FOLSX vs. VT

In the year-to-date period, FOLSX achieves a 5.07% return, which is significantly lower than VT's 5.36% return.

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FOLSX has a 0.00% expense ratio, which is lower than VT's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2045 Fund (FOLSX) and Vanguard Total World Stock ETF (VT). 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 FOLSX Sharpe Ratio is 0.57, which is comparable to the VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FOLSX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOLSX's dividend yield for the trailing twelve months is around 4.30%, more than VT's 1.83% yield.

The maximum FOLSX drawdown since its inception was -31.29%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FOLSX and VT.

Fidelity Flex Freedom Blend 2045 Fund (FOLSX) and Vanguard Total World Stock ETF (VT) have volatilities of 3.63% and 3.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.