PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
FQIFX vs. VTINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FQIFX and VTINX is 0.92, 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. VTINX - 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 Target Retirement Income Fund (VTINX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-3.00%-2.00%-1.00%0.00%1.00%2.00%SeptemberOctoberNovemberDecember2025February
1.16%
-0.86%
FQIFX
VTINX

Key characteristics

Sharpe Ratio

FQIFX:

1.40

VTINX:

1.09

Sortino Ratio

FQIFX:

1.99

VTINX:

1.44

Omega Ratio

FQIFX:

1.25

VTINX:

1.22

Calmar Ratio

FQIFX:

1.64

VTINX:

0.54

Martin Ratio

FQIFX:

6.14

VTINX:

3.56

Ulcer Index

FQIFX:

1.68%

VTINX:

1.68%

Daily Std Dev

FQIFX:

7.37%

VTINX:

5.49%

Max Drawdown

FQIFX:

-27.49%

VTINX:

-21.75%

Current Drawdown

FQIFX:

-1.24%

VTINX:

-5.42%

Returns By Period

In the year-to-date period, FQIFX achieves a 2.96% return, which is significantly higher than VTINX's 1.98% return. Over the past 10 years, FQIFX has outperformed VTINX with an annualized return of 4.53%, while VTINX has yielded a comparatively lower 2.58% annualized return.


FQIFX

YTD

2.96%

1M

1.11%

6M

1.16%

1Y

9.52%

5Y*

4.74%

10Y*

4.53%

VTINX

YTD

1.98%

1M

0.91%

6M

-0.86%

1Y

5.57%

5Y*

1.23%

10Y*

2.58%

*Annualized

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. VTINX - Expense Ratio Comparison

FQIFX has a 0.12% expense ratio, which is higher than VTINX's 0.08% 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 VTINX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

FQIFX vs. VTINX — 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 7373
Overall Rank
The Sharpe Ratio Rank of FQIFX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of FQIFX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of FQIFX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FQIFX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FQIFX is 7171
Martin Ratio Rank

VTINX
The Risk-Adjusted Performance Rank of VTINX is 5555
Overall Rank
The Sharpe Ratio Rank of VTINX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VTINX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of VTINX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of VTINX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of VTINX is 5454
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. VTINX - 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 Target Retirement Income Fund (VTINX). 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 1.40, compared to the broader market-1.000.001.002.003.004.001.401.09
The chart of Sortino ratio for FQIFX, currently valued at 1.99, compared to the broader market0.002.004.006.008.0010.0012.001.991.44
The chart of Omega ratio for FQIFX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.22
The chart of Calmar ratio for FQIFX, currently valued at 1.64, compared to the broader market0.005.0010.0015.0020.001.640.54
The chart of Martin ratio for FQIFX, currently valued at 6.14, compared to the broader market0.0020.0040.0060.0080.006.143.56
FQIFX
VTINX

The current FQIFX Sharpe Ratio is 1.40, which is comparable to the VTINX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FQIFX and VTINX, 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 Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.40
1.09
FQIFX
VTINX

Dividends

FQIFX vs. VTINX - Dividend Comparison

FQIFX's dividend yield for the trailing twelve months is around 2.49%, less than VTINX's 3.18% yield.


TTM20242023202220212020201920182017201620152014
FQIFX
Fidelity Freedom Index 2025 Fund Investor Class
2.49%2.56%2.37%2.47%1.51%1.37%1.88%2.14%1.73%1.83%1.93%6.75%
VTINX
Vanguard Target Retirement Income Fund
3.18%3.24%2.98%2.71%2.59%1.65%2.51%2.69%2.10%1.94%1.84%1.84%

Drawdowns

FQIFX vs. VTINX - Drawdown Comparison

The maximum FQIFX drawdown since its inception was -27.49%, which is greater than VTINX's maximum drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for FQIFX and VTINX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.24%
-5.42%
FQIFX
VTINX

Volatility

FQIFX vs. VTINX - Volatility Comparison

Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 1.78% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.16%. This indicates that FQIFX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%SeptemberOctoberNovemberDecember2025February
1.78%
1.16%
FQIFX
VTINX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab