FRQHX vs. FATWX
Compare and contrast key facts about Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) and Fidelity Advisor Freedom 2025 Fund Class A (FATWX).
FRQHX is managed by BlackRock. It was launched on Aug 1, 2019. FATWX is managed by Fidelity. It was launched on Nov 6, 2003.
Performance
FRQHX vs. FATWX - Performance Comparison
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FRQHX vs. FATWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 0.30% | 10.01% | 4.68% | 8.75% | -12.22% | 4.04% | 9.80% | 3.95% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -0.37% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 6.67% |
Returns By Period
In the year-to-date period, FRQHX achieves a 0.30% return, which is significantly higher than FATWX's -0.37% return.
FRQHX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.30%
- 6M
- 1.41%
- 1Y
- 7.79%
- 3Y*
- 6.54%
- 5Y*
- 2.69%
- 10Y*
- —
FATWX
- 1D
- 1.82%
- 1M
- -4.00%
- YTD
- -0.37%
- 6M
- 1.34%
- 1Y
- 12.97%
- 3Y*
- 10.14%
- 5Y*
- 4.53%
- 10Y*
- 7.36%
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FRQHX vs. FATWX - Expense Ratio Comparison
FRQHX has a 0.26% expense ratio, which is lower than FATWX's 0.87% expense ratio.
Return for Risk
FRQHX vs. FATWX — Risk / Return Rank
FRQHX
FATWX
FRQHX vs. FATWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) 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.
| FRQHX | FATWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 1.38 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.95 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.29 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.40 | 1.89 | +0.51 |
Martin ratioReturn relative to average drawdown | 9.49 | 7.95 | +1.54 |
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
| FRQHX | FATWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.38 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.46 | +0.26 |
Correlation
The correlation between FRQHX and FATWX is 0.91, 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
FRQHX vs. FATWX - Dividend Comparison
FRQHX's dividend yield for the trailing twelve months is around 3.35%, less than FATWX's 7.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 3.35% | 3.20% | 3.20% | 2.95% | 5.25% | 6.22% | 3.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.72% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
Drawdowns
FRQHX vs. FATWX - Drawdown Comparison
The maximum FRQHX drawdown since its inception was -16.90%, smaller than the maximum FATWX drawdown of -49.44%. Use the drawdown chart below to compare losses from any high point for FRQHX and FATWX.
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Drawdown Indicators
| FRQHX | FATWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.90% | -49.44% | +32.54% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -7.13% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.90% | -23.85% | +6.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.85% | — |
Current DrawdownCurrent decline from peak | -2.44% | -4.68% | +2.24% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -5.81% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 1.70% | -0.84% |
Volatility
FRQHX vs. FATWX - Volatility Comparison
The current volatility for Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) is 2.11%, while Fidelity Advisor Freedom 2025 Fund Class A (FATWX) has a volatility of 4.19%. This indicates that FRQHX 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
| FRQHX | FATWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.11% | 4.19% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 6.05% | -3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 9.77% | -5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 9.85% | -4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.77% | 10.12% | -4.35% |