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FRQHX vs. FDEEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FRQHX vs. FDEEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) and Fidelity Freedom 2055 Fund (FDEEX). The values are adjusted to include any dividend payments, if applicable.

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FRQHX vs. FDEEX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FRQHX
Fidelity Managed Retirement 2010 Fund Class K6
0.41%10.01%4.68%8.75%-12.22%4.04%9.80%3.95%
FDEEX
Fidelity Freedom 2055 Fund
0.64%23.74%14.02%20.55%-19.19%16.57%18.26%9.84%

Returns By Period

In the year-to-date period, FRQHX achieves a 0.41% return, which is significantly lower than FDEEX's 0.64% return.


FRQHX

1D
0.11%
1M
-1.33%
YTD
0.41%
6M
1.39%
1Y
7.84%
3Y*
6.58%
5Y*
2.71%
10Y*

FDEEX

1D
1.12%
1M
-2.57%
YTD
0.64%
6M
3.81%
1Y
23.21%
3Y*
16.92%
5Y*
8.53%
10Y*
11.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FRQHX vs. FDEEX - Expense Ratio Comparison

FRQHX has a 0.26% expense ratio, which is lower than FDEEX's 0.75% expense ratio.


Return for Risk

FRQHX vs. FDEEX — Risk / Return Rank

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

FRQHX
FRQHX Risk / Return Rank: 8282
Overall Rank
FRQHX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FRQHX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FRQHX Omega Ratio Rank: 8080
Omega Ratio Rank
FRQHX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FRQHX Martin Ratio Rank: 8181
Martin Ratio Rank

FDEEX
FDEEX Risk / Return Rank: 7777
Overall Rank
FDEEX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FDEEX Sortino Ratio Rank: 7575
Sortino Ratio Rank
FDEEX Omega Ratio Rank: 7575
Omega Ratio Rank
FDEEX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FDEEX Martin Ratio Rank: 8484
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.

FRQHX vs. FDEEX - 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 Freedom 2055 Fund (FDEEX). 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.


FRQHXFDEEXDifference

Sharpe ratio

Return per unit of total volatility

1.72

1.48

+0.24

Sortino ratio

Return per unit of downside risk

2.40

2.09

+0.31

Omega ratio

Gain probability vs. loss probability

1.34

1.31

+0.03

Calmar ratio

Return relative to maximum drawdown

2.43

2.20

+0.23

Martin ratio

Return relative to average drawdown

9.46

9.57

-0.10

FRQHX vs. FDEEX - Sharpe Ratio Comparison

The current FRQHX Sharpe Ratio is 1.72, which is comparable to the FDEEX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of FRQHX and FDEEX, 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


FRQHXFDEEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.72

1.48

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.58

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.63

+0.09

Correlation

The correlation between FRQHX and FDEEX is 0.80, 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. FDEEX - Dividend Comparison

FRQHX's dividend yield for the trailing twelve months is around 3.35%, less than FDEEX's 3.84% yield.


TTM20252024202320222021202020192018201720162015
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%
FDEEX
Fidelity Freedom 2055 Fund
3.84%3.87%1.73%1.91%10.33%11.20%4.20%6.23%6.68%3.59%3.52%4.99%

Drawdowns

FRQHX vs. FDEEX - Drawdown Comparison

The maximum FRQHX drawdown since its inception was -16.90%, smaller than the maximum FDEEX drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for FRQHX and FDEEX.


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Drawdown Indicators


FRQHXFDEEXDifference

Max Drawdown

Largest peak-to-trough decline

-16.90%

-31.00%

+14.10%

Max Drawdown (1Y)

Largest decline over 1 year

-3.41%

-9.79%

+6.38%

Max Drawdown (5Y)

Largest decline over 5 years

-16.90%

-27.34%

+10.44%

Max Drawdown (10Y)

Largest decline over 10 years

-31.00%

Current Drawdown

Current decline from peak

-2.34%

-5.91%

+3.57%

Average Drawdown

Average peak-to-trough decline

-3.87%

-4.88%

+1.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

2.56%

-1.68%

Volatility

FRQHX vs. FDEEX - Volatility Comparison

The current volatility for Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) is 2.04%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 6.50%. This indicates that FRQHX experiences smaller price fluctuations and is considered to be less risky than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRQHXFDEEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.04%

6.50%

-4.46%

Volatility (6M)

Calculated over the trailing 6-month period

2.93%

10.08%

-7.15%

Volatility (1Y)

Calculated over the trailing 1-year period

4.65%

16.26%

-11.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.52%

14.89%

-9.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.77%

15.31%

-9.54%