FNSHX vs. DRIWX
Compare and contrast key facts about Fidelity Freedom Income Fund Class K (FNSHX) and Dimensional 2030 Target Date Retirement Income Fund (DRIWX).
FNSHX is managed by Fidelity. It was launched on Jul 20, 2017. DRIWX is managed by Dimensional. It was launched on Nov 1, 2015.
Performance
FNSHX vs. DRIWX - Performance Comparison
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FNSHX vs. DRIWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNSHX Fidelity Freedom Income Fund Class K | 0.45% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
DRIWX Dimensional 2030 Target Date Retirement Income Fund | -0.83% | 9.89% | 5.12% | 10.05% | -22.34% | 13.46% | 18.33% | 21.04% | -7.35% | 6.60% |
Returns By Period
In the year-to-date period, FNSHX achieves a 0.45% return, which is significantly higher than DRIWX's -0.83% return.
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
- —
DRIWX
- 1D
- 0.84%
- 1M
- -3.78%
- YTD
- -0.83%
- 6M
- -0.43%
- 1Y
- 6.79%
- 3Y*
- 5.92%
- 5Y*
- 2.02%
- 10Y*
- 5.96%
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FNSHX vs. DRIWX - Expense Ratio Comparison
FNSHX has a 0.42% expense ratio, which is higher than DRIWX's 0.20% expense ratio.
Return for Risk
FNSHX vs. DRIWX — Risk / Return Rank
FNSHX
DRIWX
FNSHX vs. DRIWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Income Fund Class K (FNSHX) and Dimensional 2030 Target Date Retirement Income Fund (DRIWX). 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.
| FNSHX | DRIWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 0.78 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.12 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.16 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.12 | +1.23 |
Martin ratioReturn relative to average drawdown | 9.69 | 4.02 | +5.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FNSHX | DRIWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 0.78 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.19 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.62 | +0.13 |
Correlation
The correlation between FNSHX and DRIWX is 0.85, 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
FNSHX vs. DRIWX - Dividend Comparison
FNSHX's dividend yield for the trailing twelve months is around 3.26%, less than DRIWX's 7.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNSHX Fidelity Freedom Income Fund Class K | 3.26% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% |
DRIWX Dimensional 2030 Target Date Retirement Income Fund | 7.03% | 6.89% | 6.04% | 4.10% | 6.63% | 5.81% | 3.93% | 2.39% | 2.45% | 1.33% | 1.40% |
Drawdowns
FNSHX vs. DRIWX - Drawdown Comparison
The maximum FNSHX drawdown since its inception was -15.87%, smaller than the maximum DRIWX drawdown of -27.45%. Use the drawdown chart below to compare losses from any high point for FNSHX and DRIWX.
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Drawdown Indicators
| FNSHX | DRIWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.87% | -27.45% | +11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -6.48% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -15.87% | -27.45% | +11.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.45% | — |
Current DrawdownCurrent decline from peak | -2.56% | -4.31% | +1.75% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -6.44% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.80% | -0.91% |
Volatility
FNSHX vs. DRIWX - Volatility Comparison
The current volatility for Fidelity Freedom Income Fund Class K (FNSHX) is 2.45%, while Dimensional 2030 Target Date Retirement Income Fund (DRIWX) has a volatility of 3.27%. This indicates that FNSHX experiences smaller price fluctuations and is considered to be less risky than DRIWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNSHX | DRIWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 3.27% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 4.91% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 9.13% | -4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.27% | 10.65% | -5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.81% | 10.09% | -5.28% |