FQIFX vs. TRRHX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQIFX or TRRHX.
Key characteristics
| FQIFX | TRRHX | |
|---|---|---|
| YTD Return | 10.11% | 10.31% |
| 1Y Return | 17.14% | 17.08% |
| 3Y Return (Ann) | 2.13% | 2.75% |
| 5Y Return (Ann) | 6.40% | 7.60% |
| 10Y Return (Ann) | 6.40% | 7.04% |
| Sharpe Ratio | 2.14 | 2.26 |
| Daily Std Dev | 8.02% | 7.52% |
| Max Drawdown | -22.66% | -50.04% |
| Current Drawdown | -0.10% | 0.00% |
Correlation
The correlation between FQIFX and TRRHX is 0.97, 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.
Performance
FQIFX vs. TRRHX - Performance Comparison
The year-to-date returns for both investments are quite close, with FQIFX having a 10.11% return and TRRHX slightly higher at 10.31%. Over the past 10 years, FQIFX has underperformed TRRHX with an annualized return of 6.40%, while TRRHX has yielded a comparatively higher 7.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FQIFX vs. TRRHX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
FQIFX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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. TRRHX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 2.19%, less than TRRHX's 5.97% 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% | 2.64% | 2.10% | 2.38% | 13.76% | 2.31% | 1.83% | 1.88% | 1.93% | 6.75% | 0.27% |
TRRHX T. Rowe Price Retirement 2025 Fund | 5.97% | 6.58% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 3.74% | 4.85% | 3.63% | 2.99% |
Drawdowns
FQIFX vs. TRRHX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -22.66%, smaller than the maximum TRRHX drawdown of -50.04%. Use the drawdown chart below to compare losses from any high point for FQIFX and TRRHX. For additional features, visit the drawdowns tool.
Volatility
FQIFX vs. TRRHX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and T. Rowe Price Retirement 2025 Fund (TRRHX) have volatilities of 2.11% and 2.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.