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FNSBX vs. FIPFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FNSBX vs. FIPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2050 Fund Class K (FNSBX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). The values are adjusted to include any dividend payments, if applicable.

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FNSBX vs. FIPFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNSBX
Fidelity Freedom 2050 Fund Class K
-3.40%23.79%14.17%20.64%-18.25%16.67%18.43%25.49%-8.83%7.36%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
-4.14%21.40%14.15%19.91%-18.22%15.93%16.46%26.02%-7.28%7.57%

Returns By Period

In the year-to-date period, FNSBX achieves a -3.40% return, which is significantly higher than FIPFX's -4.14% return.


FNSBX

1D
-0.32%
1M
-9.09%
YTD
-3.40%
6M
0.16%
1Y
19.49%
3Y*
15.43%
5Y*
8.23%
10Y*

FIPFX

1D
-0.17%
1M
-8.51%
YTD
-4.14%
6M
-1.24%
1Y
16.60%
3Y*
14.20%
5Y*
7.73%
10Y*
10.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FNSBX vs. FIPFX - Expense Ratio Comparison

FNSBX has a 0.65% expense ratio, which is higher than FIPFX's 0.12% expense ratio.


Return for Risk

FNSBX vs. FIPFX — Risk / Return Rank

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

FNSBX
FNSBX Risk / Return Rank: 7070
Overall Rank
FNSBX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FNSBX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FNSBX Omega Ratio Rank: 7171
Omega Ratio Rank
FNSBX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FNSBX Martin Ratio Rank: 7171
Martin Ratio Rank

FIPFX
FIPFX Risk / Return Rank: 6464
Overall Rank
FIPFX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FIPFX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FIPFX Omega Ratio Rank: 6565
Omega Ratio Rank
FIPFX Calmar Ratio Rank: 6161
Calmar Ratio Rank
FIPFX 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.

FNSBX vs. FIPFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2050 Fund Class K (FNSBX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). 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.


FNSBXFIPFXDifference

Sharpe ratio

Return per unit of total volatility

1.23

1.10

+0.13

Sortino ratio

Return per unit of downside risk

1.76

1.60

+0.15

Omega ratio

Gain probability vs. loss probability

1.26

1.24

+0.02

Calmar ratio

Return relative to maximum drawdown

1.47

1.38

+0.09

Martin ratio

Return relative to average drawdown

6.70

6.40

+0.30

FNSBX vs. FIPFX - Sharpe Ratio Comparison

The current FNSBX Sharpe Ratio is 1.23, which is comparable to the FIPFX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of FNSBX and FIPFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FNSBXFIPFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.10

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.54

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.65

-0.02

Correlation

The correlation between FNSBX and FIPFX is 0.99, 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.


Dividends

FNSBX vs. FIPFX - Dividend Comparison

FNSBX's dividend yield for the trailing twelve months is around 4.30%, more than FIPFX's 2.06% yield.


TTM20252024202320222021202020192018201720162015
FNSBX
Fidelity Freedom 2050 Fund Class K
4.30%4.15%2.13%1.92%11.92%11.83%4.99%6.57%7.80%2.86%0.00%0.00%
FIPFX
Fidelity Freedom Index 2050 Fund Investor Class
2.06%1.97%2.00%1.94%2.02%1.93%1.95%15.16%2.28%2.05%2.09%2.00%

Drawdowns

FNSBX vs. FIPFX - Drawdown Comparison

The maximum FNSBX drawdown since its inception was -30.88%, roughly equal to the maximum FIPFX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for FNSBX and FIPFX.


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Drawdown Indicators


FNSBXFIPFXDifference

Max Drawdown

Largest peak-to-trough decline

-30.88%

-30.71%

-0.17%

Max Drawdown (1Y)

Largest decline over 1 year

-11.16%

-10.81%

-0.35%

Max Drawdown (5Y)

Largest decline over 5 years

-27.28%

-26.20%

-1.08%

Max Drawdown (10Y)

Largest decline over 10 years

-30.71%

Current Drawdown

Current decline from peak

-9.66%

-8.96%

-0.70%

Average Drawdown

Average peak-to-trough decline

-5.69%

-4.24%

-1.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

2.33%

+0.25%

Volatility

FNSBX vs. FIPFX - Volatility Comparison

Fidelity Freedom 2050 Fund Class K (FNSBX) has a higher volatility of 5.55% compared to Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) at 4.95%. This indicates that FNSBX's price experiences larger fluctuations and is considered to be riskier than FIPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FNSBXFIPFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

4.95%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

9.43%

8.69%

+0.74%

Volatility (1Y)

Calculated over the trailing 1-year period

15.91%

15.17%

+0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

14.27%

+0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.95%

15.10%

+0.85%