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FKIFX vs. VTINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FKIFX and VTINX is 0.94, 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.


-0.50.00.51.00.9

Performance

FKIFX vs. VTINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Vanguard Target Retirement Income Fund (VTINX). The values are adjusted to include any dividend payments, if applicable.

-3.00%-2.00%-1.00%0.00%1.00%2.00%3.00%SeptemberOctoberNovemberDecember2025February
1.16%
-0.06%
FKIFX
VTINX

Key characteristics

Sharpe Ratio

FKIFX:

1.29

VTINX:

1.12

Sortino Ratio

FKIFX:

1.83

VTINX:

1.48

Omega Ratio

FKIFX:

1.24

VTINX:

1.22

Calmar Ratio

FKIFX:

0.77

VTINX:

0.55

Martin Ratio

FKIFX:

4.98

VTINX:

3.68

Ulcer Index

FKIFX:

1.28%

VTINX:

1.67%

Daily Std Dev

FKIFX:

4.93%

VTINX:

5.49%

Max Drawdown

FKIFX:

-21.99%

VTINX:

-21.75%

Current Drawdown

FKIFX:

-2.00%

VTINX:

-5.28%

Returns By Period

The year-to-date returns for both stocks are quite close, with FKIFX having a 2.18% return and VTINX slightly lower at 2.14%. Over the past 10 years, FKIFX has underperformed VTINX with an annualized return of 1.84%, while VTINX has yielded a comparatively higher 2.63% annualized return.


FKIFX

YTD

2.18%

1M

1.16%

6M

1.16%

1Y

6.52%

5Y*

1.92%

10Y*

1.84%

VTINX

YTD

2.14%

1M

1.06%

6M

-0.06%

1Y

6.30%

5Y*

1.26%

10Y*

2.63%

*Annualized

Compare stocks, funds, or ETFs

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


FKIFX vs. VTINX - Expense Ratio Comparison

FKIFX has a 0.12% expense ratio, which is higher than VTINX's 0.08% 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%.


FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
Expense ratio chart for FKIFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
Expense ratio chart for VTINX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FKIFX vs. VTINX — Risk-Adjusted Performance Rank

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

FKIFX
The Risk-Adjusted Performance Rank of FKIFX is 6363
Overall Rank
The Sharpe Ratio Rank of FKIFX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of FKIFX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FKIFX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of FKIFX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FKIFX is 6363
Martin Ratio Rank

VTINX
The Risk-Adjusted Performance Rank of VTINX is 5353
Overall Rank
The Sharpe Ratio Rank of VTINX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VTINX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of VTINX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTINX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of VTINX is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FKIFX vs. VTINX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Vanguard Target Retirement Income Fund (VTINX). 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.


Sharpe ratio
The chart of Sharpe ratio for FKIFX, currently valued at 1.29, compared to the broader market-1.000.001.002.003.004.001.291.12
The chart of Sortino ratio for FKIFX, currently valued at 1.83, compared to the broader market0.002.004.006.008.0010.0012.001.831.48
The chart of Omega ratio for FKIFX, currently valued at 1.24, compared to the broader market1.002.003.004.001.241.22
The chart of Calmar ratio for FKIFX, currently valued at 0.77, compared to the broader market0.005.0010.0015.0020.000.770.55
The chart of Martin ratio for FKIFX, currently valued at 4.98, compared to the broader market0.0020.0040.0060.0080.004.983.68
FKIFX
VTINX

The current FKIFX Sharpe Ratio is 1.29, which is comparable to the VTINX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of FKIFX and VTINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.29
1.12
FKIFX
VTINX

Dividends

FKIFX vs. VTINX - Dividend Comparison

FKIFX's dividend yield for the trailing twelve months is around 3.14%, less than VTINX's 3.18% yield.


TTM20242023202220212020201920182017201620152014
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
3.14%3.20%2.70%2.79%1.49%1.32%2.08%2.23%1.64%1.66%1.78%4.40%
VTINX
Vanguard Target Retirement Income Fund
3.18%3.24%2.98%2.71%2.59%1.65%2.51%2.69%2.10%1.94%1.84%1.84%

Drawdowns

FKIFX vs. VTINX - Drawdown Comparison

The maximum FKIFX drawdown since its inception was -21.99%, roughly equal to the maximum VTINX drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for FKIFX and VTINX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%SeptemberOctoberNovemberDecember2025February
-2.00%
-5.28%
FKIFX
VTINX

Volatility

FKIFX vs. VTINX - Volatility Comparison

Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Vanguard Target Retirement Income Fund (VTINX) have volatilities of 1.10% and 1.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%SeptemberOctoberNovemberDecember2025February
1.10%
1.14%
FKIFX
VTINX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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