PortfoliosLab logoPortfoliosLab logo
FKIFX vs. VTINX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with FKIFX having a 4.56% return and VTINX slightly higher at 4.69%. Both investments have delivered pretty close results over the past 10 years, with FKIFX having a 5.40% annualized return and VTINX not far behind at 5.33%.


FKIFX

1D
0.14%
1M
1.92%
YTD
4.56%
6M
4.71%
1Y
11.49%
3Y*
8.58%
5Y*
3.65%
10Y*
5.40%

VTINX

1D
0.14%
1M
2.12%
YTD
4.69%
6M
4.90%
1Y
12.16%
3Y*
9.49%
5Y*
4.28%
10Y*
5.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FKIFX vs. VTINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
4.56%10.21%5.70%9.83%-12.94%5.05%10.41%14.33%-2.62%9.81%
VTINX
Vanguard Target Retirement Income Fund
4.69%11.31%6.66%10.66%-12.75%5.24%10.02%13.16%-1.98%7.46%

Correlation

The correlation between FKIFX and VTINX is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2009

0.94

The correlation between FKIFX and VTINX has been stable across timeframes, ranging from 0.94 to 0.97 - 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. VTINX — Risk / Return Rank

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

FKIFX
FKIFX Risk / Return Rank: 7676
Overall Rank
FKIFX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FKIFX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FKIFX Omega Ratio Rank: 8181
Omega Ratio Rank
FKIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FKIFX Martin Ratio Rank: 7474
Martin Ratio Rank

VTINX
VTINX Risk / Return Rank: 7272
Overall Rank
VTINX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VTINX Sortino Ratio Rank: 7878
Sortino Ratio Rank
VTINX Omega Ratio Rank: 7777
Omega Ratio Rank
VTINX Calmar Ratio Rank: 6060
Calmar Ratio Rank
VTINX Martin Ratio Rank: 6868
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. VTINX - Risk-Adjusted Trends 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.


FKIFXVTINXDifference

Sharpe ratio

Return per unit of total volatility

2.62

2.52

+0.09

Sortino ratio

Return per unit of downside risk

3.83

3.70

+0.12

Omega ratio

Gain probability vs. loss probability

1.53

1.50

+0.03

Calmar ratio

Return relative to maximum drawdown

3.13

2.97

+0.17

Martin ratio

Return relative to average drawdown

14.06

13.09

+0.97

FKIFX vs. VTINX - Sharpe Ratio Comparison

The current FKIFX Sharpe Ratio is 2.62, which is comparable to the VTINX Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of FKIFX and VTINX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


FKIFXVTINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

2.52

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.71

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.93

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

0.93

-0.08

Drawdowns

FKIFX vs. VTINX - Drawdown Comparison

The maximum FKIFX drawdown since its inception was -17.50%, smaller than the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FKIFX and VTINX.


Loading charts...

Drawdown Indicators


FKIFXVTINXDifference

Max Drawdown

Largest peak-to-trough decline

-17.50%

-19.96%

+2.46%

Max Drawdown (1Y)

Largest decline over 1 year

-3.68%

-4.14%

+0.46%

Max Drawdown (3Y)

Largest decline over 3 years

-5.72%

-5.26%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-17.50%

-17.02%

-0.48%

Max Drawdown (10Y)

Largest decline over 10 years

-17.50%

-17.02%

-0.48%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.46%

-2.20%

-0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.82%

0.94%

-0.12%

Volatility

FKIFX vs. VTINX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) is 1.66%, while Vanguard Target Retirement Income Fund (VTINX) has a volatility of 1.77%. 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.


Loading charts...

Volatility by Period


FKIFXVTINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.66%

1.77%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

3.65%

4.02%

-0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

4.41%

4.88%

-0.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.13%

6.07%

+0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.13%

5.73%

+0.40%

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%.


Dividends

FKIFX vs. VTINX - Dividend Comparison

FKIFX's dividend yield for the trailing twelve months is around 3.74%, less than VTINX's 4.80% yield.


PositionTTM20252024202320222021202020192018201720162015
FKIFX
Fidelity Freedom Index 2010 Fund Investor Class
3.74%4.53%4.99%3.28%3.71%3.61%2.56%16.42%4.74%1.84%1.84%1.78%
VTINX
Vanguard Target Retirement Income Fund
4.80%5.02%5.89%4.01%3.08%8.63%3.42%2.62%4.19%1.56%2.27%3.53%

Frequently Asked Questions


With a correlation of 0.96, FKIFX and VTINX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VTINX has higher volatility (1.77%) compared to FKIFX (1.66%). In terms of maximum drawdown, FKIFX dropped -17.50% vs VTINX's -19.96%.

FKIFX currently has the higher Sharpe Ratio (2.62 vs 2.52), 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.

Portfolio Optimizer

Find the right allocation for FKIFX and VTINX

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