FTFEX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) and Fidelity 500 Index Fund (FXAIX).
FTFEX is managed by Fidelity. It was launched on Jul 24, 2003. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FTFEX vs. FXAIX - Performance Comparison
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FTFEX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTFEX Fidelity Advisor Freedom 2030 Fund Class M | -2.49% | 16.59% | 8.45% | 14.02% | -17.25% | 10.62% | 14.54% | 22.23% | -6.97% | 18.72% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FTFEX achieves a -2.49% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FTFEX has underperformed FXAIX with an annualized return of 7.89%, while FXAIX has yielded a comparatively higher 13.75% annualized 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FTFEX vs. FXAIX - Expense Ratio Comparison
FTFEX has a 1.16% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FTFEX vs. FXAIX — Risk / Return Rank
FTFEX
FXAIX
FTFEX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.84 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.30 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.05 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.22 | 5.13 | +1.09 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.68 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.75 | -0.35 |
Correlation
The correlation between FTFEX and FXAIX is 0.92, 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. FXAIX - Dividend Comparison
FTFEX's dividend yield for the trailing twelve months is around 7.32%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FTFEX vs. FXAIX - Drawdown Comparison
The maximum FTFEX drawdown since its inception was -53.97%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FTFEX and FXAIX.
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Drawdown Indicators
| FTFEX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.97% | -33.79% | -20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -12.13% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -24.50% | -0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -25.00% | -33.79% | +8.79% |
Current DrawdownCurrent decline from peak | -6.93% | -8.89% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -3.83% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.50% | -0.68% |
Volatility
FTFEX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2030 Fund Class M (FTFEX) is 3.98%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FTFEX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTFEX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.24% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 9.08% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.59% | 18.13% | -7.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.62% | 16.88% | -6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.45% | 18.03% | -6.58% |