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FQIFX vs. FXIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FQIFX vs. FXIFX - 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 Freedom Index 2030 Fund Investor Class (FXIFX). The values are adjusted to include any dividend payments, if applicable.

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FQIFX vs. FXIFX - 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%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
-2.61%15.89%9.50%15.10%-16.55%10.84%14.34%22.07%-5.64%18.05%

Returns By Period

In the year-to-date period, FQIFX achieves a -2.31% return, which is significantly higher than FXIFX's -2.61% return. Over the past 10 years, FQIFX has underperformed FXIFX with an annualized return of 7.21%, while FXIFX has yielded a comparatively higher 8.19% 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%

FXIFX

1D
0.14%
1M
-6.14%
YTD
-2.61%
6M
-0.52%
1Y
11.87%
3Y*
10.36%
5Y*
5.23%
10Y*
8.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FQIFX vs. FXIFX - Expense Ratio Comparison

Both FQIFX and FXIFX have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

FQIFX vs. FXIFX — 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

FXIFX
FXIFX Risk / Return Rank: 6969
Overall Rank
FXIFX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FXIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FXIFX Omega Ratio Rank: 6969
Omega Ratio Rank
FXIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FXIFX Martin Ratio Rank: 7171
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. FXIFX - 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 Freedom Index 2030 Fund Investor Class (FXIFX). 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.


FQIFXFXIFXDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.20

+0.01

Sortino ratio

Return per unit of downside risk

1.73

1.72

+0.01

Omega ratio

Gain probability vs. loss probability

1.25

1.25

0.00

Calmar ratio

Return relative to maximum drawdown

1.55

1.50

+0.04

Martin ratio

Return relative to average drawdown

6.80

6.72

+0.08

FQIFX vs. FXIFX - Sharpe Ratio Comparison

The current FQIFX Sharpe Ratio is 1.21, which is comparable to the FXIFX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FQIFX and FXIFX, 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


FQIFXFXIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.20

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.51

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.73

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.70

-0.04

Correlation

The correlation between FQIFX and FXIFX is 0.99, 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

FQIFX vs. FXIFX - Dividend Comparison

FQIFX's dividend yield for the trailing twelve months is around 5.04%, more than FXIFX's 3.43% 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%
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
3.43%3.34%2.67%2.26%2.69%2.13%2.40%16.73%2.13%1.84%1.94%2.02%

Drawdowns

FQIFX vs. FXIFX - Drawdown Comparison

The maximum FQIFX drawdown since its inception was -22.66%, smaller than the maximum FXIFX drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FQIFX and FXIFX.


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Drawdown Indicators


FQIFXFXIFXDifference

Max Drawdown

Largest peak-to-trough decline

-22.66%

-23.90%

+1.24%

Max Drawdown (1Y)

Largest decline over 1 year

-6.77%

-7.46%

+0.69%

Max Drawdown (5Y)

Largest decline over 5 years

-22.66%

-23.28%

+0.62%

Max Drawdown (10Y)

Largest decline over 10 years

-22.66%

-23.90%

+1.24%

Current Drawdown

Current decline from peak

-5.79%

-6.30%

+0.51%

Average Drawdown

Average peak-to-trough decline

-3.92%

-3.63%

-0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.54%

1.67%

-0.13%

Volatility

FQIFX vs. FXIFX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) is 3.32%, while Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) has a volatility of 3.54%. This indicates that FQIFX experiences smaller price fluctuations and is considered to be less risky than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FQIFXFXIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

3.54%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

5.36%

5.85%

-0.49%

Volatility (1Y)

Calculated over the trailing 1-year period

9.18%

10.09%

-0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.49%

10.28%

-0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.86%

11.21%

-1.35%