Y: 11.33%
• 3Y*: 9.23%
• 5Y*: 3.89%
• 10Y*: —

LTTIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FJAQX vs. LTTIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FJAQX Fidelity Advisor Freedom Blend 2015 Fund Class I	5.32%	12.76%	6.04%	11.12%	-15.07%	6.95%	11.93%	16.57%	-5.88%
LTTIX MFS Lifetime 2025 Fund	2.74%	9.29%	6.73%	10.36%	-12.36%	8.61%	10.61%	17.82%	-6.57%

Correlation

The correlation between FJAQX and LTTIX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.91
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (All Time) Calculated using the full available price history since Aug 31, 2018	0.93

The correlation between FJAQX and LTTIX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.

Return for Risk

FJAQX vs. LTTIX — Risk / Return Rank

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

FJAQX

FJAQX Risk / Return Rank: 66
FJAQX Sharpe Ratio Rank: 65
FJAQX Sortino Ratio Rank: 64
FJAQX Omega Ratio Rank: 68
FJAQX Calmar Ratio Rank: 62
FJAQX Martin Ratio Rank: 70

LTTIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

FJAQX vs. LTTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2015 Fund Class I (FJAQX) and MFS Lifetime 2025 Fund (LTTIX). 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.

	FJAQX	LTTIX	Difference
Sharpe ratio: Return per unit of total volatility	1.80	—	—
Sortino ratio: Return per unit of downside risk	2.57	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.47	—	—
Martin ratio: Return relative to average drawdown	10.40	—	—

Drawdowns

Drawdown Indicators

	FJAQX	LTTIX	Difference
Max Drawdown Largest peak-to-trough decline	-20.76%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-4.70%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.78%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.76%	—	—
Current Drawdown Current decline from peak	-0.93%	—	—
Average Drawdown Average peak-to-trough decline	-4.36%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.11%	—	—

Volatility

Volatility by Period

	FJAQX	LTTIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.07%	—	—
Volatility (6M) Calculated over the trailing 6-month period	5.63%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	6.44%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.73%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.21%	—	—

FJAQX vs. LTTIX - Expense Ratio Comparison

FJAQX has a 0.43% expense ratio, which is higher than LTTIX's 0.00% expense ratio.

Dividends

FJAQX vs. LTTIX - Dividend Comparison

FJAQX's dividend yield for the trailing twelve months is around 2.54%, less than LTTIX's 11.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FJAQX Fidelity Advisor Freedom Blend 2015 Fund Class I	2.54%	2.89%	2.59%	2.61%	5.59%	6.96%	3.98%	2.88%	1.85%	0.00%	0.00%	0.00%
LTTIX MFS Lifetime 2025 Fund	11.54%	8.13%	7.07%	3.30%	5.88%	7.35%	2.83%	3.68%	4.32%	3.51%	4.03%	1.82%

Frequently Asked Questions

Can I hold both FJAQX and LTTIX in my portfolio?

FJAQX and LTTIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.