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FSBHX vs. FDEEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSBHX vs. FDEEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) and Fidelity Freedom 2055 Fund (FDEEX). The values are adjusted to include any dividend payments, if applicable.

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FSBHX vs. FDEEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSBHX
Fidelity Advisor Short Duration High Income Fund Class A
-0.73%7.45%7.45%9.99%-7.57%2.55%3.72%9.04%-1.49%4.69%
FDEEX
Fidelity Freedom 2055 Fund
-3.51%23.74%14.02%20.55%-19.19%16.57%18.26%25.35%-8.92%22.32%

Returns By Period

In the year-to-date period, FSBHX achieves a -0.73% return, which is significantly higher than FDEEX's -3.51% return. Over the past 10 years, FSBHX has underperformed FDEEX with an annualized return of 4.29%, while FDEEX has yielded a comparatively higher 10.76% annualized return.


FSBHX

1D
0.11%
1M
-1.56%
YTD
-0.73%
6M
0.72%
1Y
6.09%
3Y*
7.08%
5Y*
3.55%
10Y*
4.29%

FDEEX

1D
-0.33%
1M
-9.20%
YTD
-3.51%
6M
0.13%
1Y
19.40%
3Y*
15.29%
5Y*
7.90%
10Y*
10.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSBHX vs. FDEEX - Expense Ratio Comparison

FSBHX has a 1.00% expense ratio, which is higher than FDEEX's 0.75% expense ratio.


Return for Risk

FSBHX vs. FDEEX — Risk / Return Rank

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

FSBHX
FSBHX Risk / Return Rank: 9292
Overall Rank
FSBHX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
FSBHX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FSBHX Omega Ratio Rank: 9494
Omega Ratio Rank
FSBHX Calmar Ratio Rank: 8989
Calmar Ratio Rank
FSBHX Martin Ratio Rank: 9292
Martin Ratio Rank

FDEEX
FDEEX Risk / Return Rank: 7171
Overall Rank
FDEEX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FDEEX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FDEEX Omega Ratio Rank: 7070
Omega Ratio Rank
FDEEX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FDEEX Martin Ratio Rank: 7474
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.

FSBHX vs. FDEEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) 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.


FSBHXFDEEXDifference

Sharpe ratio

Return per unit of total volatility

2.02

1.21

+0.81

Sortino ratio

Return per unit of downside risk

2.98

1.73

+1.25

Omega ratio

Gain probability vs. loss probability

1.48

1.26

+0.22

Calmar ratio

Return relative to maximum drawdown

2.41

1.56

+0.85

Martin ratio

Return relative to average drawdown

11.16

6.96

+4.20

FSBHX vs. FDEEX - Sharpe Ratio Comparison

The current FSBHX Sharpe Ratio is 2.02, which is higher than the FDEEX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of FSBHX 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


FSBHXFDEEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

1.21

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.54

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.02

0.71

+0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.61

+0.18

Correlation

The correlation between FSBHX and FDEEX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FSBHX vs. FDEEX - Dividend Comparison

FSBHX's dividend yield for the trailing twelve months is around 6.71%, more than FDEEX's 4.01% yield.


TTM20252024202320222021202020192018201720162015
FSBHX
Fidelity Advisor Short Duration High Income Fund Class A
6.71%7.08%5.82%5.70%2.70%2.63%3.23%3.97%4.26%3.85%4.47%4.16%
FDEEX
Fidelity Freedom 2055 Fund
4.01%3.87%1.73%1.91%10.33%11.20%4.20%6.23%6.68%3.59%3.52%4.99%

Drawdowns

FSBHX vs. FDEEX - Drawdown Comparison

The maximum FSBHX drawdown since its inception was -16.79%, smaller than the maximum FDEEX drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for FSBHX and FDEEX.


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Drawdown Indicators


FSBHXFDEEXDifference

Max Drawdown

Largest peak-to-trough decline

-16.79%

-31.00%

+14.21%

Max Drawdown (1Y)

Largest decline over 1 year

-2.58%

-11.17%

+8.59%

Max Drawdown (5Y)

Largest decline over 5 years

-9.54%

-27.34%

+17.80%

Max Drawdown (10Y)

Largest decline over 10 years

-16.79%

-31.00%

+14.21%

Current Drawdown

Current decline from peak

-1.67%

-9.79%

+8.12%

Average Drawdown

Average peak-to-trough decline

-1.65%

-4.88%

+3.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

2.50%

-1.94%

Volatility

FSBHX vs. FDEEX - Volatility Comparison

The current volatility for Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) is 1.07%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 5.67%. This indicates that FSBHX 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


FSBHXFDEEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.07%

5.67%

-4.60%

Volatility (6M)

Calculated over the trailing 6-month period

1.96%

9.55%

-7.59%

Volatility (1Y)

Calculated over the trailing 1-year period

3.22%

15.96%

-12.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.77%

14.83%

-11.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.21%

15.28%

-11.07%