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FKIFX vs. FTANX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKIFX vs. FTANX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Fidelity Asset Manager 30% Fund (FTANX). The values are adjusted to include any dividend payments, if applicable.

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FKIFX vs. FTANX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
0.22%10.21%5.70%9.83%-12.94%5.05%10.41%14.33%-2.62%9.81%
FTANX
Fidelity Asset Manager 30% Fund
0.33%11.45%6.34%9.82%-12.30%6.03%11.08%13.51%-2.91%9.05%

Returns By Period

In the year-to-date period, FKIFX achieves a 0.22% return, which is significantly lower than FTANX's 0.33% return. Both investments have delivered pretty close results over the past 10 years, with FKIFX having a 5.12% annualized return and FTANX not far ahead at 5.31%.


FKIFX

1D
0.07%
1M
-1.38%
YTD
0.22%
6M
1.24%
1Y
8.84%
3Y*
7.03%
5Y*
3.15%
10Y*
5.12%

FTANX

1D
0.08%
1M
-1.69%
YTD
0.33%
6M
1.83%
1Y
11.67%
3Y*
7.80%
5Y*
3.81%
10Y*
5.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FKIFX vs. FTANX - Expense Ratio Comparison

FKIFX has a 0.12% expense ratio, which is lower than FTANX's 0.52% expense ratio.


Return for Risk

FKIFX vs. FTANX — Risk / Return Rank

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

FKIFX
FKIFX Risk / Return Rank: 7878
Overall Rank
FKIFX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FKIFX Sortino Ratio Rank: 8080
Sortino Ratio Rank
FKIFX Omega Ratio Rank: 7676
Omega Ratio Rank
FKIFX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FKIFX Martin Ratio Rank: 7676
Martin Ratio Rank

FTANX
FTANX Risk / Return Rank: 8181
Overall Rank
FTANX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FTANX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FTANX Omega Ratio Rank: 8080
Omega Ratio Rank
FTANX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FTANX Martin Ratio Rank: 8080
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.

FKIFX vs. FTANX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Fidelity Asset Manager 30% Fund (FTANX). 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.


FKIFXFTANXDifference

Sharpe ratio

Return per unit of total volatility

1.60

1.66

-0.06

Sortino ratio

Return per unit of downside risk

2.25

2.35

-0.09

Omega ratio

Gain probability vs. loss probability

1.32

1.34

-0.02

Calmar ratio

Return relative to maximum drawdown

2.25

2.37

-0.13

Martin ratio

Return relative to average drawdown

8.83

9.24

-0.40

FKIFX vs. FTANX - Sharpe Ratio Comparison

The current FKIFX Sharpe Ratio is 1.60, which is comparable to the FTANX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of FKIFX and FTANX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FKIFXFTANXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

1.66

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.60

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.87

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.72

+0.09

Correlation

The correlation between FKIFX and FTANX is 0.95, 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

FKIFX vs. FTANX - Dividend Comparison

FKIFX's dividend yield for the trailing twelve months is around 4.52%, more than FTANX's 2.92% yield.


TTM20252024202320222021202020192018201720162015
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
4.52%4.53%4.99%3.28%3.71%3.61%2.56%16.42%4.74%1.84%1.84%1.78%
FTANX
Fidelity Asset Manager 30% Fund
2.92%2.96%3.06%2.80%4.91%1.88%2.25%3.26%3.87%2.81%1.59%3.57%

Drawdowns

FKIFX vs. FTANX - Drawdown Comparison

The maximum FKIFX drawdown since its inception was -17.50%, smaller than the maximum FTANX drawdown of -26.28%. Use the drawdown chart below to compare losses from any high point for FKIFX and FTANX.


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Drawdown Indicators


FKIFXFTANXDifference

Max Drawdown

Largest peak-to-trough decline

-17.50%

-26.28%

+8.78%

Max Drawdown (1Y)

Largest decline over 1 year

-3.68%

-4.32%

+0.64%

Max Drawdown (5Y)

Largest decline over 5 years

-17.50%

-16.54%

-0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-17.50%

-16.54%

-0.96%

Current Drawdown

Current decline from peak

-2.24%

-2.88%

+0.64%

Average Drawdown

Average peak-to-trough decline

-2.48%

-3.10%

+0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

1.15%

-0.21%

Volatility

FKIFX vs. FTANX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) is 2.20%, while Fidelity Asset Manager 30% Fund (FTANX) has a volatility of 2.78%. This indicates that FKIFX experiences smaller price fluctuations and is considered to be less risky than FTANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FKIFXFTANXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.20%

2.78%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

3.24%

4.15%

-0.91%

Volatility (1Y)

Calculated over the trailing 1-year period

5.09%

6.33%

-1.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.10%

6.43%

-0.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.11%

6.13%

-0.02%