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FQLSX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FQLSX and FXAIX 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

FQLSX vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Flex Freedom Blend 2055 Fund (FQLSX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
4.63%
10.01%
FQLSX
FXAIX

Key characteristics

Sharpe Ratio

FQLSX:

1.30

FXAIX:

1.87

Sortino Ratio

FQLSX:

1.82

FXAIX:

2.52

Omega Ratio

FQLSX:

1.24

FXAIX:

1.34

Calmar Ratio

FQLSX:

1.98

FXAIX:

2.82

Martin Ratio

FQLSX:

6.63

FXAIX:

11.69

Ulcer Index

FQLSX:

2.29%

FXAIX:

2.04%

Daily Std Dev

FQLSX:

11.70%

FXAIX:

12.77%

Max Drawdown

FQLSX:

-31.29%

FXAIX:

-33.79%

Current Drawdown

FQLSX:

-0.42%

FXAIX:

0.00%

Returns By Period

In the year-to-date period, FQLSX achieves a 5.61% return, which is significantly higher than FXAIX's 4.63% return.


FQLSX

YTD

5.61%

1M

3.51%

6M

4.63%

1Y

15.67%

5Y*

6.95%

10Y*

N/A

FXAIX

YTD

4.63%

1M

2.57%

6M

10.02%

1Y

25.15%

5Y*

14.81%

10Y*

13.14%

*Annualized

Compare stocks, funds, or ETFs

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


FQLSX vs. FXAIX - Expense Ratio Comparison

FQLSX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


FXAIX
Fidelity 500 Index Fund
Expense ratio chart for FXAIX: current value at 0.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.02%
Expense ratio chart for FQLSX: current value at 0.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.00%

Risk-Adjusted Performance

FQLSX vs. FXAIX — Risk-Adjusted Performance Rank

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

FQLSX
The Risk-Adjusted Performance Rank of FQLSX is 6969
Overall Rank
The Sharpe Ratio Rank of FQLSX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of FQLSX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of FQLSX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of FQLSX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FQLSX is 7272
Martin Ratio Rank

FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 8686
Overall Rank
The Sharpe Ratio Rank of FXAIX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 9090
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.

FQLSX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2055 Fund (FQLSX) and Fidelity 500 Index Fund (FXAIX). 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 FQLSX, currently valued at 1.30, compared to the broader market-1.000.001.002.003.004.001.301.87
The chart of Sortino ratio for FQLSX, currently valued at 1.82, compared to the broader market0.002.004.006.008.0010.0012.001.822.52
The chart of Omega ratio for FQLSX, currently valued at 1.24, compared to the broader market1.002.003.004.001.241.34
The chart of Calmar ratio for FQLSX, currently valued at 1.98, compared to the broader market0.005.0010.0015.0020.001.982.82
The chart of Martin ratio for FQLSX, currently valued at 6.63, compared to the broader market0.0020.0040.0060.0080.006.6311.69
FQLSX
FXAIX

The current FQLSX Sharpe Ratio is 1.30, which is lower than the FXAIX Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of FQLSX and FXAIX, 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 Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.30
1.87
FQLSX
FXAIX

Dividends

FQLSX vs. FXAIX - Dividend Comparison

FQLSX's dividend yield for the trailing twelve months is around 1.95%, more than FXAIX's 1.19% yield.


TTM20242023202220212020201920182017201620152014
FQLSX
Fidelity Flex Freedom Blend 2055 Fund
1.95%2.06%1.95%2.87%2.30%1.55%2.21%2.44%1.56%0.00%0.00%0.00%
FXAIX
Fidelity 500 Index Fund
1.19%1.25%1.45%1.69%1.22%1.60%1.95%2.07%1.81%2.01%2.56%2.63%

Drawdowns

FQLSX vs. FXAIX - Drawdown Comparison

The maximum FQLSX drawdown since its inception was -31.29%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FQLSX and FXAIX. For additional features, visit the drawdowns tool.


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.42%
0
FQLSX
FXAIX

Volatility

FQLSX vs. FXAIX - Volatility Comparison

Fidelity Flex Freedom Blend 2055 Fund (FQLSX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.07% and 3.06%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.07%
3.06%
FQLSX
FXAIX
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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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