FTTHX vs. FBLTX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX).
FTTHX is managed by Fidelity. It was launched on Nov 6, 2003. FBLTX is managed by Fidelity. It was launched on Oct 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTTHX or FBLTX.
Key characteristics
| FTTHX | FBLTX | |
|---|---|---|
| YTD Return | 13.17% | -4.15% |
| 1Y Return | 23.64% | 6.27% |
| 3Y Return (Ann) | -1.65% | -12.35% |
| 5Y Return (Ann) | 3.31% | -6.12% |
| Sharpe Ratio | 2.51 | 0.57 |
| Sortino Ratio | 3.61 | 0.90 |
| Omega Ratio | 1.46 | 1.10 |
| Calmar Ratio | 1.01 | 0.18 |
| Martin Ratio | 16.27 | 1.42 |
| Ulcer Index | 1.46% | 5.89% |
| Daily Std Dev | 9.44% | 14.80% |
| Max Drawdown | -53.47% | -51.05% |
| Current Drawdown | -4.86% | -43.50% |
Correlation
The correlation between FTTHX and FBLTX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTTHX vs. FBLTX - Performance Comparison
In the year-to-date period, FTTHX achieves a 13.17% return, which is significantly higher than FBLTX's -4.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FTTHX vs. FBLTX - Expense Ratio Comparison
FTTHX has a 1.21% expense ratio, which is higher than FBLTX's 0.03% expense ratio.
Risk-Adjusted Performance
FTTHX vs. FBLTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX). 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.
Dividends
FTTHX vs. FBLTX - Dividend Comparison
FTTHX's dividend yield for the trailing twelve months is around 1.14%, less than FBLTX's 3.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTTHX Fidelity Advisor Freedom 2035 Fund Class M | 1.14% | 1.29% | 1.89% | 1.80% | 0.60% | 1.03% | 1.61% | 0.80% | 1.08% | 1.16% | 8.07% | 7.76% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.70% | 3.29% | 2.99% | 1.87% | 1.91% | 2.40% | 2.87% | 2.69% | 2.79% | 0.64% | 0.00% | 0.00% |
Drawdowns
FTTHX vs. FBLTX - Drawdown Comparison
The maximum FTTHX drawdown since its inception was -53.47%, roughly equal to the maximum FBLTX drawdown of -51.05%. Use the drawdown chart below to compare losses from any high point for FTTHX and FBLTX. For additional features, visit the drawdowns tool.
Volatility
FTTHX vs. FBLTX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2035 Fund Class M (FTTHX) is 2.49%, while Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a volatility of 4.73%. This indicates that FTTHX experiences smaller price fluctuations and is considered to be less risky than FBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.