FTANX vs. FKIFX
Compare and contrast key facts about Fidelity Asset Manager 30% Fund (FTANX) and Fidelity Freedom Index 2010 Fund Investor Class (FKIFX).
FTANX is managed by BlackRock. It was launched on Oct 9, 2007. FKIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
FTANX vs. FKIFX - Performance Comparison
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FTANX vs. FKIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTANX Fidelity Asset Manager 30% Fund | 0.33% | 11.45% | 6.34% | 9.82% | -12.30% | 6.03% | 11.08% | 13.51% | -2.91% | 9.05% |
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 0.22% | 10.21% | 5.70% | 9.83% | -12.94% | 5.05% | 10.41% | 14.33% | -2.62% | 9.81% |
Returns By Period
In the year-to-date period, FTANX achieves a 0.33% return, which is significantly higher than FKIFX's 0.22% return. Both investments have delivered pretty close results over the past 10 years, with FTANX having a 5.31% annualized return and FKIFX not far behind at 5.12%.
FTANX
- 1D
- 0.08%
- 1M
- -1.69%
- YTD
- 0.33%
- 6M
- 1.83%
- 1Y
- 11.67%
- 3Y*
- 7.80%
- 5Y*
- 3.81%
- 10Y*
- 5.31%
FKIFX
- 1D
- 0.07%
- 1M
- -1.38%
- YTD
- 0.22%
- 6M
- 1.24%
- 1Y
- 8.84%
- 3Y*
- 7.03%
- 5Y*
- 3.15%
- 10Y*
- 5.12%
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FTANX vs. FKIFX - Expense Ratio Comparison
FTANX has a 0.52% expense ratio, which is higher than FKIFX's 0.12% expense ratio.
Return for Risk
FTANX vs. FKIFX — Risk / Return Rank
FTANX
FKIFX
FTANX vs. FKIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 30% Fund (FTANX) and Fidelity Freedom Index 2010 Fund Investor Class (FKIFX). 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.
| FTANX | FKIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.60 | +0.06 |
Sortino ratioReturn per unit of downside risk | 2.35 | 2.25 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.25 | +0.13 |
Martin ratioReturn relative to average drawdown | 9.24 | 8.83 | +0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTANX | FKIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.60 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.52 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.84 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.82 | -0.09 |
Correlation
The correlation between FTANX and FKIFX is 0.95, 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
FTANX vs. FKIFX - Dividend Comparison
FTANX's dividend yield for the trailing twelve months is around 2.92%, less than FKIFX's 4.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTANX Fidelity Asset Manager 30% Fund | 2.92% | 2.96% | 3.06% | 2.80% | 4.91% | 1.88% | 2.25% | 3.26% | 3.87% | 2.81% | 1.59% | 3.57% |
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 4.52% | 4.53% | 4.99% | 3.28% | 3.71% | 3.61% | 2.56% | 16.42% | 4.74% | 1.84% | 1.84% | 1.78% |
Drawdowns
FTANX vs. FKIFX - Drawdown Comparison
The maximum FTANX drawdown since its inception was -26.28%, which is greater than FKIFX's maximum drawdown of -17.50%. Use the drawdown chart below to compare losses from any high point for FTANX and FKIFX.
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Drawdown Indicators
| FTANX | FKIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.28% | -17.50% | -8.78% |
Max Drawdown (1Y)Largest decline over 1 year | -4.32% | -3.68% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -16.54% | -17.50% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -16.54% | -17.50% | +0.96% |
Current DrawdownCurrent decline from peak | -2.88% | -2.24% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -2.48% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 0.94% | +0.21% |
Volatility
FTANX vs. FKIFX - Volatility Comparison
Fidelity Asset Manager 30% Fund (FTANX) has a higher volatility of 2.78% compared to Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) at 2.20%. This indicates that FTANX's price experiences larger fluctuations and is considered to be riskier than FKIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTANX | FKIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 2.20% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.15% | 3.24% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 5.09% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.43% | 6.10% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.13% | 6.11% | +0.02% |