PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
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.


-0.50.00.51.0
Correlation: 0.9

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.

70.00%72.00%74.00%76.00%78.00%80.00%82.00%84.00%NovemberDecember2025FebruaryMarchApril
77.16%
74.68%
FKIFX
VTINX

Key characteristics

Sharpe Ratio

FKIFX:

0.90

VTINX:

0.68

Sortino Ratio

FKIFX:

1.29

VTINX:

0.93

Omega Ratio

FKIFX:

1.17

VTINX:

1.14

Calmar Ratio

FKIFX:

0.60

VTINX:

0.38

Martin Ratio

FKIFX:

3.66

VTINX:

1.92

Ulcer Index

FKIFX:

1.36%

VTINX:

2.19%

Daily Std Dev

FKIFX:

5.54%

VTINX:

6.21%

Max Drawdown

FKIFX:

-21.99%

VTINX:

-21.75%

Current Drawdown

FKIFX:

-3.72%

VTINX:

-7.20%

Returns By Period

In the year-to-date period, FKIFX achieves a 0.39% return, which is significantly higher than VTINX's 0.06% return. Over the past 10 years, FKIFX has underperformed VTINX with an annualized return of 1.57%, while VTINX has yielded a comparatively higher 2.30% annualized return.


FKIFX

YTD

0.39%

1M

-1.30%

6M

-1.72%

1Y

4.82%

5Y*

2.43%

10Y*

1.57%

VTINX

YTD

0.06%

1M

-1.22%

6M

-3.49%

1Y

4.13%

5Y*

1.76%

10Y*

2.30%

*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 is 0.12%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FKIFX: 0.12%
Expense ratio chart for VTINX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTINX: 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 7777
Overall Rank
The Sharpe Ratio Rank of FKIFX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FKIFX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of FKIFX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FKIFX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FKIFX is 8080
Martin Ratio Rank

VTINX
The Risk-Adjusted Performance Rank of VTINX is 7171
Overall Rank
The Sharpe Ratio Rank of VTINX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of VTINX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of VTINX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of VTINX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VTINX is 6767
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 0.90, compared to the broader market-1.000.001.002.003.00
FKIFX: 0.90
VTINX: 0.68
The chart of Sortino ratio for FKIFX, currently valued at 1.29, compared to the broader market-2.000.002.004.006.008.00
FKIFX: 1.29
VTINX: 0.93
The chart of Omega ratio for FKIFX, currently valued at 1.17, compared to the broader market0.501.001.502.002.503.00
FKIFX: 1.17
VTINX: 1.14
The chart of Calmar ratio for FKIFX, currently valued at 0.60, compared to the broader market0.002.004.006.008.0010.00
FKIFX: 0.60
VTINX: 0.38
The chart of Martin ratio for FKIFX, currently valued at 3.66, compared to the broader market0.0010.0020.0030.0040.0050.00
FKIFX: 3.66
VTINX: 1.92

The current FKIFX Sharpe Ratio is 0.90, which is higher than the VTINX Sharpe Ratio of 0.68. 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 Ratio0.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.90
0.68
FKIFX
VTINX

Dividends

FKIFX vs. VTINX - Dividend Comparison

FKIFX's dividend yield for the trailing twelve months is around 3.19%, less than VTINX's 3.39% yield.


TTM20242023202220212020201920182017201620152014
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
3.19%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
3.39%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.


-10.00%-8.00%-6.00%-4.00%-2.00%NovemberDecember2025FebruaryMarchApril
-3.72%
-7.20%
FKIFX
VTINX

Volatility

FKIFX vs. VTINX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) is 2.96%, while Vanguard Target Retirement Income Fund (VTINX) has a volatility of 3.28%. This indicates that FKIFX experiences smaller price fluctuations and is considered to be less risky than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%NovemberDecember2025FebruaryMarchApril
2.96%
3.28%
FKIFX
VTINX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab