FQIFX vs. FFTWX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity Freedom 2025 Fund (FFTWX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. FFTWX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQIFX or FFTWX.
Performance
FQIFX vs. FFTWX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FQIFX having a 9.89% return and FFTWX slightly lower at 9.88%. Over the past 10 years, FQIFX has underperformed FFTWX with an annualized return of 4.83%, while FFTWX has yielded a comparatively higher 6.51% annualized return.
FQIFX
9.89%
0.41%
5.71%
15.74%
3.16%
4.83%
FFTWX
9.88%
0.07%
4.69%
15.89%
6.30%
6.51%
Key characteristics
| FQIFX | FFTWX | |
|---|---|---|
| Sharpe Ratio | 2.17 | 2.04 |
| Sortino Ratio | 3.15 | 2.97 |
| Omega Ratio | 1.40 | 1.37 |
| Calmar Ratio | 1.45 | 1.40 |
| Martin Ratio | 12.69 | 11.98 |
| Ulcer Index | 1.24% | 1.33% |
| Daily Std Dev | 7.26% | 7.79% |
| Max Drawdown | -27.49% | -44.91% |
| Current Drawdown | -1.37% | -1.72% |
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FQIFX vs. FFTWX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is lower than FFTWX's 0.62% expense ratio.
Correlation
The correlation between FQIFX and FFTWX 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.
Risk-Adjusted Performance
FQIFX vs. FFTWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity Freedom 2025 Fund (FFTWX). 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
FQIFX vs. FFTWX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 2.19%, more than FFTWX's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.19% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% | 0.27% |
FFTWX Fidelity Freedom 2025 Fund | 2.00% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
Drawdowns
FQIFX vs. FFTWX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -27.49%, smaller than the maximum FFTWX drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for FQIFX and FFTWX. For additional features, visit the drawdowns tool.
Volatility
FQIFX vs. FFTWX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) is 1.87%, while Fidelity Freedom 2025 Fund (FFTWX) has a volatility of 2.11%. This indicates that FQIFX experiences smaller price fluctuations and is considered to be less risky than FFTWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.