FKIFX vs. LTTIX
FKIFX (Fidelity Freedom Index 2010 Fund Investor Class) and LTTIX (MFS Lifetime 2025 Fund) are both Target Retirement Date funds. Over the past 10 years, FKIFX returned 5.50%/yr vs 6.24%/yr for LTTIX. Their correlation of 0.95 suggests significant overlap in exposure. FKIFX charges 0.12%/yr vs 0.00%/yr for LTTIX.
Performance
FKIFX vs. LTTIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FKIFX achieves a 4.11% return, which is significantly higher than LTTIX's 2.74% return. Over the past 10 years, FKIFX has underperformed LTTIX with an annualized return of 5.50%, while LTTIX has yielded a comparatively higher 6.24% annualized return.
FKIFX
- 1D
- -0.21%
- 1M
- 0.72%
- YTD
- 4.11%
- 6M
- 4.04%
- 1Y
- 10.17%
- 3Y*
- 8.26%
- 5Y*
- 3.46%
- 10Y*
- 5.50%
LTTIX
- 1D
- 0.00%
- 1M
- 0.08%
- YTD
- 2.74%
- 6M
- 2.59%
- 1Y
- 8.04%
- 3Y*
- 8.33%
- 5Y*
- 3.72%
- 10Y*
- 6.24%
FKIFX vs. LTTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 4.11% | 10.21% | 5.70% | 9.83% | -12.94% | 5.05% | 10.41% | 14.33% | -2.62% | 9.81% |
LTTIX MFS Lifetime 2025 Fund | 2.74% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 13.16% |
Correlation
The correlation between FKIFX and LTTIX is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.95 |
The correlation between FKIFX and LTTIX has been stable across timeframes, ranging from 0.89 to 0.95 - 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
FKIFX vs. LTTIX — Risk / Return Rank
FKIFX
LTTIX
FKIFX vs. LTTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) 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.
| FKIFX | LTTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.42 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.47 | +0.40 |
| Martin ratioReturn relative to average drawdown | 12.53 | 10.68 | +1.85 |
Loading charts...
Drawdowns
FKIFX vs. LTTIX - Drawdown Comparison
The maximum FKIFX drawdown since its inception was -17.50%, smaller than the maximum LTTIX drawdown of -19.33%. Use the drawdown chart below to compare losses from any high point for FKIFX and LTTIX.
Loading charts...
Drawdown Indicators
| FKIFX | LTTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.50% | -19.33% | +1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -3.64% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -5.72% | -5.77% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -16.92% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -17.50% | -19.33% | +1.83% |
Current DrawdownCurrent decline from peak | -0.43% | -0.45% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -2.46% | -2.68% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.84% | 0.00% |
Volatility
FKIFX vs. LTTIX - Volatility Comparison
Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) has a higher volatility of 1.99% compared to MFS Lifetime 2025 Fund (LTTIX) at 1.34%. This indicates that FKIFX's price experiences larger fluctuations and is considered to be riskier than LTTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FKIFX | LTTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 1.34% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 4.01% | 3.32% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.74% | 4.18% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.17% | 6.37% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.15% | 7.24% | -1.09% |
FKIFX vs. LTTIX - Expense Ratio Comparison
FKIFX has a 0.12% expense ratio, which is higher than LTTIX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
FKIFX vs. LTTIX - Dividend Comparison
FKIFX's dividend yield for the trailing twelve months is around 3.76%, less than LTTIX's 11.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 3.76% | 4.53% | 4.99% | 3.28% | 3.71% | 3.61% | 2.56% | 16.42% | 4.74% | 1.84% | 1.84% | 1.78% |
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
FKIFX and LTTIX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FKIFX has higher volatility (1.99%) compared to LTTIX (1.34%). In terms of maximum drawdown, FKIFX dropped -17.50% vs LTTIX's -19.33%.
FKIFX currently has the higher Sharpe Ratio (2.23 vs 2.16), 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.
Find the right allocation for FKIFX and LTTIX
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