FTFEX vs. FRQKX
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FTFEX is managed by Fidelity. It was launched on Jul 24, 2003. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FTFEX vs. FRQKX - Performance Comparison
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FTFEX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FTFEX Fidelity Advisor Freedom 2030 Fund Class M | -2.49% | 16.59% | 8.45% | 14.02% | -17.25% | 10.62% | 14.54% | 7.43% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | -0.48% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, FTFEX achieves a -2.49% return, which is significantly lower than FRQKX's -0.48% return.
FTFEX
- 1D
- 0.07%
- 1M
- -6.75%
- YTD
- -2.49%
- 6M
- -0.39%
- 1Y
- 12.18%
- 3Y*
- 10.11%
- 5Y*
- 4.58%
- 10Y*
- 7.89%
FRQKX
- 1D
- 0.25%
- 1M
- -3.18%
- YTD
- -0.48%
- 6M
- 0.80%
- 1Y
- 7.18%
- 3Y*
- 6.11%
- 5Y*
- 2.52%
- 10Y*
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FTFEX vs. FRQKX - Expense Ratio Comparison
FTFEX has a 1.16% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
FTFEX vs. FRQKX — Risk / Return Rank
FTFEX
FRQKX
FTFEX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| FTFEX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.58 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.20 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.12 | -0.68 |
Martin ratioReturn relative to average drawdown | 6.22 | 8.53 | -2.31 |
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
| FTFEX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.58 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.68 | -0.28 |
Correlation
The correlation between FTFEX and FRQKX 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
FTFEX vs. FRQKX - Dividend Comparison
FTFEX's dividend yield for the trailing twelve months is around 7.32%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTFEX Fidelity Advisor Freedom 2030 Fund Class M | 7.32% | 7.14% | 2.54% | 1.54% | 8.69% | 9.31% | 6.21% | 6.59% | 10.51% | 5.24% | 4.45% | 3.85% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.27% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTFEX vs. FRQKX - Drawdown Comparison
The maximum FTFEX drawdown since its inception was -53.97%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FTFEX and FRQKX.
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Drawdown Indicators
| FTFEX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.97% | -16.97% | -37.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -3.42% | -4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -16.97% | -7.65% |
Max Drawdown (10Y)Largest decline over 10 years | -25.00% | — | — |
Current DrawdownCurrent decline from peak | -6.93% | -3.18% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -3.95% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 0.85% | +0.97% |
Volatility
FTFEX vs. FRQKX - Volatility Comparison
Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) has a higher volatility of 3.98% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that FTFEX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTFEX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 1.97% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 2.87% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.59% | 4.62% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.62% | 5.52% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.45% | 5.77% | +5.68% |