FNGLX vs. COST
Compare and contrast key facts about Fidelity Advisor Freedom 2060 Fund Class Z6 (FNGLX) and Costco Wholesale Corporation (COST).
FNGLX is managed by Fidelity. It was launched on Jun 6, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNGLX or COST.
Correlation
The correlation between FNGLX and COST is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNGLX vs. COST - Performance Comparison
Key characteristics
FNGLX:
1.42
COST:
2.45
FNGLX:
2.00
COST:
3.09
FNGLX:
1.25
COST:
1.43
FNGLX:
1.39
COST:
4.62
FNGLX:
7.85
COST:
10.80
FNGLX:
2.10%
COST:
4.39%
FNGLX:
11.63%
COST:
19.42%
FNGLX:
-34.17%
COST:
-53.39%
FNGLX:
-0.34%
COST:
-1.33%
Returns By Period
In the year-to-date period, FNGLX achieves a 6.10% return, which is significantly lower than COST's 16.09% return.
FNGLX
6.10%
3.76%
5.94%
17.04%
5.61%
N/A
COST
16.09%
12.78%
20.84%
47.22%
29.24%
24.06%
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Risk-Adjusted Performance
FNGLX vs. COST — Risk-Adjusted Performance Rank
FNGLX
COST
FNGLX vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2060 Fund Class Z6 (FNGLX) and Costco Wholesale Corporation (COST). 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.
Dividends
FNGLX vs. COST - Dividend Comparison
FNGLX's dividend yield for the trailing twelve months is around 1.51%, more than COST's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNGLX Fidelity Advisor Freedom 2060 Fund Class Z6 | 1.51% | 1.60% | 1.47% | 2.30% | 2.32% | 1.14% | 1.55% | 2.17% | 1.30% | 0.00% | 0.00% | 0.00% |
COST Costco Wholesale Corporation | 0.44% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
FNGLX vs. COST - Drawdown Comparison
The maximum FNGLX drawdown since its inception was -34.17%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FNGLX and COST. For additional features, visit the drawdowns tool.
Volatility
FNGLX vs. COST - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2060 Fund Class Z6 (FNGLX) is 3.20%, while Costco Wholesale Corporation (COST) has a volatility of 5.21%. This indicates that FNGLX experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.