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FRBHX vs. VITAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FRBHX vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom® 2070 Fund Class K6 (FRBHX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

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FRBHX vs. VITAX - Yearly Performance Comparison


2026 (YTD)20252024
FRBHX
Fidelity Freedom® 2070 Fund Class K6
-3.48%23.65%3.64%
VITAX
Vanguard Information Technology Index Fund Admiral Shares
-11.14%21.78%5.10%

Returns By Period

In the year-to-date period, FRBHX achieves a -3.48% return, which is significantly higher than VITAX's -11.14% return.


FRBHX

1D
-0.33%
1M
-9.15%
YTD
-3.48%
6M
0.21%
1Y
19.35%
3Y*
5Y*
10Y*

VITAX

1D
-1.79%
1M
-7.83%
YTD
-11.14%
6M
-10.25%
1Y
23.94%
3Y*
20.87%
5Y*
14.06%
10Y*
20.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FRBHX vs. VITAX - Expense Ratio Comparison

FRBHX has a 0.45% expense ratio, which is higher than VITAX's 0.10% expense ratio.


Return for Risk

FRBHX vs. VITAX — Risk / Return Rank

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

FRBHX
FRBHX Risk / Return Rank: 6262
Overall Rank
FRBHX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FRBHX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FRBHX Omega Ratio Rank: 6969
Omega Ratio Rank
FRBHX Calmar Ratio Rank: 5757
Calmar Ratio Rank
FRBHX Martin Ratio Rank: 6464
Martin Ratio Rank

VITAX
VITAX Risk / Return Rank: 4747
Overall Rank
VITAX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
VITAX Sortino Ratio Rank: 5252
Sortino Ratio Rank
VITAX Omega Ratio Rank: 4848
Omega Ratio Rank
VITAX Calmar Ratio Rank: 5353
Calmar Ratio Rank
VITAX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FRBHX vs. VITAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom® 2070 Fund Class K6 (FRBHX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.


FRBHXVITAXDifference

Sharpe ratio

Return per unit of total volatility

1.13

0.87

+0.26

Sortino ratio

Return per unit of downside risk

1.53

1.39

+0.14

Omega ratio

Gain probability vs. loss probability

1.26

1.19

+0.07

Calmar ratio

Return relative to maximum drawdown

1.34

1.26

+0.09

Martin ratio

Return relative to average drawdown

6.12

3.92

+2.19

FRBHX vs. VITAX - Sharpe Ratio Comparison

The current FRBHX Sharpe Ratio is 1.13, which is comparable to the VITAX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of FRBHX and VITAX, 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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Sharpe Ratios by Period


FRBHXVITAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

0.87

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

0.59

+0.27

Correlation

The correlation between FRBHX and VITAX is 0.82, 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. VITAX - Dividend Comparison

FRBHX's dividend yield for the trailing twelve months is around 2.62%, more than VITAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
FRBHX
Fidelity Freedom® 2070 Fund Class K6
2.62%2.53%2.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VITAX
Vanguard Information Technology Index Fund Admiral Shares
0.46%0.40%0.60%0.65%0.91%0.63%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

FRBHX vs. VITAX - Drawdown Comparison

The maximum FRBHX drawdown since its inception was -15.29%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FRBHX and VITAX.


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Drawdown Indicators


FRBHXVITAXDifference

Max Drawdown

Largest peak-to-trough decline

-15.29%

-54.81%

+39.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.11%

-16.38%

+5.27%

Max Drawdown (5Y)

Largest decline over 5 years

-35.10%

Max Drawdown (10Y)

Largest decline over 10 years

-35.10%

Current Drawdown

Current decline from peak

-9.77%

-16.38%

+6.61%

Average Drawdown

Average peak-to-trough decline

-1.84%

-8.06%

+6.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

5.24%

-2.65%

Volatility

FRBHX vs. VITAX - Volatility Comparison

The current volatility for Fidelity Freedom® 2070 Fund Class K6 (FRBHX) is 5.67%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that FRBHX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRBHXVITAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.67%

6.70%

-1.03%

Volatility (6M)

Calculated over the trailing 6-month period

9.55%

15.84%

-6.29%

Volatility (1Y)

Calculated over the trailing 1-year period

17.13%

27.38%

-10.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.72%

25.22%

-9.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.72%

24.69%

-8.97%