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FNSDX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FNSDX and FXAIX is 0.92, 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.


Performance

FNSDX vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund Class K (FNSDX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%December2025FebruaryMarchAprilMay
37.13%
158.45%
FNSDX
FXAIX

Key characteristics

Sharpe Ratio

FNSDX:

0.32

FXAIX:

0.52

Sortino Ratio

FNSDX:

0.59

FXAIX:

0.88

Omega Ratio

FNSDX:

1.08

FXAIX:

1.13

Calmar Ratio

FNSDX:

0.37

FXAIX:

0.56

Martin Ratio

FNSDX:

1.55

FXAIX:

2.18

Ulcer Index

FNSDX:

3.66%

FXAIX:

4.85%

Daily Std Dev

FNSDX:

16.64%

FXAIX:

19.47%

Max Drawdown

FNSDX:

-35.11%

FXAIX:

-33.79%

Current Drawdown

FNSDX:

-5.48%

FXAIX:

-7.66%

Returns By Period

In the year-to-date period, FNSDX achieves a 0.32% return, which is significantly higher than FXAIX's -3.38% return.


FNSDX

YTD

0.32%

1M

4.00%

6M

-3.46%

1Y

5.25%

5Y*

7.89%

10Y*

N/A

FXAIX

YTD

-3.38%

1M

3.81%

6M

-5.01%

1Y

9.98%

5Y*

15.86%

10Y*

12.25%

*Annualized

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FNSDX vs. FXAIX - Expense Ratio Comparison

FNSDX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.


Risk-Adjusted Performance

FNSDX vs. FXAIX — Risk-Adjusted Performance Rank

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

FNSDX
The Risk-Adjusted Performance Rank of FNSDX is 4747
Overall Rank
The Sharpe Ratio Rank of FNSDX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of FNSDX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of FNSDX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of FNSDX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of FNSDX is 5353
Martin Ratio Rank

FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 6363
Overall Rank
The Sharpe Ratio Rank of FXAIX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 6363
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.

FNSDX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K (FNSDX) and Fidelity 500 Index Fund (FXAIX). 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.


The current FNSDX Sharpe Ratio is 0.32, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FNSDX and FXAIX, 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.32
0.52
FNSDX
FXAIX

Dividends

FNSDX vs. FXAIX - Dividend Comparison

FNSDX's dividend yield for the trailing twelve months is around 1.49%, more than FXAIX's 1.32% yield.


TTM20242023202220212020201920182017201620152014
FNSDX
Fidelity Freedom 2055 Fund Class K
1.49%1.49%1.41%2.16%2.31%1.07%1.54%1.69%1.25%0.00%0.00%0.00%
FXAIX
Fidelity 500 Index Fund
1.32%1.25%1.45%1.69%1.22%1.60%1.95%2.07%1.81%2.01%2.56%2.63%

Drawdowns

FNSDX vs. FXAIX - Drawdown Comparison

The maximum FNSDX drawdown since its inception was -35.11%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FNSDX and FXAIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.48%
-7.66%
FNSDX
FXAIX

Volatility

FNSDX vs. FXAIX - Volatility Comparison

The current volatility for Fidelity Freedom 2055 Fund Class K (FNSDX) is 5.71%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.81%. This indicates that FNSDX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.71%
6.81%
FNSDX
FXAIX