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

Correlation

The correlation between FQLSX and VFFVX 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.


Performance

FQLSX vs. VFFVX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FQLSX:

0.58

VFFVX:

0.85

Sortino Ratio

FQLSX:

0.81

VFFVX:

1.17

Omega Ratio

FQLSX:

1.11

VFFVX:

1.17

Calmar Ratio

FQLSX:

0.54

VFFVX:

0.81

Martin Ratio

FQLSX:

2.21

VFFVX:

3.60

Ulcer Index

FQLSX:

3.77%

VFFVX:

3.29%

Daily Std Dev

FQLSX:

16.77%

VFFVX:

15.38%

Max Drawdown

FQLSX:

-31.29%

VFFVX:

-31.40%

Current Drawdown

FQLSX:

-0.89%

VFFVX:

-0.31%

Returns By Period

In the year-to-date period, FQLSX achieves a 5.11% return, which is significantly lower than VFFVX's 5.41% return.


FQLSX

YTD

5.11%

1M

4.22%

6M

0.34%

1Y

9.00%

3Y*

9.88%

5Y*

9.47%

10Y*

N/A

VFFVX

YTD

5.41%

1M

4.87%

6M

2.48%

1Y

12.34%

3Y*

10.94%

5Y*

10.14%

10Y*

7.91%

*Annualized

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FQLSX vs. VFFVX - Expense Ratio Comparison

FQLSX has a 0.00% expense ratio, which is lower than VFFVX's 0.08% 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%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FQLSX vs. VFFVX — 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 4343
Overall Rank
The Sharpe Ratio Rank of FQLSX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of FQLSX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of FQLSX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of FQLSX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of FQLSX is 4949
Martin Ratio Rank

VFFVX
The Risk-Adjusted Performance Rank of VFFVX is 6767
Overall Rank
The Sharpe Ratio Rank of VFFVX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VFFVX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VFFVX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VFFVX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VFFVX is 7373
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. VFFVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2055 Fund (FQLSX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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 current FQLSX Sharpe Ratio is 0.58, which is lower than the VFFVX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of FQLSX and VFFVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FQLSX vs. VFFVX - Dividend Comparison

FQLSX's dividend yield for the trailing twelve months is around 4.07%, more than VFFVX's 2.12% yield.


TTM20242023202220212020201920182017201620152014
FQLSX
Fidelity Flex Freedom Blend 2055 Fund
4.07%3.86%2.08%5.79%8.05%5.76%7.02%8.27%3.10%0.00%0.00%0.00%
VFFVX
Vanguard Target Retirement 2055 Fund
2.12%2.24%2.18%2.19%10.03%1.82%2.15%2.35%1.83%1.99%1.98%1.75%

Drawdowns

FQLSX vs. VFFVX - Drawdown Comparison

The maximum FQLSX drawdown since its inception was -31.29%, roughly equal to the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FQLSX and VFFVX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FQLSX vs. VFFVX - Volatility Comparison

Fidelity Flex Freedom Blend 2055 Fund (FQLSX) has a higher volatility of 3.61% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 3.35%. This indicates that FQLSX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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