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FQIFX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FQIFX and VFIAX is 0.93, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FQIFX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
153.92%
534.65%
FQIFX
VFIAX

Key characteristics

Sharpe Ratio

FQIFX:

0.75

VFIAX:

0.50

Sortino Ratio

FQIFX:

1.12

VFIAX:

0.82

Omega Ratio

FQIFX:

1.15

VFIAX:

1.12

Calmar Ratio

FQIFX:

0.81

VFIAX:

0.52

Martin Ratio

FQIFX:

3.28

VFIAX:

2.17

Ulcer Index

FQIFX:

2.22%

VFIAX:

4.46%

Daily Std Dev

FQIFX:

9.69%

VFIAX:

19.36%

Max Drawdown

FQIFX:

-27.49%

VFIAX:

-55.20%

Current Drawdown

FQIFX:

-4.64%

VFIAX:

-12.30%

Returns By Period

In the year-to-date period, FQIFX achieves a -0.59% return, which is significantly higher than VFIAX's -8.24% return. Over the past 10 years, FQIFX has underperformed VFIAX with an annualized return of 4.01%, while VFIAX has yielded a comparatively higher 11.73% annualized return.


FQIFX

YTD

-0.59%

1M

-2.69%

6M

-2.23%

1Y

6.04%

5Y*

6.01%

10Y*

4.01%

VFIAX

YTD

-8.24%

1M

-6.71%

6M

-6.67%

1Y

7.42%

5Y*

15.42%

10Y*

11.73%

*Annualized

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FQIFX vs. VFIAX - Expense Ratio Comparison

FQIFX has a 0.12% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Expense ratio chart for FQIFX: current value is 0.12%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FQIFX: 0.12%
Expense ratio chart for VFIAX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VFIAX: 0.04%

Risk-Adjusted Performance

FQIFX vs. VFIAX — Risk-Adjusted Performance Rank

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

FQIFX
The Risk-Adjusted Performance Rank of FQIFX is 7575
Overall Rank
The Sharpe Ratio Rank of FQIFX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FQIFX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FQIFX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of FQIFX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FQIFX is 7777
Martin Ratio Rank

VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 6565
Overall Rank
The Sharpe Ratio Rank of VFIAX is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FQIFX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.


The chart of Sharpe ratio for FQIFX, currently valued at 0.75, compared to the broader market-1.000.001.002.003.00
FQIFX: 0.75
VFIAX: 0.50
The chart of Sortino ratio for FQIFX, currently valued at 1.12, compared to the broader market-2.000.002.004.006.008.00
FQIFX: 1.12
VFIAX: 0.82
The chart of Omega ratio for FQIFX, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.00
FQIFX: 1.15
VFIAX: 1.12
The chart of Calmar ratio for FQIFX, currently valued at 0.81, compared to the broader market0.002.004.006.008.0010.00
FQIFX: 0.81
VFIAX: 0.52
The chart of Martin ratio for FQIFX, currently valued at 3.28, compared to the broader market0.0010.0020.0030.0040.0050.00
FQIFX: 3.28
VFIAX: 2.17

The current FQIFX Sharpe Ratio is 0.75, which is higher than the VFIAX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FQIFX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.75
0.50
FQIFX
VFIAX

Dividends

FQIFX vs. VFIAX - Dividend Comparison

FQIFX's dividend yield for the trailing twelve months is around 3.38%, more than VFIAX's 1.41% yield.


TTM20242023202220212020201920182017201620152014
FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
3.38%3.36%2.37%2.64%2.10%2.38%13.76%2.31%1.83%1.88%1.93%6.75%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.41%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

FQIFX vs. VFIAX - Drawdown Comparison

The maximum FQIFX drawdown since its inception was -27.49%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FQIFX and VFIAX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.64%
-12.30%
FQIFX
VFIAX

Volatility

FQIFX vs. VFIAX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) is 6.42%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.03%. This indicates that FQIFX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
6.42%
14.03%
FQIFX
VFIAX