FQIFX vs. FOCIX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fairholme Focused Income Fund (FOCIX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. FOCIX is managed by Fairholme. It was launched on Dec 31, 2009.
Performance
FQIFX vs. FOCIX - Performance Comparison
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FQIFX vs. FOCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOCIX Fairholme Focused Income Fund | 6.93% | 6.17% | 14.67% | 12.58% | 6.00% | 6.73% | 0.99% | 7.44% | -6.88% | -0.54% |
Returns By Period
In the year-to-date period, FQIFX achieves a -2.31% return, which is significantly lower than FOCIX's 6.93% return. Over the past 10 years, FQIFX has underperformed FOCIX with an annualized return of 7.21%, while FOCIX has yielded a comparatively higher 8.24% 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%
FOCIX
- 1D
- 0.19%
- 1M
- 1.18%
- YTD
- 6.93%
- 6M
- 6.35%
- 1Y
- 9.02%
- 3Y*
- 11.77%
- 5Y*
- 10.04%
- 10Y*
- 8.24%
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FQIFX vs. FOCIX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is lower than FOCIX's 1.00% expense ratio.
Return for Risk
FQIFX vs. FOCIX — Risk / Return Rank
FQIFX
FOCIX
FQIFX vs. FOCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fairholme Focused Income Fund (FOCIX). 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.
| FQIFX | FOCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.98 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.38 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.18 | +0.37 |
Martin ratioReturn relative to average drawdown | 6.80 | 4.79 | +2.01 |
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
| FQIFX | FOCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.98 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.04 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.90 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.80 | -0.15 |
Correlation
The correlation between FQIFX and FOCIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FQIFX vs. FOCIX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 5.04%, more than FOCIX's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOCIX Fairholme Focused Income Fund | 1.23% | 1.31% | 2.46% | 2.82% | 2.24% | 1.12% | 0.65% | 2.75% | 4.57% | 9.83% | 5.16% | 5.51% |
Drawdowns
FQIFX vs. FOCIX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -22.66%, which is greater than FOCIX's maximum drawdown of -18.78%. Use the drawdown chart below to compare losses from any high point for FQIFX and FOCIX.
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Drawdown Indicators
| FQIFX | FOCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.66% | -18.78% | -3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -7.45% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -12.36% | -10.30% |
Max Drawdown (10Y)Largest decline over 10 years | -22.66% | -18.61% | -4.05% |
Current DrawdownCurrent decline from peak | -5.79% | -0.58% | -5.21% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -4.81% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 1.84% | -0.30% |
Volatility
FQIFX vs. FOCIX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 3.32% compared to Fairholme Focused Income Fund (FOCIX) at 2.49%. This indicates that FQIFX's price experiences larger fluctuations and is considered to be riskier than FOCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FQIFX | FOCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.49% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 5.36% | 5.63% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.18% | 9.26% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.49% | 9.73% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.86% | 9.18% | +0.68% |