FOKFX vs. FFSDX
Compare and contrast key facts about Fidelity OTC K6 Portfolio (FOKFX) and Fidelity Freedom 2065 Fund Class K (FFSDX).
FOKFX is managed by Fidelity. It was launched on Jun 13, 2019. FFSDX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOKFX or FFSDX.
Performance
FOKFX vs. FFSDX - Performance Comparison
Returns By Period
In the year-to-date period, FOKFX achieves a 26.35% return, which is significantly higher than FFSDX's 16.05% return.
FOKFX
26.35%
1.76%
6.15%
31.20%
18.20%
N/A
FFSDX
16.05%
0.80%
6.31%
23.04%
7.36%
N/A
Key characteristics
| FOKFX | FFSDX | |
|---|---|---|
| Sharpe Ratio | 1.70 | 2.03 |
| Sortino Ratio | 2.28 | 2.82 |
| Omega Ratio | 1.31 | 1.36 |
| Calmar Ratio | 2.14 | 1.32 |
| Martin Ratio | 6.39 | 12.59 |
| Ulcer Index | 4.89% | 1.83% |
| Daily Std Dev | 18.32% | 11.38% |
| Max Drawdown | -37.76% | -33.16% |
| Current Drawdown | -3.74% | -1.50% |
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FOKFX vs. FFSDX - Expense Ratio Comparison
FOKFX has a 0.50% expense ratio, which is lower than FFSDX's 0.65% expense ratio.
Correlation
The correlation between FOKFX and FFSDX is 0.84, 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.
Risk-Adjusted Performance
FOKFX vs. FFSDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC K6 Portfolio (FOKFX) and Fidelity Freedom 2065 Fund Class K (FFSDX). 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
FOKFX vs. FFSDX - Dividend Comparison
FOKFX's dividend yield for the trailing twelve months is around 0.21%, less than FFSDX's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
FOKFX Fidelity OTC K6 Portfolio | 0.21% | 0.24% | 0.08% | 0.00% | 0.07% | 0.11% |
FFSDX Fidelity Freedom 2065 Fund Class K | 1.20% | 1.39% | 2.06% | 2.17% | 1.06% | 1.22% |
Drawdowns
FOKFX vs. FFSDX - Drawdown Comparison
The maximum FOKFX drawdown since its inception was -37.76%, which is greater than FFSDX's maximum drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for FOKFX and FFSDX. For additional features, visit the drawdowns tool.
Volatility
FOKFX vs. FFSDX - Volatility Comparison
Fidelity OTC K6 Portfolio (FOKFX) has a higher volatility of 5.48% compared to Fidelity Freedom 2065 Fund Class K (FFSDX) at 3.09%. This indicates that FOKFX's price experiences larger fluctuations and is considered to be riskier than FFSDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.