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FSNQX vs. FSNUX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSNQX and FSNUX is 0.99, 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.


-0.50.00.51.01.0

Performance

FSNQX vs. FSNUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2030 Fund Class K (FSNQX) and Fidelity Freedom 2035 Fund Class K (FSNUX). The values are adjusted to include any dividend payments, if applicable.

15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
17.75%
24.34%
FSNQX
FSNUX

Key characteristics

Sharpe Ratio

FSNQX:

1.29

FSNUX:

1.38

Sortino Ratio

FSNQX:

1.84

FSNUX:

1.96

Omega Ratio

FSNQX:

1.23

FSNUX:

1.25

Calmar Ratio

FSNQX:

0.64

FSNUX:

0.72

Martin Ratio

FSNQX:

7.47

FSNUX:

8.32

Ulcer Index

FSNQX:

1.45%

FSNUX:

1.56%

Daily Std Dev

FSNQX:

8.41%

FSNUX:

9.41%

Max Drawdown

FSNQX:

-31.35%

FSNUX:

-33.70%

Current Drawdown

FSNQX:

-7.41%

FSNUX:

-6.94%

Returns By Period

In the year-to-date period, FSNQX achieves a 9.43% return, which is significantly lower than FSNUX's 11.21% return.


FSNQX

YTD

9.43%

1M

-0.71%

6M

2.90%

1Y

10.05%

5Y*

1.64%

10Y*

N/A

FSNUX

YTD

11.21%

1M

-0.74%

6M

3.33%

1Y

11.96%

5Y*

2.65%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSNQX vs. FSNUX - Expense Ratio Comparison

FSNQX has a 0.58% expense ratio, which is lower than FSNUX's 0.61% expense ratio.


FSNUX
Fidelity Freedom 2035 Fund Class K
Expense ratio chart for FSNUX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
Expense ratio chart for FSNQX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Risk-Adjusted Performance

FSNQX vs. FSNUX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund Class K (FSNQX) and Fidelity Freedom 2035 Fund Class K (FSNUX). 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.


Sharpe ratio
The chart of Sharpe ratio for FSNQX, currently valued at 1.29, compared to the broader market-1.000.001.002.003.004.001.291.38
The chart of Sortino ratio for FSNQX, currently valued at 1.84, compared to the broader market-2.000.002.004.006.008.0010.001.841.96
The chart of Omega ratio for FSNQX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.003.501.231.25
The chart of Calmar ratio for FSNQX, currently valued at 0.64, compared to the broader market0.002.004.006.008.0010.0012.0014.000.640.72
The chart of Martin ratio for FSNQX, currently valued at 7.47, compared to the broader market0.0020.0040.0060.007.478.32
FSNQX
FSNUX

The current FSNQX Sharpe Ratio is 1.29, which is comparable to the FSNUX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of FSNQX and FSNUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.29
1.38
FSNQX
FSNUX

Dividends

FSNQX vs. FSNUX - Dividend Comparison

FSNQX's dividend yield for the trailing twelve months is around 1.96%, more than FSNUX's 1.65% yield.


TTM2023202220212020201920182017
FSNQX
Fidelity Freedom 2030 Fund Class K
1.96%1.97%2.65%2.44%1.14%1.73%1.83%1.31%
FSNUX
Fidelity Freedom 2035 Fund Class K
1.65%1.77%2.32%2.35%1.12%1.59%1.76%1.27%

Drawdowns

FSNQX vs. FSNUX - Drawdown Comparison

The maximum FSNQX drawdown since its inception was -31.35%, smaller than the maximum FSNUX drawdown of -33.70%. Use the drawdown chart below to compare losses from any high point for FSNQX and FSNUX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%JulyAugustSeptemberOctoberNovemberDecember
-7.41%
-6.94%
FSNQX
FSNUX

Volatility

FSNQX vs. FSNUX - Volatility Comparison

The current volatility for Fidelity Freedom 2030 Fund Class K (FSNQX) is 2.62%, while Fidelity Freedom 2035 Fund Class K (FSNUX) has a volatility of 2.83%. This indicates that FSNQX experiences smaller price fluctuations and is considered to be less risky than FSNUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.62%
2.83%
FSNQX
FSNUX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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