FRAMX vs. FATWX
Compare and contrast key facts about Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) and Fidelity Advisor Freedom 2025 Fund Class A (FATWX).
FRAMX is managed by BlackRock. It was launched on Aug 30, 2007. FATWX is managed by Fidelity. It was launched on Nov 6, 2003.
Performance
FRAMX vs. FATWX - Performance Comparison
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FRAMX vs. FATWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -2.15% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
Returns By Period
In the year-to-date period, FRAMX achieves a -0.57% return, which is significantly higher than FATWX's -2.15% return. Over the past 10 years, FRAMX has underperformed FATWX with an annualized return of 3.65%, while FATWX has yielded a comparatively higher 7.17% annualized return.
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
FATWX
- 1D
- 0.08%
- 1M
- -6.25%
- YTD
- -2.15%
- 6M
- -0.25%
- 1Y
- 11.39%
- 3Y*
- 9.48%
- 5Y*
- 4.35%
- 10Y*
- 7.17%
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FRAMX vs. FATWX - Expense Ratio Comparison
FRAMX has a 0.70% expense ratio, which is lower than FATWX's 0.87% expense ratio.
Return for Risk
FRAMX vs. FATWX — Risk / Return Rank
FRAMX
FATWX
FRAMX vs. FATWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) and Fidelity Advisor Freedom 2025 Fund Class A (FATWX). 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.
| FRAMX | FATWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.20 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.69 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.51 | +0.49 |
Martin ratioReturn relative to average drawdown | 8.06 | 6.45 | +1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRAMX | FATWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.20 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.45 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.71 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.46 | +0.04 |
Correlation
The correlation between FRAMX and FATWX 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.
Dividends
FRAMX vs. FATWX - Dividend Comparison
FRAMX's dividend yield for the trailing twelve months is around 2.91%, less than FATWX's 7.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.86% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
Drawdowns
FRAMX vs. FATWX - Drawdown Comparison
The maximum FRAMX drawdown since its inception was -33.94%, smaller than the maximum FATWX drawdown of -49.44%. Use the drawdown chart below to compare losses from any high point for FRAMX and FATWX.
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Drawdown Indicators
| FRAMX | FATWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.94% | -49.44% | +15.50% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -7.13% | +3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -16.31% | -23.85% | +7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -16.31% | -23.85% | +7.54% |
Current DrawdownCurrent decline from peak | -3.20% | -6.38% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -3.87% | -5.81% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 1.67% | -0.81% |
Volatility
FRAMX vs. FATWX - Volatility Comparison
The current volatility for Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) is 1.96%, while Fidelity Advisor Freedom 2025 Fund Class A (FATWX) has a volatility of 3.64%. This indicates that FRAMX experiences smaller price fluctuations and is considered to be less risky than FATWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRAMX | FATWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 3.64% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 5.79% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 9.63% | -5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.21% | 9.82% | -4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.47% | 10.10% | -5.63% |