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FQIFX vs. FFRHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FQIFX vs. FFRHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity Floating Rate High Income Fund (FFRHX). The values are adjusted to include any dividend payments, if applicable.

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FQIFX vs. FFRHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
-2.31%14.84%8.49%13.88%-16.54%9.52%13.56%19.63%-4.51%15.15%
FFRHX
Fidelity Floating Rate High Income Fund
-0.61%5.47%7.10%12.63%-1.55%5.01%1.69%8.63%0.10%3.91%

Returns By Period

In the year-to-date period, FQIFX achieves a -2.31% return, which is significantly lower than FFRHX's -0.61% return. Over the past 10 years, FQIFX has outperformed FFRHX with an annualized return of 7.21%, while FFRHX has yielded a comparatively lower 4.98% annualized return.


FQIFX

1D
0.20%
1M
-5.70%
YTD
-2.31%
6M
-0.42%
1Y
10.87%
3Y*
9.49%
5Y*
4.55%
10Y*
7.21%

FFRHX

1D
-0.11%
1M
0.11%
YTD
-0.61%
6M
0.66%
1Y
4.54%
3Y*
7.04%
5Y*
5.20%
10Y*
4.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FQIFX vs. FFRHX - Expense Ratio Comparison

FQIFX has a 0.12% expense ratio, which is lower than FFRHX's 0.67% expense ratio.


Return for Risk

FQIFX vs. FFRHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FQIFX
FQIFX Risk / Return Rank: 7070
Overall Rank
FQIFX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FQIFX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FQIFX Omega Ratio Rank: 6969
Omega Ratio Rank
FQIFX Calmar Ratio Rank: 6868
Calmar Ratio Rank
FQIFX Martin Ratio Rank: 7272
Martin Ratio Rank

FFRHX
FFRHX Risk / Return Rank: 8484
Overall Rank
FFRHX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FFRHX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FFRHX Omega Ratio Rank: 9595
Omega Ratio Rank
FFRHX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FFRHX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FQIFX vs. FFRHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity Floating Rate High Income Fund (FFRHX). 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.


FQIFXFFRHXDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.51

-0.30

Sortino ratio

Return per unit of downside risk

1.73

2.14

-0.41

Omega ratio

Gain probability vs. loss probability

1.25

1.50

-0.25

Calmar ratio

Return relative to maximum drawdown

1.55

1.71

-0.16

Martin ratio

Return relative to average drawdown

6.80

8.28

-1.48

FQIFX vs. FFRHX - Sharpe Ratio Comparison

The current FQIFX Sharpe Ratio is 1.21, which is comparable to the FFRHX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of FQIFX and FFRHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FQIFXFFRHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.51

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

1.84

-1.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

1.21

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

1.13

-0.48

Correlation

The correlation between FQIFX and FFRHX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FQIFX vs. FFRHX - Dividend Comparison

FQIFX's dividend yield for the trailing twelve months is around 5.04%, less than FFRHX's 6.75% yield.


TTM20252024202320222021202020192018201720162015
FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
5.04%4.92%3.36%2.37%2.64%2.10%2.38%13.76%2.31%1.83%1.88%1.93%
FFRHX
Fidelity Floating Rate High Income Fund
6.75%7.41%6.94%8.24%3.81%2.74%3.84%5.15%4.74%4.05%4.44%3.69%

Drawdowns

FQIFX vs. FFRHX - Drawdown Comparison

The maximum FQIFX drawdown since its inception was -22.66%, roughly equal to the maximum FFRHX drawdown of -22.20%. Use the drawdown chart below to compare losses from any high point for FQIFX and FFRHX.


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Drawdown Indicators


FQIFXFFRHXDifference

Max Drawdown

Largest peak-to-trough decline

-22.66%

-22.20%

-0.46%

Max Drawdown (1Y)

Largest decline over 1 year

-6.77%

-2.74%

-4.03%

Max Drawdown (5Y)

Largest decline over 5 years

-22.66%

-5.90%

-16.76%

Max Drawdown (10Y)

Largest decline over 10 years

-22.66%

-22.20%

-0.46%

Current Drawdown

Current decline from peak

-5.79%

-0.83%

-4.96%

Average Drawdown

Average peak-to-trough decline

-3.92%

-1.16%

-2.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.54%

0.59%

+0.95%

Volatility

FQIFX vs. FFRHX - Volatility Comparison

Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 3.32% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.66%. This indicates that FQIFX's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FQIFXFFRHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

0.66%

+2.66%

Volatility (6M)

Calculated over the trailing 6-month period

5.36%

1.61%

+3.75%

Volatility (1Y)

Calculated over the trailing 1-year period

9.18%

3.32%

+5.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.49%

2.84%

+6.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.86%

4.13%

+5.73%