FOTKX vs. FIRFX
Compare and contrast key facts about Fidelity Freedom 2010 Fund Class K6 (FOTKX) and Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX).
FOTKX is managed by Fidelity. It was launched on Oct 17, 1996. FIRFX is managed by BlackRock. It was launched on Dec 31, 2007.
Performance
FOTKX vs. FIRFX - Performance Comparison
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FOTKX vs. FIRFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOTKX Fidelity Freedom 2010 Fund Class K6 | -0.61% | 11.66% | 5.55% | 9.97% | -13.05% | 5.68% | 11.29% | 14.46% | -3.65% | 5.22% |
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | -1.37% | 13.43% | 6.55% | 11.83% | -15.66% | 8.02% | 13.09% | 17.53% | -5.07% | 6.74% |
Returns By Period
In the year-to-date period, FOTKX achieves a -0.61% return, which is significantly higher than FIRFX's -1.37% return.
FOTKX
- 1D
- 0.21%
- 1M
- -3.83%
- YTD
- -0.61%
- 6M
- 1.01%
- 1Y
- 8.62%
- 3Y*
- 7.30%
- 5Y*
- 3.28%
- 10Y*
- —
FIRFX
- 1D
- 0.17%
- 1M
- -4.93%
- YTD
- -1.37%
- 6M
- 0.41%
- 1Y
- 10.02%
- 3Y*
- 8.27%
- 5Y*
- 3.65%
- 10Y*
- 6.45%
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FOTKX vs. FIRFX - Expense Ratio Comparison
FOTKX has a 0.38% expense ratio, which is lower than FIRFX's 0.48% expense ratio.
Return for Risk
FOTKX vs. FIRFX — Risk / Return Rank
FOTKX
FIRFX
FOTKX vs. FIRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2010 Fund Class K6 (FOTKX) and Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX). 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.
| FOTKX | FIRFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 1.34 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.88 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.72 | +0.40 |
Martin ratioReturn relative to average drawdown | 8.66 | 7.34 | +1.32 |
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
| FOTKX | FIRFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.34 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.49 | +0.29 |
Correlation
The correlation between FOTKX and FIRFX is 0.98, 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
FOTKX vs. FIRFX - Dividend Comparison
FOTKX's dividend yield for the trailing twelve months is around 5.28%, more than FIRFX's 2.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOTKX Fidelity Freedom 2010 Fund Class K6 | 5.28% | 5.25% | 3.32% | 2.98% | 7.41% | 9.53% | 6.17% | 6.00% | 7.24% | 3.57% | 0.00% | 0.00% |
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | 2.72% | 2.66% | 2.56% | 2.43% | 4.63% | 5.08% | 3.57% | 3.80% | 7.10% | 24.68% | 2.44% | 4.49% |
Drawdowns
FOTKX vs. FIRFX - Drawdown Comparison
The maximum FOTKX drawdown since its inception was -18.29%, smaller than the maximum FIRFX drawdown of -41.29%. Use the drawdown chart below to compare losses from any high point for FOTKX and FIRFX.
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Drawdown Indicators
| FOTKX | FIRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.29% | -41.29% | +23.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.03% | -5.65% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.29% | -21.56% | +3.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.56% | — |
Current DrawdownCurrent decline from peak | -3.83% | -4.95% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -5.25% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.32% | -0.33% |
Volatility
FOTKX vs. FIRFX - Volatility Comparison
The current volatility for Fidelity Freedom 2010 Fund Class K6 (FOTKX) is 2.34%, while Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) has a volatility of 2.93%. This indicates that FOTKX experiences smaller price fluctuations and is considered to be less risky than FIRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOTKX | FIRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.34% | 2.93% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.45% | 4.56% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.48% | 7.58% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 8.12% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.41% | 8.33% | -1.92% |