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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.


-0.50.00.51.00.9

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%JulyAugustSeptemberOctoberNovemberDecember
158.22%
597.21%
FQIFX
VFIAX

Key characteristics

Sharpe Ratio

FQIFX:

1.36

VFIAX:

2.23

Sortino Ratio

FQIFX:

1.93

VFIAX:

2.96

Omega Ratio

FQIFX:

1.24

VFIAX:

1.42

Calmar Ratio

FQIFX:

1.31

VFIAX:

3.30

Martin Ratio

FQIFX:

7.68

VFIAX:

14.60

Ulcer Index

FQIFX:

1.30%

VFIAX:

1.91%

Daily Std Dev

FQIFX:

7.34%

VFIAX:

12.52%

Max Drawdown

FQIFX:

-27.49%

VFIAX:

-55.20%

Current Drawdown

FQIFX:

-3.02%

VFIAX:

-2.57%

Returns By Period

In the year-to-date period, FQIFX achieves a 8.81% return, which is significantly lower than VFIAX's 25.97% return. Over the past 10 years, FQIFX has underperformed VFIAX with an annualized return of 4.79%, while VFIAX has yielded a comparatively higher 13.05% annualized return.


FQIFX

YTD

8.81%

1M

-0.52%

6M

3.39%

1Y

9.39%

5Y*

2.52%

10Y*

4.79%

VFIAX

YTD

25.97%

1M

-0.19%

6M

9.23%

1Y

26.41%

5Y*

14.74%

10Y*

13.05%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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%.


FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
Expense ratio chart for FQIFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for FQIFX, currently valued at 1.36, compared to the broader market-1.000.001.002.003.004.001.362.23
The chart of Sortino ratio for FQIFX, currently valued at 1.93, compared to the broader market-2.000.002.004.006.008.0010.001.932.96
The chart of Omega ratio for FQIFX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.003.501.241.42
The chart of Calmar ratio for FQIFX, currently valued at 1.31, compared to the broader market0.002.004.006.008.0010.0012.0014.001.313.30
The chart of Martin ratio for FQIFX, currently valued at 7.68, compared to the broader market0.0020.0040.0060.007.6814.60
FQIFX
VFIAX

The current FQIFX Sharpe Ratio is 1.36, which is lower than the VFIAX Sharpe Ratio of 2.23. 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.36
2.23
FQIFX
VFIAX

Dividends

FQIFX vs. VFIAX - Dividend Comparison

FQIFX's dividend yield for the trailing twelve months is around 2.21%, more than VFIAX's 0.90% yield.


TTM20232022202120202019201820172016201520142013
FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
2.21%2.37%2.47%1.51%1.37%1.88%2.14%1.73%1.83%1.93%6.75%0.27%
VFIAX
Vanguard 500 Index Fund Admiral Shares
0.90%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%1.84%

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.02%
-2.57%
FQIFX
VFIAX

Volatility

FQIFX vs. VFIAX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) is 2.39%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.79%. 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.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.39%
3.79%
FQIFX
VFIAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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