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FSNUX vs. VTINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSNUX vs. VTINX - Performance Comparison

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

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FSNUX vs. VTINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSNUX
Fidelity Freedom 2035 Fund Class K
-0.23%19.34%13.94%17.79%-18.35%14.50%17.33%24.55%-8.27%5.89%
VTINX
Vanguard Target Retirement Income Fund
-0.46%11.31%6.66%10.66%-12.75%5.24%10.02%13.16%-1.98%2.21%

Returns By Period

In the year-to-date period, FSNUX achieves a -0.23% return, which is significantly higher than VTINX's -0.46% return.


FSNUX

1D
2.20%
1M
-4.59%
YTD
-0.23%
6M
2.45%
1Y
17.57%
3Y*
14.51%
5Y*
7.11%
10Y*

VTINX

1D
0.96%
1M
-2.70%
YTD
-0.46%
6M
0.80%
1Y
9.06%
3Y*
7.86%
5Y*
3.59%
10Y*
4.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSNUX vs. VTINX - Expense Ratio Comparison

FSNUX has a 0.61% expense ratio, which is higher than VTINX's 0.08% expense ratio.


Return for Risk

FSNUX vs. VTINX — Risk / Return Rank

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

FSNUX
FSNUX Risk / Return Rank: 8080
Overall Rank
FSNUX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FSNUX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FSNUX Omega Ratio Rank: 7979
Omega Ratio Rank
FSNUX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FSNUX Martin Ratio Rank: 8181
Martin Ratio Rank

VTINX
VTINX Risk / Return Rank: 8686
Overall Rank
VTINX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VTINX Sortino Ratio Rank: 8787
Sortino Ratio Rank
VTINX Omega Ratio Rank: 8383
Omega Ratio Rank
VTINX Calmar Ratio Rank: 8787
Calmar Ratio Rank
VTINX Martin Ratio Rank: 8888
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.

FSNUX vs. VTINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund Class K (FSNUX) and Vanguard Target Retirement Income Fund (VTINX). 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.


FSNUXVTINXDifference

Sharpe ratio

Return per unit of total volatility

1.50

1.67

-0.17

Sortino ratio

Return per unit of downside risk

2.13

2.39

-0.26

Omega ratio

Gain probability vs. loss probability

1.32

1.34

-0.02

Calmar ratio

Return relative to maximum drawdown

1.92

2.29

-0.37

Martin ratio

Return relative to average drawdown

8.49

9.59

-1.10

FSNUX vs. VTINX - Sharpe Ratio Comparison

The current FSNUX Sharpe Ratio is 1.50, which is comparable to the VTINX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of FSNUX and VTINX, 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


FSNUXVTINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

1.67

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.60

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.90

-0.25

Correlation

The correlation between FSNUX and VTINX is 0.88, 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

FSNUX vs. VTINX - Dividend Comparison

FSNUX's dividend yield for the trailing twelve months is around 5.09%, which matches VTINX's 5.05% yield.


TTM20252024202320222021202020192018201720162015
FSNUX
Fidelity Freedom 2035 Fund Class K
5.09%5.08%5.51%2.03%10.34%11.67%6.01%6.85%7.77%1.74%0.00%0.00%
VTINX
Vanguard Target Retirement Income Fund
5.05%5.02%5.89%4.01%3.08%8.63%3.42%2.62%4.19%1.56%2.27%3.53%

Drawdowns

FSNUX vs. VTINX - Drawdown Comparison

The maximum FSNUX drawdown since its inception was -28.85%, which is greater than VTINX's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FSNUX and VTINX.


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Drawdown Indicators


FSNUXVTINXDifference

Max Drawdown

Largest peak-to-trough decline

-28.85%

-19.96%

-8.89%

Max Drawdown (1Y)

Largest decline over 1 year

-8.80%

-4.14%

-4.66%

Max Drawdown (5Y)

Largest decline over 5 years

-25.87%

-17.02%

-8.85%

Max Drawdown (10Y)

Largest decline over 10 years

-17.02%

Current Drawdown

Current decline from peak

-5.45%

-3.04%

-2.41%

Average Drawdown

Average peak-to-trough decline

-5.54%

-2.21%

-3.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

0.99%

+1.00%

Volatility

FSNUX vs. VTINX - Volatility Comparison

Fidelity Freedom 2035 Fund Class K (FSNUX) has a higher volatility of 5.01% compared to Vanguard Target Retirement Income Fund (VTINX) at 2.50%. This indicates that FSNUX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSNUXVTINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

2.50%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

7.40%

3.59%

+3.81%

Volatility (1Y)

Calculated over the trailing 1-year period

12.18%

5.60%

+6.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.40%

6.01%

+6.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.00%

5.69%

+8.31%