FRBHX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom® 2070 Fund Class K6 (FRBHX) and Fidelity 500 Index Fund (FXAIX).
FRBHX is an actively managed fund by Fidelity. It was launched on Jun 28, 2024. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FRBHX vs. FXAIX - Performance Comparison
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FRBHX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FRBHX Fidelity Freedom® 2070 Fund Class K6 | -0.49% | 23.65% | 3.64% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 6.94% |
Returns By Period
In the year-to-date period, FRBHX achieves a -0.49% return, which is significantly higher than FXAIX's -4.34% return.
FRBHX
- 1D
- 3.11%
- 1M
- -5.83%
- YTD
- -0.49%
- 6M
- 3.07%
- 1Y
- 22.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FRBHX vs. FXAIX - Expense Ratio Comparison
FRBHX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FRBHX vs. FXAIX — Risk / Return Rank
FRBHX
FXAIX
FRBHX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom® 2070 Fund Class K6 (FRBHX) 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.
| FRBHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.97 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.49 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.52 | +0.27 |
Martin ratioReturn relative to average drawdown | 8.01 | 7.30 | +0.71 |
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
| FRBHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.97 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.76 | +0.21 |
Correlation
The correlation between FRBHX and FXAIX is 0.90, 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
FRBHX vs. FXAIX - Dividend Comparison
FRBHX's dividend yield for the trailing twelve months is around 2.54%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRBHX Fidelity Freedom® 2070 Fund Class K6 | 2.54% | 2.53% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FRBHX vs. FXAIX - Drawdown Comparison
The maximum FRBHX drawdown since its inception was -15.29%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FRBHX and FXAIX.
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Drawdown Indicators
| FRBHX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.29% | -33.79% | +18.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -12.13% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -6.97% | -6.23% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -1.85% | -3.83% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.53% | +0.07% |
Volatility
FRBHX vs. FXAIX - Volatility Comparison
Fidelity Freedom® 2070 Fund Class K6 (FRBHX) has a higher volatility of 6.67% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FRBHX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRBHX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 5.34% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 9.53% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 18.32% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 16.92% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 18.05% | -2.18% |