FSNVX vs. VFORX

In the year-to-date period, FSNVX achieves a 3.55% return, which is significantly lower than VFORX's 4.93% return.

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

FSNVX has a 0.65% expense ratio, which is higher than VFORX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund Class K (FSNVX) and Vanguard Target Retirement 2040 Fund (VFORX). 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.

The current FSNVX Sharpe Ratio is 0.42, which is lower than the VFORX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of FSNVX and VFORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSNVX's dividend yield for the trailing twelve months is around 1.54%, less than VFORX's 2.53% yield.

The maximum FSNVX drawdown since its inception was -35.64%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FSNVX and VFORX. For additional features, visit the drawdowns tool.

Fidelity Freedom 2040 Fund Class K (FSNVX) has a higher volatility of 4.22% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 2.71%. This indicates that FSNVX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.