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

Correlation

The correlation between FSNUX and FSNQX is 0.98, 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

FSNUX vs. FSNQX - Performance Comparison

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

-2.00%0.00%2.00%4.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.62%
2.27%
FSNUX
FSNQX

Key characteristics

Sharpe Ratio

FSNUX:

1.34

FSNQX:

1.23

Sortino Ratio

FSNUX:

1.91

FSNQX:

1.76

Omega Ratio

FSNUX:

1.24

FSNQX:

1.22

Calmar Ratio

FSNUX:

1.68

FSNQX:

0.61

Martin Ratio

FSNUX:

8.37

FSNQX:

7.35

Ulcer Index

FSNUX:

1.52%

FSNQX:

1.41%

Daily Std Dev

FSNUX:

9.45%

FSNQX:

8.45%

Max Drawdown

FSNUX:

-28.85%

FSNQX:

-31.35%

Current Drawdown

FSNUX:

-3.95%

FSNQX:

-7.71%

Returns By Period

In the year-to-date period, FSNUX achieves a 11.11% return, which is significantly higher than FSNQX's 9.06% return.


FSNUX

YTD

11.11%

1M

-0.93%

6M

2.56%

1Y

12.00%

5Y*

7.61%

10Y*

N/A

FSNQX

YTD

9.06%

1M

-0.88%

6M

2.21%

1Y

9.75%

5Y*

1.58%

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.


FSNUX vs. FSNQX - Expense Ratio Comparison

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

FSNUX vs. FSNQX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund Class K (FSNUX) and Fidelity Freedom 2030 Fund Class K (FSNQX). 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 FSNUX, currently valued at 1.34, compared to the broader market-1.000.001.002.003.004.001.341.23
The chart of Sortino ratio for FSNUX, currently valued at 1.91, compared to the broader market-2.000.002.004.006.008.0010.001.911.76
The chart of Omega ratio for FSNUX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.003.501.241.22
The chart of Calmar ratio for FSNUX, currently valued at 1.68, compared to the broader market0.005.0010.0015.001.680.61
The chart of Martin ratio for FSNUX, currently valued at 8.37, compared to the broader market0.0020.0040.0060.008.377.35
FSNUX
FSNQX

The current FSNUX Sharpe Ratio is 1.34, which is comparable to the FSNQX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of FSNUX and FSNQX, 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
1.34
1.23
FSNUX
FSNQX

Dividends

FSNUX vs. FSNQX - Dividend Comparison

FSNUX's dividend yield for the trailing twelve months is around 2.04%, more than FSNQX's 1.97% yield.


TTM2023202220212020201920182017
FSNUX
Fidelity Freedom 2035 Fund Class K
2.04%2.03%10.34%11.67%6.01%6.85%1.76%1.27%
FSNQX
Fidelity Freedom 2030 Fund Class K
1.97%1.97%2.65%2.44%1.14%1.73%1.83%1.31%

Drawdowns

FSNUX vs. FSNQX - Drawdown Comparison

The maximum FSNUX drawdown since its inception was -28.85%, smaller than the maximum FSNQX drawdown of -31.35%. Use the drawdown chart below to compare losses from any high point for FSNUX and FSNQX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.95%
-7.71%
FSNUX
FSNQX

Volatility

FSNUX vs. FSNQX - Volatility Comparison

Fidelity Freedom 2035 Fund Class K (FSNUX) has a higher volatility of 2.78% compared to Fidelity Freedom 2030 Fund Class K (FSNQX) at 2.57%. This indicates that FSNUX's price experiences larger fluctuations and is considered to be riskier than FSNQX 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
2.78%
2.57%
FSNUX
FSNQX
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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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