FPUKX vs. FIHFX

In the year-to-date period, FPUKX achieves a -3.47% return, which is significantly lower than FIHFX's 1.80% return. Over the past 10 years, FPUKX has underperformed FIHFX with an annualized return of 3.09%, while FIHFX has yielded a comparatively higher 5.98% annualized return.

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FPUKX has a 0.43% expense ratio, which is higher than FIHFX's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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 FPUKX Sharpe Ratio is -0.24, which is lower than the FIHFX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FPUKX and FIHFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPUKX's dividend yield for the trailing twelve months is around 1.92%, less than FIHFX's 2.23% yield.

The maximum FPUKX drawdown since its inception was -37.26%, roughly equal to the maximum FIHFX drawdown of -35.66%. Use the drawdown chart below to compare losses from any high point for FPUKX and FIHFX. For additional features, visit the drawdowns tool.

Fidelity Puritan Fund Class K (FPUKX) has a higher volatility of 4.28% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 3.94%. This indicates that FPUKX's price experiences larger fluctuations and is considered to be riskier than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.