FTANX vs. FKIFX

Last updated Jun 5, 2026

FTANX (Fidelity Asset Manager 30% Fund) and FKIFX (Fidelity Freedom Index 2010 Fund Investor Class) are both mutual funds - FTANX is a Diversified Portfolio fund managed by BlackRock, while FKIFX is a Target Retirement Date fund managed by Fidelity. Over the past 10 years, FTANX returned 5.66%/yr vs 5.36%/yr for FKIFX. Their correlation of 0.95 suggests significant overlap in exposure. FTANX charges 0.52%/yr vs 0.12%/yr for FKIFX.

Performance

FTANX vs. FKIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Asset Manager 30% Fund (FTANX) and Fidelity Freedom Index 2010 Fund Investor Class (FKIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FTANX achieves a 5.63% return, which is significantly higher than FKIFX's 4.19% return. Over the past 10 years, FTANX has outperformed FKIFX with an annualized return of 5.66%, while FKIFX has yielded a comparatively lower 5.36% annualized return.

FTANX

• 1D: -0.30%
• 1M: 1.44%
• YTD: 5.63%
• 6M: 6.14%
• 1Y: 13.78%
• 3Y*: 9.59%
• 5Y*: 4.39%
• 10Y*: 5.66%

FKIFX

• 1D: -0.35%
• 1M: 1.27%
• YTD: 4.19%
• 6M: 4.42%
• 1Y: 10.67%
• 3Y*: 8.46%
• 5Y*: 3.48%
• 10Y*: 5.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FTANX vs. FKIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FTANX Fidelity Asset Manager 30% Fund	5.63%	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	4.19%	10.21%	5.70%	9.83%	-12.94%	5.05%	10.41%	14.33%	-2.62%	9.81%

Correlation

The correlation between FTANX and FKIFX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (5Y) Calculated over the trailing 5-year period	0.96
Correlation (10Y) Calculated over the trailing 10-year period	0.96
Correlation (All Time) Calculated using the full available price history since Oct 6, 2009	0.95

The correlation between FTANX and FKIFX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

Return for Risk

FTANX vs. FKIFX — Risk / Return Rank

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

FTANX

FTANX Risk / Return Rank: 78
FTANX Sharpe Ratio Rank: 80
FTANX Sortino Ratio Rank: 80
FTANX Omega Ratio Rank: 79
FTANX Calmar Ratio Rank: 73
FTANX Martin Ratio Rank: 78

FKIFX

FKIFX Risk / Return Rank: 73
FKIFX Sharpe Ratio Rank: 76
FKIFX Sortino Ratio Rank: 76
FKIFX Omega Ratio Rank: 77
FKIFX Calmar Ratio Rank: 63
FKIFX Martin Ratio Rank: 72

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.

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 ratio: Return per unit of total volatility	2.62	2.52	+0.11
Sortino ratio: Return per unit of downside risk	3.83	3.68	+0.15
Omega ratio: Gain probability vs. loss probability	1.52	1.50	+0.02
Calmar ratio: Return relative to maximum drawdown	3.31	3.03	+0.28
Martin ratio: Return relative to average drawdown	14.36	13.57	+0.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FTANX vs. FKIFX - Sharpe Ratio Comparison

The current FTANX Sharpe Ratio is 2.62, which is comparable to the FKIFX Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of FTANX and FKIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FTANX	FKIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.62	2.52	+0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	0.57	+0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.92	0.88	+0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	0.85	-0.09

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.

Drawdown Indicators

	FTANX	FKIFX	Difference
Max Drawdown Largest 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 (3Y) Largest decline over 3 years	-5.86%	-5.72%	-0.14%
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 Drawdown Current decline from peak	-0.30%	-0.35%	+0.05%
Average Drawdown Average peak-to-trough decline	-3.07%	-2.46%	-0.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.99%	0.82%	+0.17%

Volatility

FTANX vs. FKIFX - Volatility Comparison

Fidelity Asset Manager 30% Fund (FTANX) has a higher volatility of 1.94% compared to Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) at 1.69%. 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.

Volatility by Period

	FTANX	FKIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.94%	1.69%	+0.25%
Volatility (6M) Calculated over the trailing 6-month period	4.51%	3.65%	+0.86%
Volatility (1Y) Calculated over the trailing 1-year period	5.46%	4.43%	+1.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.48%	6.13%	+0.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.18%	6.13%	+0.05%

FTANX vs. FKIFX - Expense Ratio Comparison

FTANX has a 0.52% expense ratio, which is higher than FKIFX's 0.12% expense ratio.

Dividends

FTANX vs. FKIFX - Dividend Comparison

FTANX's dividend yield for the trailing twelve months is around 2.73%, less than FKIFX's 3.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FKIFX Fidelity Freedom Index 2010 Fund Investor Class	3.76%	4.53%	4.99%	3.28%	3.71%	3.61%	2.56%	16.42%	4.74%	1.84%	1.84%	1.78%
FTANX Fidelity Asset Manager 30% Fund	2.73%	2.96%	3.06%	2.80%	4.91%	1.88%	2.25%	3.26%	3.87%	2.81%	1.59%	3.57%

Frequently Asked Questions

Can I hold both FTANX and FKIFX in my portfolio?

With a correlation of 0.95, FTANX and FKIFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FTANX or FKIFX?

FTANX has higher volatility (1.94%) compared to FKIFX (1.69%). In terms of maximum drawdown, FTANX dropped -26.28% vs FKIFX's -17.50%.

Which has better risk-adjusted returns?

FTANX currently has the higher Sharpe Ratio (2.62 vs 2.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.