FUIPX vs. FSPGX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Freedom Index 2060 Fund (FUIPX) and Fidelity Large Cap Growth Index Fund (FSPGX).

FUIPX is managed by Fidelity. It was launched on Jun 24, 2020. FSPGX is managed by Fidelity.

Performance

FUIPX vs. FSPGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2060 Fund (FUIPX) and Fidelity Large Cap Growth Index Fund (FSPGX). The values are adjusted to include any dividend payments, if applicable.

FUIPX vs. FSPGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
FUIPX Fidelity Freedom Index 2060 Fund	-1.58%	21.50%	14.23%	19.99%	-18.17%	16.00%	23.45%
FSPGX Fidelity Large Cap Growth Index Fund	-9.77%	18.54%	33.27%	42.77%	-29.17%	27.57%	28.15%

Returns By Period

In the year-to-date period, FUIPX achieves a -1.58% return, which is significantly higher than FSPGX's -9.77% return.

FUIPX

• 1D: 2.71%
• 1M: -5.56%
• YTD: -1.58%
• 6M: 1.01%
• 1Y: 19.25%
• 3Y*: 15.28%
• 5Y*: 8.12%
• 10Y*: —

FSPGX

• 1D: 3.75%
• 1M: -5.52%
• YTD: -9.77%
• 6M: -9.26%
• 1Y: 17.78%
• 3Y*: 21.16%
• 5Y*: 12.38%
• 10Y*: —

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

FUIPX vs. FSPGX - Expense Ratio Comparison

FUIPX has a 0.06% expense ratio, which is higher than FSPGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

FUIPX

Fidelity Freedom Index 2060 Fund

FSPGX

Fidelity Large Cap Growth Index Fund

Return for Risk

FUIPX vs. FSPGX — Risk / Return Rank

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

FUIPX

FUIPX Risk / Return Rank: 73
FUIPX Sharpe Ratio Rank: 70
FUIPX Sortino Ratio Rank: 72
FUIPX Omega Ratio Rank: 70
FUIPX Calmar Ratio Rank: 74
FUIPX Martin Ratio Rank: 80

FSPGX

FSPGX Risk / Return Rank: 41
FSPGX Sharpe Ratio Rank: 37
FSPGX Sortino Ratio Rank: 44
FSPGX Omega Ratio Rank: 41
FSPGX Calmar Ratio Rank: 46
FSPGX Martin Ratio Rank: 37

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.

FUIPX vs. FSPGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2060 Fund (FUIPX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

	FUIPX	FSPGX	Difference
Sharpe ratio Return per unit of total volatility	1.29	0.84	+0.46
Sortino ratio Return per unit of downside risk	1.87	1.36	+0.52
Omega ratio Gain probability vs. loss probability	1.28	1.19	+0.09
Calmar ratio Return relative to maximum drawdown	1.83	1.17	+0.66
Martin ratio Return relative to average drawdown	8.31	4.02	+4.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FUIPX vs. FSPGX - Sharpe Ratio Comparison

The current FUIPX Sharpe Ratio is 1.29, which is higher than the FSPGX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of FUIPX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FUIPX	FSPGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.29	0.84	+0.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.58	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.80	+0.05

Correlation

The correlation between FUIPX and FSPGX is 0.87, 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

FUIPX vs. FSPGX - Dividend Comparison

FUIPX's dividend yield for the trailing twelve months is around 2.03%, more than FSPGX's 0.38% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FUIPX Fidelity Freedom Index 2060 Fund	2.03%	2.00%	2.01%	1.96%	2.05%	1.97%	1.65%	0.00%	0.00%	0.00%
FSPGX Fidelity Large Cap Growth Index Fund	0.38%	0.34%	0.37%	0.73%	0.86%	2.22%	1.76%	1.04%	1.32%	0.22%

Drawdowns

FUIPX vs. FSPGX - Drawdown Comparison

The maximum FUIPX drawdown since its inception was -26.20%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FUIPX and FSPGX.

Drawdown Indicators

	FUIPX	FSPGX	Difference
Max Drawdown Largest peak-to-trough decline	-26.20%	-32.66%	+6.46%
Max Drawdown (1Y) Largest decline over 1 year	-10.79%	-16.17%	+5.38%
Max Drawdown (5Y) Largest decline over 5 years	-26.20%	-32.66%	+6.46%
Current Drawdown Current decline from peak	-6.60%	-13.03%	+6.43%
Average Drawdown Average peak-to-trough decline	-5.49%	-6.43%	+0.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.38%	4.70%	-2.32%

Volatility

FUIPX vs. FSPGX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2060 Fund (FUIPX) is 5.91%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that FUIPX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FUIPX	FSPGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.91%	6.71%	-0.80%
Volatility (6M) Calculated over the trailing 6-month period	9.15%	12.37%	-3.22%
Volatility (1Y) Calculated over the trailing 1-year period	15.38%	22.58%	-7.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.33%	21.52%	-7.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.23%	21.66%	-7.43%